Trust Mutual Fund

TrustMF Mid Cap Fund -Regular-Growth

Trust Mutual Fund

Expense Ratio: -
Risk: -
Equity Scheme - Mid Cap Fund
Plan: Regular
Benchmark: -
Inception: 27-02-2026
Exit Load: Nil
Fund Size:-

Performance

1Y
FundN/A
Cat. Avg.5.82%
2Y
FundN/A
Cat. Avg.3.87%
3Y
FundN/A
Cat. Avg.18.66%
5Y
FundN/A
Cat. Avg.15.93%
10Y
FundN/A
Cat. Avg.15.23%
SI
Fund18.40%
Cat. Avg.16.39%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 May, 261500015768+5.1%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI20 Apr, 261 L.1.11 L.+10.7%N/A

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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