Sundaram Long Term Tax Advantage Fund Series IV

Best NFOs New Fund Offers, ELSS- Equity Linked Saving Schemes, Equity Fund

Sundaram Long Term Tax Advantage Fund Series IV

Sundaram Mutual Fund has launched new close ended equity oriented scheme, Sundaram Long Term Tax Advantage Fund Series IV.

NFO Period:-

March 27, 2018 To June 27, 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 June 2018 you can use Combo Application form where you will invest in Sundaram Income Plus Fund and there after funds will be automatically switched to Sundaram Long Term Tax Advantage Fund Series IV.

Application Form can be downloaded via Application Form Sundaram Long Term Tax Advantage Fund Series IV

Cheque will be drawn in favor of Sundaram Income Plus

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 2

Best NFOs New Fund Offers, Equity Fund

Sundaram Emerging Small Cap – Series 2

Sundaram Mutual Fund has launched new Close ended Equtiy oriented fund offer, Sundaram Emerging Small Cap – Series II.

NFO Period:-

March 19, 2018 To April 02, 2018.

Scheme Type:-

Sundaram Emerging Small Cap – Series II, 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 micro-caps. However, there can be no assurance that the investment objective of the Scheme will be realized.
A company whose market capitalisation is equal to or lower than that of the 251st stock by market cap on the NSE at the time of investment will be considered to be in micro-cap category.
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 II (Tenure 5 years).

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

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

Aditya Birla Sun Life Resurgent India Fund – Series 7

Best NFOs New Fund Offers, Equity Fund

Aditya Birla Sun Life Resurgent India Fund – Series 7

Birla Sun Life Mutual Fund has launched new close ended Equity oriented scheme focusing UJJWAL BHARAT India Recovery, Aditya Birla Sun Life Resurgent India Fund – Series 7.

NFO Period:-

March 20, 2018 To April 03, 2018.

Why Invest

The Scheme is a diversified equity scheme. A select portfolio of such bottom-up picks in the equity market offer significant opportunity for higher portfolio returns. In addition, the fund managers will also seek to bring in top
down analysis to identify the sectors that could be key beneficiaries of turnaround in economy.

Besides this, short-term opportunities would also be seized, that are supported by underlying valuations. As part of the investment strategy, scheme will book profits at opportune moments to take advantage of the volatility in the market. The Scheme may also invest a small portion of its corpus in fixed income securities including money market instruments to manage its liquidity requirements.

Scheme Type:-

The scheme will have duration/tenure of 3.5 years from and including the date of allotment.

Investment Objective:-

The investment objective of the scheme is to provide capital appreciation by investing primarily in equity and equity related securities that are likely to benefit from recovery in the Indian economy.

The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

This Scheme is suitable for investors seeking:-

  • Long term capital growth.
  • Invests primarily in equity and equity related securities that are likely to benefit from recovery in the Indian economy.

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

Application form can be downloaded via Appliaction Form Aditya Birla Sun Life Resurgent India Fund – Series 7.

Cheque will be drawn in favor of Aditya Birla Sun Life Resurgent India Fund – Series 7.

You Can Also 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

SBI Long Term Advantage Fund – Series V

Best NFOs New Fund Offers, ELSS- Equity Linked Saving Schemes, Equity Fund

SBI Long Term Advantage Fund – Series V

SBI Mutual Fund has launched new Close Ended ELSS Equity linked saving scheme offer, SBI Long Term Advantage Fund – Series V.

NFO Period:-

December 21, 2017 To March 20, 2018.

Scheme Type:-

A 10 Year Close Ended Equity Linked Saving Scheme.

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.

This Scheme is suitable for investors seeking:-

  • Capital appreciation over a period of 10 years.
  • Investment in equity and equity related instruments of companies along with income tax benefit under section 80C of the Income Tax Act 1961.

Minimum Application Amount:-

Rs. 500 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

Application Form can be downloaded via Application Form SBI Long Term Advantage Fund – Series V

Cheque will be drawn in favor of SBI LONG TERM ADVANTAGE FUND – SERIES V.

You Can Also INVEST ONLINE

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