Sundaram Value Fund which aims to invest eighty (80%) percent to hundred (100%) percent of this scheme’s Assets Under Management (AUMs) in equity and equity related securities will have an actively managed diversified multi–cap portfolio of about thirty (30%) to forty (40%) stocks.
Sundaram Value Fund NFO opened on January 15, 2015 and closes
on January 29, 2015.
 |
| Harsha Viji, Managing Director, Sundaram Mutual. |
Mr. Harsha Viji, Managing
Director, Sundaram Mutual, said, “We believe there are
opportunities to invest in all market conditions and Sundaram Mutual is known
for unearthing these opportunities. With our research based approach we are
ideally positioned to unearth stocks for our investors that are undervalued
relative to either sectoral or intrinsic business value and can strongly
benefit from the positive momentum in the equity markets. Sundaram Value Fund
is intended as a wealth building tool for investors.”
Mr.Sunil
Subramaniam, Deputy CEO, Sundaram Mutual, said, “Sundaram Value
Fund will invest in a well diversified portfolio of stocks through fundamental
analysis, where stock selection is characterized by an emphasis on value
opportunity and less on earnings growth. The investment manager shall invest in
stocks, following bottom-up approach, which may be available at more favorable
valuations compared to peers, taking advantage of the expected price
appreciation in the future. Sundaram Value Fund intends to deliver value to the
investors by utilizing the potential of this valuation re-rating.”
Sundaram Mutual has
entrusted the fund management of Sundaram Value Fund to Mr.S.Krishna Kumar and
S Bharath for equity investments whereas the fixed income investments will be
managed by Dwijendra Srivastava. The
performance of Sundaram Value Fund is benchmarked against S&P BSE 500
Index.
About
Sundaram Mutual Fund:
Sundaram Mutual Fund, a major player in the
fund management with retail focus, has an accomplished and acclaimed track
record since it commenced business in 1996 with average assets under management
and advice of about Rs.19,564 crore (USD 3.1 billion) as on December 31, 2014.
Sundaram Mutual Fund has a bouquet of equity
and fixed-income funds catering to diverse investor preferences.
Sundaram Mutual Fund has 80 branches across
India covering all leading centers.
For more information on Sundaram Mutual Fund and its
products and the changed scheme names, please visit www.sundarammutual.com
Fund Synopsis:
Scheme Name :
Sundaram Value Fund – Series II
Scheme Type : A five-year
closed-end equity scheme
Investment
Objective : To seek capital
appreciation by investing predominantly in equity/equity-related instruments of
companies that are undervalued across the market capitalization.
Asset Allocation:
Type of Instruments |
Minimum
|
Maximum
|
Risk Profile
|
|||||
Equity & equity-related
securities
|
80%
|
100%
|
Medium-High
|
|||||
Fixed Income Securities &
Money Market Instruments
|
0%
|
20%
|
Low to
Medium
|
|||||
*investment made in money market
instruments shall have residual maturity of upto 91 days.
Benchmark : S&P
BSE 500
Fund
Managers : S.Krishna Kumar and
S.Bharath (Equity). Dwijendra Srivastava (Debt).
Minimum
Application : For both Regular and Direct Plan: Rs.
5,000 thereafter.
Load
Structure
Entry Load : Nil
Exit Load : Not Applicable
For Media Enquiries:
Harit S. Tank
Tel.Nos.:
022 – 2681 9101 Dir.: 022 – 26819115
Ajit
Narasimhan
Tel.Nos.: 044 –
28569900 / Dir.: 044 – 28569809 Mobile:
+91 98405 05930.
Email: ajit@sundarammutual.com
Sundaram Value Fund is suitable for investors who are
seeking*
• Long Term Capital Growth • Investment predominantly in
equity/equity-related instruments of companies that can be termed as micro-caps
• High Risk 
Brown
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