Launch of Sundaram Capital Protection Oriented Fund Series -4 (3 yrs)

Sundaram Capital Protection Oriented Fund Series 4(3 Years Closed Ended)

 

v      NFO Opens on – 15^th July,2011

v      NFO Closes on – 29^th July,2011

v      Entry Load – NIL

v      Exit Load – NIL

v      Options – Growth Option and Dividend Option

v      Minimum Application Amount – Rs 5,000

v      Cheque in Favor of – “SMF CPOF 3Y4S”

 

Fund Key Characteristics

 

v      Capital Protection Orientation – Endeavour’s to preserve capital by investing sufficient funds (80%) in fixed income securities so that, with the interest it grows back to your initial capital value over a 3 year period.

v      Capital Gains – Generates capital appreciation by investing a part of fund (20%) in equity, it will be a Large cap equity portfolio which will create scope for attaining higher returns as compared to broad market

v      Highest CRISIL rating AAA (so) – This rating indicates the highest degree of certainty regarding timely payment of face value of the investment of investors.

v      Tax Efficient – The tax efficiency of this fund is attractive as gains will be taxed as long term capital gains and investor can take Indexation benefit.

 

 

Application form and product note is enclosed for your gracious perusal