Sundaram Mutual Fund launches Sundaram Hybrid Fund Series P

Mutual Fund
Mar 3, 2016 by Advisorkhoj Team | Mutual Fund | 4 Downloaded

NFO period: 08th March – 22nd March 2016

Highlights of the NFO:

  • Scheme type – A Closed-End Hybrid Scheme

  • Investment objective – The investment objective of the scheme is 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 by investing 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 is Rs. 5,000/- and in multiples of Rs. 10/- thereafter

  • Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Dividend Payout (Half Yearly and Yearly).

  • 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
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