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Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund 5 Years: Series 7

Mutual Fund

by Advisorkhoj Team | Mutual Fund | 11 Downloaded

NFO period: 15th February – 29th February 2016

Highlights of the NFO:

  • Scheme type – A closed-end capital protection oriented scheme

  • Investment objective – The objective of this Scheme would be to seek income and minimise risk of capital loss by investing in a portfolio of fixedincome securities. The scheme may invest a part of the assets in equity to seek capital appreciation. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.

  • Product suitability – The product is suitable for investors who are seeking income over medium to long term investment in fixed income securities and long term capital appreciation by investing a portion of the assets in equity and equity related instruments.

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

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

  • Fund Managers – Siddharth Chaudhary and Shiv Chanani

  • Benchmark – CRISIL MIP Blended Index. CRISIL MIP Blended Fund Index seeks to track the performance of a debt-oriented hybrid portfolio having a blend of the CNX Nifty Index (15%) and CRISIL Composite Bond Fund Index (85%).

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

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