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TRUST Mutual Fund

TRUSTMF ARBITRAGE FUND -REGULAR PLAN-GROWTH

★★★★★ TopFund est.

TopFund Score (fallback rating)

  • Calculated by: TopFund — used only when no third-party rating exists for this fund
  • Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis

Full rating methodology →

TopFund Score: 40/100 · Weak

How this score is calculated

  • Star rating (35%)2/5
  • 3Y CAGR (30%)—
  • Expense ratio (20%)1.46%
  • AUM (15%)₹134 Cr

Not investment advice — an analytical read of public fund data. Methodology →

TRUST Mutual Fund · Hybrid · Arbitrage

₹10.66

+0.09 (+0.84%)

AUM: ₹134 Cr

NAV updated 10 days ago

Plan

Regular

Option

Growth

Risk

Moderate

Expense Ratio

1.46%

Exit Load

Exit load of 0.25%, if redeemed within 7 days.

Fund Manager

Mihir Vora

Inception

Aug 2025

Benchmark

NIFTY 50 Arbitrage Total Return Index

Sharpe Ratio

-0.63

Std Dev (1Y)

1.3%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.59%

3m

+1.51%

6m

+2.94%

1y

+6.38%

3y

—

5y

—

10y

—

since inception

+5.51%

TopFund's Take on TRUSTMF ARBITRAGE FUND -REGULAR PLAN-GROWTH

TRUSTMF ARBITRAGE FUND -REGULAR PLAN-GROWTH lags behind most of its peers in the Arbitrage category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 40/100.

Cost: At 1.46%, the expense ratio is roughly in line with the Arbitrage category average of 1.53% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.63 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.3% is on the lower side for a Arbitrage fund, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Asset Allocation

Cash Margin 77.77%
Equity 77.39%
Mutual Fund 17.51%
Repo 5.16%

Frequently Asked Questions about TRUSTMF ARBITRAGE FUND -REGULAR PLAN-GROWTH

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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