Sundaram Emerging Small Cap – Series VI

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

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:-

August 20, 2018 To September 03, 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 VI

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

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

UTI – Equity Savings Fund

UTI Mutual Fund has launched new open ended Equity Scheme investing in equity, arbitrage and debt, UTI – Equity Savings Fund .

NFO Period:-

August 10, 2018 to August 24, 2018. Scheme will reopen for fresh purchase after NFO period.

Investment Objective :-

The Scheme intends to generate long-term capital appreciation by investing a portion of the Scheme’s assets in equity and equity related instruments. The Scheme also intends to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies.

There can be no assurance that the investment objective of the scheme will be realized.

This Scheme is suitable for investors seeking:-

• Long term capital appreciation and income.
• Investment in equity & equity related instruments, arbitrage opportunities, and investments in debt and money market opportunities.

Minimum Application Amount:-

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

Benchmark Index:-

Nifty Equity Savings Index.

To Invest

Application Form can be downloaded via Application Form UTI Equity Savings Fund.

Cheque will be drawn in favor of UTI – Equity Savings Fund.

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest KARVY 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