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April 8, 2018 sushil bajaj Best NFOs New Fund Offers, ELSS- Equity Linked Saving Schemes, Equity Fund

Sundaram Long Term Tax Advantage Fund Series IV


Sundaram Mutual Fund has launched new close ended equity oriented scheme, Sundaram Long Term Tax Advantage Fund Series IV.

NFO Period:-

March 27, 2018 To June 27, 2018.

Scheme Type:-

A close ended equity linked saving scheme with a statutory lock in of 3 years and Income Tax Benefit U/S 80C.

Benchmark Index:-

S&P BSE 500 Index..

Investment Objective:-

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

However, there is no guarantee or assurance that the investment objective of the scheme will be achieved

This Scheme is suitable for investors seeking:-

  • Capital appreciation over a period of 10 years.
  • Investment in equity and equity related instruments  along with income tax benefit.

Minimum Application amount:-

Rs. 5000 and in multiple of Rs. 500 thereafter.

Being A Close Ended Scheme Investment is Possible only during NFO Period.

No Transaction Charges on any Investment Amount.

To Invest



Combo Application Form 


As NFO Closing date is falling on June 2018 you can use Combo Application form where you will invest in Sundaram Income Plus Fund and there after funds will be automatically switched to Sundaram Long Term Tax Advantage Fund Series IV.

Application Form can be downloaded via Application Form Sundaram Long Term Tax Advantage Fund Series IV

Cheque will be drawn in favor of Sundaram Income Plus

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your Nearest Sundaram Mutual Fund Office.

For More Information Call 9315120004, Or Whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments


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