Sundaram Emerging Small Cap – Series VII

Sundaram Mutual Fund has launched A close ended equity scheme predominantly investing in small cap stocks, Sundaram Emerging Small Cap – Series VII.

Investment Strategy

The focus of this Scheme is to provide investors a reasonably diversified portfolio of Small Cap stocks.

Key Strategy:-

1. Our portfolio will consist of around 50 stocks and one of the criteria for selecting a stock will be liquidity (i.e. adequate trading volumes). We will ensure that only stocks with adequate trading volume will be purchased.

2. As we near the maturity date for the Fund we will gradually liquidate the least liquid of these stocks first and move them to money market instruments thereby ensuring adequate liquidity for redemptions.

In the event of deviations, the fund manager will carry out rebalancing within 30 days.

NFO Period:-

September 10, 2018 To September 24, 2018.

Scheme Type:-

A close ended equity scheme predominantly investing in small cap stocks

Sundaram Emerging Small Cap – Series VI, with maturity period 5 years from the date of allotment. The Maturity date is reckoned from the date of allotment. If the Maturity date is not a business day, the subsequent business day shall be considered as the maturity day for the Scheme.

Benchmark Index:-

S&P BSE Small Cap Index.

Investment Objective:-

To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small Caps. However, there can be no assurance that the investment objective of the Scheme will be realized. Small Cap stocks are defined as 251st company onwards in terms of full market capitalisation

No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved.

This Scheme is suitable for investors seeking:-

• Long term capital growth.
• investment predominantly in equity / equity-related instruments of companies that can be termed as Smallcaps .

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 Emerging Small Cap – Series VII

Cheque will be drawn in favor of Sundaram Emerging Small Cap – Series VII.

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

Reliance India Opportunities Fund – Series A

Reliance Mutual Fund has launched new Close Ended Equity Fund, Reliance India Opportunities Fund – Series A.

Investment Objective:-

The investment objective of the scheme is to provide capital appreciation to the investors, which will be in line with their long term savings goal, by investing in a diversified portfolio of equity & equity related instruments with small exposure to fixed income securities.

Although, the objective of the Fund is to generate optimal returns, the objective may or may not be achieved.

NFO Period:-

September 07, 2018 to September 21, 2018.

Minimum Application Amount:-

Rs. 5000 and in multiple  of Rs. 1 thereafter.

Fund Manager:-

Sailesh Raj Bhan, Kinjal Desai

To Invest

TATA Multicap Fund

TATA Mutual Fund has launched new Open Ended Equity Oriented Scheme focusing investment in diversified portfolio consisting of Equity and Equity related instruments across Market Capitalization, TATA Multicap Fund.

Scheme Type:-

An Open Ended Equity Scheme investing across Large Cap, Mid Cap and Small Cap stocks.

NFO Period:-

August 17, 2018 To August 31, 2018 and thereafter at prevailing NAV.

Investment Objective:-

The investment objective of the Scheme is to generate capital appreciation over medium to long term.

However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

This Scheme is suitable for investors seeking:-

• Long Term Capital Appreciation.
• investment in diversified portfolio consisting of Equity and Equity related instruments across Market Capitalization.

Minimum Application Amount:-

Rs. 5000 and in multiple of Rs. 1 thereafter.

Benchmark Index:-

S&P BSE 500 TRI.

Application form can be downloaded via Application Form TATA Multicap Fund

Cheque will be drawn in favor of TATA Multicap Fund.

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest CAMS Location

For More Information Call 9315120004, 9896155783, You can also whatsapp your query @ 9896155783.

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