Trust Investment Advisors Pvt. Ltd.

Equity, Debt, Multi Asset · 3 investment approaches

Total AUM

₹820 Cr

Years Active

18.8

AUM Change (3M)

-3.7%

AUM Change (1Y)

-4.5%

Min Investment

₹50L

Schemes

3

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Debt Portfolio Plan	Debt	₹3 Cr	+0.39%	+17.04%	+35.93%	+11.22%	0.47
Chanakya Wealth Creation Plan	Equity	₹817 Cr	+2.52%	+2.88%	+4.66%	+13.89%	0.15
Trust Anchor	Multi Asset	-	+0.24%	-1.71%	-	+6.81%	-0.10

Debt Portfolio Plan

Chanakya Wealth Creation Plan