Sundaram Long Term Micro Cap Tax Advantage Fund – Series V
Sundaram Mutual Fund has launched new close ended equity oriented scheme, Sundaram Long Term Micro Cap Tax Advantage Fund – Series V.
NFO Period:-
March 29, 2017 To June 29, 2017.
Scheme Type:-
A 10 year close ended Equity Linked Savings Scheme.
Benchmark Index:-
Nifty Small Cap 100.
Investment Objective:-
The investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available.
For the purpose investment by the scheme ‘ Micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock Exchange of India limited , Mumbai, at the time of investment.
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 of companies that can be termed as micro-caps along with
income tax benefit.
Minimum Application amount:-
Rs. 5000 and in multiple of Rs. 10 thereafter.
Being A Close Ended Scheme Investment is Possible only during NFO Period.
No Transaction Charges on any Investment Amount.
To Invest
To Apply offline Download KIM & Application Form Sundaram Long Term Micro Cap Tax Advantage Fund – Series V
Cheque will be drawn in favor of SMF LT MICROCAP TAX ADV SERIES V.
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