Sundaram Mutual Fund launches Sundaram Flexicap Fund

NFO period: 16^th August – 30^th August, 2022

Highlights of the NFO:

• Scheme type – An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks


• Investment objective – To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks). 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 capital appreciation over long term by investing in a dynamic mix of equity and equity related instruments across large cap, midcap and small cap stocks.


• Minimum Application Amount – First investment is Rs. 100/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available – Regular Plan and Direct Plan having Growth Option, Income Distribution cum Capital Withdrawal (IDCW) Payout, Income Distribution cum Capital Withdrawal (IDCW) Re-Investment & Income Distribution cum Capital Withdrawal (IDCW) Transfer Sub-Option.


• Fund Manager – Mr. Sudhir Kedia & Mr. Ravi Gopalakrishnan (Equity), Mr. Dwijendra Srivastava. (Fixed Income) and Mr. Rohit Seksaria, is the dedicated fund manager for investments in overseas securities


• Benchmark – Nifty 500 TRI (Tier I & II)