Sundaram 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 Name | Sundaram Value Fund-Series II |
|---|---|
| Fund House | Sundaram Value Fund-Series II |
| Type | Close Ended Equity Scheme |
| Category | Growth |
| BenchMark | S&P BSE 500 Index |
| Term/Duration | maturity period is reckoned for 5 years from the date of allotment |
| Fund manager | S Krishnakumar & S Bharath (Equity) and Dwijendra Srivastava (Fixed Income) |
| Scheme Name | Sundaram Value Fund-Series II |
|---|---|
| NFO Open | 15 Jan 2015 |
| NFO Close | 29 Jan 2015 |
| Scheme Type | Closed ended scheme |
| Plan | Regular |
| Minimum Application Amount | Offer of units at Rs.10 per unit during the new fund offer period |
| Load Structure | Entry/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.
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[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.
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[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%.
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[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
–Textiles
–Specialty Chemicals
–Pharma
–Railway & Defence
–Food processing
–Financials
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[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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rajendra@puneinvest.com
Mobile 7719917444
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