Trust as MF investor

Tue, 12 May 2026 00:00:00 +0000

A trust as a mutual fund investor refers to any public or private trust constituted under the Indian Trusts Act, 1882, or under state public charitable trust legislation, that invests corpus or surplus funds in units of SEBI-registered mutual fund schemes. Trusts are a common vehicle for long-term wealth preservation in India, and their investment activity in mutual funds is governed by the trust deed, applicable law, and the investment guidelines issued by the Income Tax Department for registered trusts.

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Trust as MF investor