Sundaram Mutual Fund launches Sundaram Select Small Cap Series V

NFO period: 05^th June – 19^th June, 2017

Highlights of the NFO:

• Scheme type – A close-ended equity scheme


• Investment objective – To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as small-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 101st and upto 300th stock by market cap on the NSE at the time of investment will be considered to be in small-cap category. 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 predominantly in equity / equity-related instruments of companies that can be termed as small-caps.


• 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 Option & Dividend Sweep Option.


• Fund Managers – S Krishnakumar & Dwijendra Srivastava


• Benchmark – S&P BSE Small Cap Index


• Maturity period – 4 years from the date of allotment.