Saturday, February 19, 2011

Sundaram Capital Protection Oriented Fund – Series 2

Fund Features:

Particulars

Details

Scheme Type

Close ended capital protection oriented scheme

Maturity Period

5 Years

NFO Opens

February 15, 2011

NFO Closes

February 28, 2011

Asset Allocation:

Debt & Money Market Instruments

70-100%

Equity & Related Instruments

0-30%

Entry & Exit Load

Nil

Options

Growth & Dividend Payout

Benchmark

CRISIL MIP Blended Index

Minimum Investment

Rs.5,000

Fund Managers

Dwijendra Srivastava & S. Krishna Kumar

Reasons to invest in the fund:

  • Diversification – Portfolio mix of debt and equity securities

  • Low Interest Rate Risk – Debt papers are held until maturity

  • Low Credit Risk – Investments in high quality AAA rated debt papers

  • Tax Efficiency – Benefit of Indexation on Long Term Capital Gains

  • Returns – Inflation beating returns by investing in equities

  • Conservative Investors: Equity participation with capital protection orientation

No comments:

Post a Comment