sun1Sundaram  launched new fund offer Sundaram Value Fund-Series II, a closed ended scheme. The NFO Opens for subscription on 15th January 2015  & closes on 29th January 2015.  No entry load will be applicable for the scheme.  

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

Scheme NameSundaram Value Fund-Series II
Fund HouseSundaram Value Fund-Series II
TypeClose Ended Equity Scheme
BenchMarkS&P BSE 500 Index
Term/Durationmaturity period is reckoned for 5 years from the date of allotment
Fund manager S Krishnakumar & S Bharath (Equity) and Dwijendra Srivastava (Fixed Income)
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Scheme NameSundaram Value Fund-Series II
NFO Open15 Jan 2015
NFO Close29 Jan 2015
Scheme TypeClosed ended scheme
Minimum Application AmountOffer of units at Rs.10 per unit during the new fund offer period
Load StructureEntry/Exit not Applicable.

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

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::

  • To provide capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis. However, there can be no assurance that the investment objective of the Scheme will be realized.
  • A reasonably diversified multi –cap portfolio of about 30-40 stocks.
  • Bottom-up approach.
  • Active management of portfolio.


[wptabtitle] Investment Process[/wptabtitle] [wptabcontent]

  • The fund proposes to adopt an investor-friendly dividend policy (surpluses permitting) to ensure that liquidity is not restricted for a 5-year horizon.
  • Focus on the sectors that are key beneficiaries of the ”Make in India” Program.
  • Emphasis will be on investing in good businesses which are currently under- valued relative to either Sectoral or Intrinsic business value.
  • Asset Allocation :1)Equity & equity-related securities:80-100% 2) Fixed Income Securities & Money Market Instruments: 0-20%.


[wptabtitle]Portfolio strategy[/wptabtitle] [wptabcontent]

  • The fund would thus invest in a well diversified set of stocks across sectors like

–Auto & Auto Components

–Engineering products

–Castings & Forgings

–Industrials & consumables

–Electrical equipment’s & products


–Specialty Chemicals


–Railway & Defence

–Food processing



[wptabtitle]What is Make In India[/wptabtitle]

  • Strategy:Turning India into a manufacturing hub.
  • Action steps:1)Invite the world to manufacture in India. 2)Time bound clearances and a responsive-transparent-accountable government. 3)Adopt international best practices and technology and benefit from globalization.
  • Goals:1)create 100 million jobs.2)minimize import dependence and promote exports. 3)share of manufacturing to go up to 25% from 15% of GDP. 4)Transform ‘make In India’ from a marketing initiative into a long term sustainable program.


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Contact Us for Investment

Mobile 7719917444

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