NFO - Launch of Sundaram Capital Protection Oriented Fund Series -2 (2 yrs)

Launch of Sundaram Capital Protection Oriented Fund Series 2(2 Years Closed Ended)

 

v      NFO Opens on – 1^st July,2011

v      NFO Closes on – 15^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 2Y2S”

 

Fund Key Characteristics

 

v      Capital Protection Orientation – Endeavour’s to preserve capital by investing sufficient funds (90%) in fixed income securities so that, with the interest it grows back to your initial capital value over a 2 year period.

v      Capital Gains – Generates capital appreciation by investing a part of fund (10%) 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.