Sundaram Mutual Fund launched new fund offer Sundaram Select Micro Cap Fund-Series V, 42 month closed ended scheme. The NFO Opens for subscription on 11 Aug. 2014 & closes on 25 Aug. 2014.  No entry load will be applicable for the scheme.

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[wptabtitle] Scheme Details[/wptabtitle] [wptabcontent]Key Scheme Feature 

Scheme NameSundaram Select Micro Cap Fund-Series V
Fund HouseSundaram Mutual Fund
TypeClosed Ended - 42 Month
CategorySmall Cap (Micro)
BenchmarkS&P BSE Small Cap Index
OptionGrowth / Dividend
Fund ManagerS. Krishna Kumar (Equity ) & Dwijendra Srivastava (Fixed Income)
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Scheme NameSundaram Micro Cap Fund -Series V
NFO Open11 Aug 2014
NFO Close25 Aug 2014
Scheme Type42 Month close ended scheme
Minimum Application AmountRs 5000
Load StructureFor Purchase during NFO : Entry & Exit - NIL

Cheque Details        : “Sundaram  Select Micro Cap Fund-Series V”

Who can Invest

This product is suitable for investors:

  • Seeking long term capital appreciation
  • With risk appetite of investing in Equities
  • Investors willing to take exposure in equity and equity related securities


[wptabtitle] Objective[/wptabtitle] [wptabcontent]Investment Objective for Series I

  • To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities , including equity derivatives, in the Indian market with focus on micro cap companies.
  • The company whose market capitalization is equal to or lower than that of the 301th stock by market cap on the NSE.

Stock Selection Idea (Portfolio Construction )

The fund will select stocks from within the investment universe based on following criteria

  • Research & Analysis : Research is meant
  • No capitalization bias
  • No theme bias
  • Single Stock Limit 8%
  • Any Sector not more than 30% of Portfolio




[wptabtitle] Tax Implication[/wptabtitle] [wptabcontent]Illustrative List of Tax Implications

This summary of tax implication is based on the current provisions of the applicable laws. In view of the individual nature of tax implications, investor are advise to refer the provisions of the Income-Tax Act & consult Investment Advisor or Tax advisor  with respects to the specific tax implications arising out of an investment in the scheme.

  • Income from Fund : Exempt from Tax
  • Dividend from Fund  :  Tax Free
  • Long Term Capital Gain (Unit held for more than 12 months qualify) : Tax Free
  • Short Term Capital Gain (Unit held for less than 12 month qualify) : 15%
  • Security Transaction Tax : Payable  at 0.001% on the value of units sold
  • Tax Deduction at Source (TDS) :  Not applicable for person resident in India; TDS applied on redemption proceeds payable to NRIs.



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Contact Us for Investment

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