Sundaram Mutual Fund launches Sundaram Hybrid Fund Series O

NFO period: 16^th February – 01^st March 2016

Highlights of the NFO:

• Scheme type – A Closed-End Hybrid Scheme


• Investment objective – To generate capital appreciation and current income, through a judicious mix of investments in equities and fixed income securities. 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 (Half Yearly and Yearly) Option.


• Fund Managers – Siddharth Chaudhary and Shiv Chanani. Co-Fund Managers: Dwijendra Srivastava and S Krishnakumar


• Benchmark – CRISIL Composite Bond 70% and Nifty Fifty Index 30%


• Maturity – 1300 days from the date of allotment