Notice cum Addendum Benchmark Indices of Sundaram Mutual Fund

Mutual Fund
Nov 18, 2015 by Sundaram Mutual Fund | Mutual Fund | 7 Downloaded

Changes pursuant to rebranding of Benchmark Indices

Investors/Unit holders are advised to note that pursuant to a Press Release dated September 22, 2015 issued by India Index Services & Products Limited (“IISL”), intimating about rebranding of all their existing indices, Sundaram Trustee Company Limited (‘the Trustee to Sundaram Mutual Fund’) has decided to carry out following changes to Scheme Information Document(s) (“SIDs”) and Key Information Memorandum(s) (“KIMs”) of schemes of Sundaram Mutual Fund (“the Fund”) with effect from November 13, 2015.

Revision in the names of Benchmark Indices

The names of Benchmark Indices of schemes of Sundaram Mutual Fund will be revised as follows:


Notice cum Addendum Benchmark Indices of Sundaram Mutual Fund


All references to Benchmark Index in SIDs and KIMs of the schemes of the Fund shall be construed as a reference to Revised Benchmark Index. Unit holders are requested to note that there is no change in Benchmark Index of the schemes other than revision in names.

Pursuant to above, necessary changes will be carried out at relevant places in Scheme Information Document(s) / Key Information Memorandum(s) of the Scheme(s) of Sundaram Mutual Fund, as applicable.

The Trustee reserves the right to change / modify the above provisions at a later date.

All other terms and conditions of the Scheme Information Document(s) / Key Information Memorandum(s) / Statement of Additional Information will remain unchanged.

This addendum forms an integral part of the Scheme Information Document (SID) / Key Information Memorandum (KIM) / Statement of Additional Information (SAI) of the schemes of Sundaram Mutual Fund as amended from time to time.

Please read the attached Addendum for details.

( Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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