Sundaram Mutual Fund launches Sundaram Equity Plus Fund
Name of the scheme: Sundaram Equity Plus Scheme
Type of Scheme: Open Ended Equity Scheme
NFO Price: Rs 10 per unit
Investment Objective:
The main objective of the scheme is to generate capital appreciation by investing in equities and gold exchange traded funds.
Investment Allocation:
Equity and Equity Related Instruments – 65% to 85%
Gold Exchange Traded Funds – 15% to 35%
Fixed Income and Money Market Instruments – upto 20%
Entry Load: NIL
Exit Load: 1% if the units are redeemed within 12 months from the date of allotment.
NIL if the units are redeemed after 12 months from the date of allotment.
Happy Investing!!
Disclaimer:
“Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objectives of the Scheme will be achieved. Please read the Statement of Additional Information and Scheme Information Document carefully before investing”.
“In Mutual Funds, the past performance is not guaranteed in future”.
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