Trust Mutual Fund: Launch of Trust Mutual Fund’s ‘Mid Cap Fund’; NFO open for investment from 27th February

• Trust Mutual Fund launched Trust Mutual Mid Cap Fund
• Aim to capture India’s emerging growth leaders
• Trust Mutual Mid Cap Fund will close on March 13

Trust Mutual Fund: Trust Mutual Fund has announced the launch of Trust Mutual Mid Cap Fund, an open-ended equity scheme. The scheme will primarily invest in mid-cap companies. The fund aims to achieve long-term capital growth by investing in equity and equity-related instruments of businesses ranked 101st to 250th based on total market capitalization as defined by SEBI. The benchmark for this scheme will be Nifty Midcap 150 TRI. The New Fund Offer (NFO) of this scheme will be open for investment from 27 February 2026 and will close on 13 March 2026.

Mid-cap companies represent an important stage in the corporate life cycle. These companies move out of the initial uncertainty phase and become capable of expansion. The market capitalization of mid-cap companies in India generally ranges between ₹34,800 crore to ₹1,04,500 crore (Source: AMFI, December 2025). Many segment leaders in digital platforms, manufacturing, financial services, infrastructure, retail and specialty consumption sectors fall into the mid-cap category. This gives investors an opportunity to invest in these companies before they transform into large cap companies.

The mid-cap sector in India is considered an important engine of long-term wealth creation. 37 mid-cap companies have returned more than 3 times in the last 5 years, indicating high return potential over the medium to long term.
Mid-cap companies are also witnessing higher earnings momentum due to strong profit after tax (PAT) growth in recent quarters. Mid-cap valuations have declined from their highs and are now closer to long-term averages, while earnings growth expectations are positive.

Over the past 15 years, Nifty Midcap 150 TRI has outperformed the Nifty 100 TRI (Large Cap) and Nifty Smallcap 250 TRI (Small Cap) indices. This shows the strong long-term fundamentals of mid-cap companies.
Favorable conditions for India’s economic growth, stable inflation, controlled current account deficit, consistent capital expenditure (Capex) and favorable demographic structure are providing strong support for India’s growth. Mid-sized companies operating in diverse sectors such as financial services, consumer discretionary, industrials, healthcare and digital-based industries are well positioned to take advantage of domestic consumption growth, product expansion, financialization of savings, digitization and export competitiveness.

Sandeep Bagla, CEO, Trust Mutual Fund said:
“Growth investing is at the heart of our investment philosophy. The mid-cap sector can have a wide range of outcomes, so thorough research and valuation discipline is critical. Our investment process identifies companies that create long-term value based on fundamental analysis, relative valuation and terminal value investing.”

The TRUST Mutual Fund Mid Cap Fund will be based on TRUST MF’s core investment principles of Growth at Reasonable Valuations (GARV) and Terminal Value Investing. Investors who can accept high risk can invest in it. Long term investors with minimum investment tenure of 5 years can also invest in it. Investors who want to invest regularly through SIP and investors who want to diversify by including mid-caps in their portfolio can also invest in it. Invest in emerging businesses that can become big companies in the future