Sundaram Mutual Fund launches Sundaram Select Micro Cap Series IX

Mutual Fund
Oct 15, 2015 by Advisorkhoj Team | Mutual Fund | 16 Downloaded

NFO period: 16th October – 30th October 2015

Highlights of the NFO:

  • Scheme type – A closed-end equity scheme

  • Investment objective – To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro-caps. However, there can be no assurance that the investment objective of the Scheme will be realized. A company whose market capitalisation is equal to or lower than that of the 301st stock by market cap on the NSE at the time of investment will be considered to be in microcap category.

  • Product suitability – The product is suitable for investors who are seeking long term capital growth by investing predominantly in equity / equityrelated instruments of companies that can be termed as micro-caps.

  • Minimum Application Amount – First investment Rs. 5000/- and multiples of Rs. 10/- thereafter.

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

  • Fund Managers – S Krishnakumar & Dwijendra Srivastava

  • Benchmark – S&P BSE Small Cap Index

  • Maturity period – 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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