Sundaram Mutual Fund launches Sundaram Equity Fund

Mutual Fund
Aug 16, 2019 by Advisorkhoj Team | Mutual Fund | 3 Downloaded

NFO period: 16th August – 30th August, 2019

Highlights of the NFO:

  • Scheme type – An open ended equity scheme investing across large cap, mid cap, small cap stocks

  • Investment objective – The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation. No Guarantee: There is no guarantee or assurance that the by investing objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the schemes. There is also no guarantee of capital or return either by the Mutual Fund or by the sponsor or by the Asset Management Company.

  • Product suitability – The product is suitable for investors who are seeking capital appreciation over medium to long term. By investing in equity and equity-related securities of companies across various market capitalization.

  • Minimum Application Amount – First investment is Rs. 100/- and in multiples of Rs. 1/- thereafter

  • Plan/ Options available – Regular Plan and Direct Plan having Growth, Dividend (Payout, Re-Investment & Sweep).

  • Fund Manager – Mr. S Krishnakumar & Mr. Bharath S (Equity), Mr. Dwijendra Srivastava. (Fixed Income) and Mr. Rohit Seksaria

  • Benchmark – S&P BSE 500 TRI Index

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

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