Sundaram Mutual Fund launches Sundaram Long Term Tax Advantage Fund Series II

NFO period: 03^rd November – 15^th March 2016

Highlights of the NFO:

• Scheme type – A 10 year close ended Equity Linked Savings Scheme


• Investment objective – The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved. 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 return.


• Product suitability – The product is suitable for investors who are seeking capital appreciation over a period of 10 years by investing in equity and equity related instruments of companies along with income tax benefit.


• Minimum Application Amount – First investment Rs. 500/- and multiples of Rs. 500/- 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 500 Index


• Maturity period – 10 years from the date of allotment.