Over 20 years of experience in financial services industry. May 2024 till date: Head Fixed Income - Trust Asset Management Private Limited Nov 2022 – May 2024: Senior Vice President, Fund Management - Fixed Income, HSBC Asset Management (India) Private Limited June 2014 – Nov 2022: Portfolio Manager – Fixed Income, L&T Investment Management Ltd. Nov 2012 –...
Funds Managed by Jalpan Shah
| Funds | AUM | Expense | |
|---|---|---|---|
| TrustMF Corporate Bond Reg Gr Debt Corporate Bond Fund Moderate Risk | ₹91.29 Cr | 0.64% | 4.39% |
| TrustMF Liquid Reg Gr Debt Liquid Fund Low to Moderate Risk | ₹1,130.36 Cr | 0.26% | 6.29% |
| TRUSTMF Money Market Reg Gr Debt Money Market Fund Low to Moderate Risk | ₹144.59 Cr | 0.47% | 6.14% |
| TRUSTMF Overnight Reg Gr Debt Overnight Fund Low Risk | ₹74.84 Cr | 0.17% | 5.08% |
| TrustMF Short Duration Reg Gr Debt Short Duration Fund Low to Moderate Risk | ₹58.91 Cr | 0.73% | 4.89% |
Frequently Asked Questions
What does a fund manager do?
A fund manager manages an investment fund by selecting securities, monitoring the market, managing risk, and making investment decisions to help achieve the fund’s objective.
How do I choose the right fund manager?
You can choose the right fund manager by checking their experience, investment style, past performance, consistency, risk management approach, and whether their strategy matches your financial goals.
What should I ask a fund manager before investing?
You should ask about their investment strategy, risk approach, portfolio composition, performance history, fee structure, and how they respond to changing market conditions.
How do fund managers select investments?
Fund managers select investments by analyzing companies, sectors, valuations, economic trends, risks, and opportunities that fit the fund’s overall strategy.
How do I evaluate a fund manager’s performance?
You can evaluate a fund manager’s performance by looking at long-term returns, benchmark comparison, consistency, downside protection, and risk-adjusted returns.
Does changing a fund manager affect a mutual fund?
Yes, changing a fund manager can affect a mutual fund because a new manager may follow a different investment style, risk level, or portfolio strategy.