Sundaram Multi Cap Series ( Close ended Fund Series I)

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Description:

A 5 year close-ended Equity Scheme investing across large cap, mid cap, small cap stocks

Suitability:

The fund is appropriate for long term investors who are willing to lock-in their funds for a period for 5 years in a close ended fund and have a moderately high risk-appetite as well as understand the risks involved in investing in equity as the value of their investments may go up or down.

Fund Features
  • The Fund will invest in a well-diversified portfolio of large cap, mid cap and small cap stocks
Scheme Name Inception Date Maturity Date Benchmark Fund Manager
Sundaram Multi Cap Series I 28-06-18 28-06-23 S&P BSE 500 Index. S.Krishnakumar, Dwijendra Srivastava
Sundaram Multi Cap Series II 25-07-18 25-07-23 S&P BSE 500 Index. S.Krishnakumar, Dwijendra Srivastava

* 0 - indicates No Value
Data as on Oct, 2018
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High Risk

This product is suitable for investors who are seeking*

  • Long term investment,
  • A close ended equity fund that aims to generate capital appreciation.

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Fund Facts

Inception
Sundaram Multi Cap Series I - 28-06-2018
Sundaram Multi Cap Series II - 25-07-2018
Maturity Dates
Sundaram Multi Cap Series I - 28-06-2023
Sundaram Multi Cap Series II - 25-07-2023
Scheme Type A close ended equity scheme investing across large cap, mid cap, small cap stocks
Benchmark Series I & II - S&P BSE 500 Index.
Average AUM
Series I for the month of     Crore
Series II for the month of     Crore
Fund Manager S.Krishnakumar, Dwijendra Srivastava
Investment Objective The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity & equity related instruments.
Plans Regular, Direct
Options
Growth
Dividend – Payout
Dividend Sweep
Entry Load Not applicable.
Exit Load (both plans) Not applicable.