sun1Sundaram launched new fund offer Sundaram Value Fund-Series X, a 4 year closed ended fund. The NFO Opens for subscription on 3 Nov 2017 and close as on 17 Nov 2017. No entry load will be applicable for the scheme.


Key Scheme Feature 

Scheme NameSundaram Value Fund-Series X
Fund HouseSundaram Mutual Fund
TypeClose Ended Equity Scheme
NFO Open Date3 Nov 2017
NFO Close Date17 Nov 2017
CategoryGrowth /Dividend
BenchMarkS&P BSE 500 Index
Term/Durationmaturity period is reckoned for 4 years from the date of allotment
Fund manager S Krishnakumar & Madangopal Ramu
Minimum SubscriptionRs. 5000
LoadEntry Load - NIL , Exit Load - Not Applicable

Cheque Details            : “Sundaram Value Fund-Series X.”

Who can Invest

This product is suitable for investors:

  • Seeking long term capital appreciation
  • With risk appetite of investing in Equities
  • investment in a well diversify portfolio of stocks through fundamental analysis
  • Investors willing to take exposure in equity and equity related securities.

Sundaram Mutual Fund Website for Online Application

Sundaram Mutual Fund Website

 Investment Objective::

  • To provide long term capital appreciation by investing primarily in well-diversified portfolio of companies accumulated at a discount to its fair value after taking into consideration various factors such as earnings, Asset value, free cash flow and dividend yield. Ho well diversified portfolio of stocks through fundamental analysis. However, there can be no assurance that the investment objective of the Scheme will be realized.

 Investment Strategy

  • Portfolio split largely equally between Large caps and Mid & Small Caps
  • Sector/ Stock selection driven by value philosophy ; Business that are undervalued in relation to its historical / market multiples
  • Use of valuation metrics like PE ratio, P/BV , EV/EBIDTA as relevant
  • Periodical dividend payouts between NAV of Rs 12 to 14
  • Hedge Portfolio through Put Options -Fund Manager at his discretion can buy put options


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