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