ICICI Prudential Bharat Consumption Fund – Series 4

ICICI Prudential Bharat Consumption Fund – Series 4 is a close ended Equity oriented Scheme Targeting Sectors that can benefit from consumption theme like Consumer Non-Durable, Consumer Durable, Auto, Healthcare Services, etc. that are likely to play out well with investment horizon.

NFO Period:-

July 30, 2018 To August 13, 2018.

Scheme Type:-

A 1300 Days Close Ended Equity Oriented Scheme.

Benchmark Index:-

Nifty India Consumption Index.

Investment Objective:-

The investment objective of the Scheme is to provide capital appreciation by investing predominantly in equity and equity related instruments of sectors that could benefit from growth in consumption and related activities.

However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Where Scheme will Invest:- 

The Scheme intends to invest predominantly in Equities and Equity Related Securities of companies that are likely to benefit directly or indirectly from consumption and related activities. Such companies may directly or indirectly
benefit from increase in consumption led demand. Illustrative list of such sectors is as under:

1. Consumer Durables
2. Consumer Non-Durables
3. Healthcare
4. Pharmaceuticals
5. Auto
6. Auto Ancillaries
7. Telecom
8. Services

9. Media & Entertainment
10. Aviation
11. Textiles
12. Fertilisers and Pesticides
13. Retailing

This Scheme is suitable for investors seeking:-

• Long term wealth creation solution.
• A close ended equity scheme that aims to provide capital appreciation by investing in a well-diversified portfolio of stocks that could benefit from growth in consumption and related activities.

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 ICICI Prudential Bharat Consumption Fund – Series 4.

Cheque will be drawn in favor of ICICI Prudential Bharat Consumption Fund – Series 4.

You Can Also invest via our INVEST ONLINE .

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest CAMS Location

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

Sundaram Long Term Tax Advantage Fund Series V

Sundaram Mutual Fund has launched A close ended ELSS – Equity Linked Saving Scheme with a statutory lock in of 3 years and tax benefit, Sundaram Long Term Tax Advantage Fund Series V.

NFO Period:-

June 25, 2018 To September 24, 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 September 2018 you can use Combo Application form where you will invest in Sundaram Low Duration Fund and there after funds will be automatically switched to Sundaram Long Term Tax Advantage Fund Series V.

Combo Application Form can be downloaded via Combo Application Form Sundaram Long Term Tax Advantage Fund Series V.

Cheque will be drawn in favor of Sundaram Low Duration Fund.

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

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

Download Standalone Application Form

Standalone Application form can be downloaded via Application Form Sundaram Long Term Tax Advantage Fund Series V .

Cheque will be drawn in favor of Sundaram Long Term Tax Advantage Fund 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

Sundaram Emerging Small Cap – Series V

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

NFO Period:-

July 25, 2018 To August 08, 2018.

Scheme Type:-

A close ended equity scheme predominantly investing in small cap stocks

Sundaram Emerging Small Cap – Series V, 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 V

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