Sundaram Mutual Fund launches SUNDARAM VALUE FUND Series II

NFO period: 15^th January – 29^th January 2015

Highlights of the NFO:

• Scheme type – A Close End 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.


• Product suitability – The product is suitable for investors who are seeking long capital growth by investing in a well diversified portfolio of stocks through fundamental analysis.


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


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


• Fund Managers – S Bharath & Dwijendra Srivastava. S Bharath is the dedicated fund manager for investment in overseas securities


• Benchmark – S&P BSE 500 Index


• Maturity date – 5 years from the date of allotment.