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Sundaram Mutual Fund launches Sundaram Value Fund Series VII

Mutual Fund

by Advisorkhoj Team | Mutual Fund | 9 Downloaded

NFO period: 15th February – 01st March, 2017

Highlights of the NFO:

  • Scheme type – A close ended equity scheme

  • Investment objective – To provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis. However, there can be no assurance that the investment objective of the Scheme will be realized. No Guarantee: There is no guarantee or assurance that the investment 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 long term capital growth by investing in a well diversified portfolio of stocks through fundamental analysis.

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

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

  • Fund Managers –

    • S Krishnakumar, Madanagopal Ramu (Co- Fund Manager Equity)

    • Dwijendra Srivastava (Fixed Income)

    • Shiv Chanani (Overseas Securities)

  • Benchmark – S&P BSE 500 Index

  • Maturity period – 57 months from the date of allotment

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

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