Sundaram Mutual Fund launches SUNDARAM VALUE FUND Series II

Mutual Fund
Jan 16, 2015 by Advisorkhoj Team | Mutual Fund | 13 Downloaded

NFO period: 15th January – 29th January 2015

Highlights of the NFO:

  • Scheme type – A Close End Equity Scheme.

  • Investment objective – To provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis. However, there can be no assurance that the investment objective of the Scheme will be realized.

  • Product suitability – The product is suitable for investors who are seeking long capital growth by investing in a well diversified portfolio of stocks through fundamental analysis.

  • Minimum Application Amount - First investment Rs 5,000/- and multiples of Rs 10/- thereafter.

  • Plan/ Options available – Regular Plans and Direct Plans having Growth & Dividend Payout Option

  • Fund Managers – S Bharath & Dwijendra Srivastava. S Bharath is the dedicated fund manager for investment in overseas securities

  • Benchmark – S&P BSE 500 Index

  • Maturity date – 5 years from the date of allotment.

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

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