Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund 5 Years Series 8

NFO period: 16^th March – 30^th March 2016

Highlights of the NFO:

• Scheme type – A closed-end capital protection oriented scheme


• Investment objective – The objective of this Scheme would be to seek income and minimise risk of capital loss by investing in a portfolio of fixed-income securities. The scheme may invest a part of the assets in equity to seek capital appreciation. 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 Option.


• Fund Managers – Siddharth Chaudhary and Shiv Chanani


• Benchmark – CRISIL MIP Blended Index


• Maturity period – 5 years from the date of allotment