| Reasons to invest in the fund |
| These are volatile times. Global economic factors and
their impact on local markets create unexpected ups and
downs. However, India's long-term growth story is very
much alive and it would be a mistake to ignore stocks
now. In fact the volatility could lead to exciting
investment opportunities. But the downside could be
scary. Gold, as everyone knows, offers an effective hedge
against inflation and volatility. So a fund that invests in
stocks and gold could potentially combine the power of
equity investment with the downside-protection offered
by gold. That is exactly why you should invest in
Sundaram Equity Plus. |
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The fund seeks to invest in a combination of
large cap stocks & domestic gold-ETFs. |
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Gold-ETFs provide diversification and an
investment in an alternate asset class. |
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Gold acts as an effective hedge against inflation.
Historically, higher inflation has led to higher
gold price. |
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Gold is source of stability in big equity downturns
such as 2000 and 2008. |
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The scheme is treated as a regular equity fund
(equity investments of at least 65%) from a
taxation perspective. |
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Given the relatively fragile economic outlook for
developed nations, gold can serve as a store of
value. |
| Suitability: |
| The Scheme is appropriate for investors who - |
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Are investing with a view to meeting long-term
financial goals. |
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Seek long-term capital appreciation. |
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Have an investment horizon of at least three-tofive
years. |
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Are willing to accept fluctuations in prices of
underlying securities. |
| Allocating a portion of your equity investment to
this fund would be wise. |
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E-Mail: service@sundarammutual.com
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Toll Free: 1800 425 7237 (India Only)
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SMS: SFUND to 56767
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www.sundarammutual.com |
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E-Mail: service@sundarammutual.com
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Toll Free: 1800 425 1000 (India Only)
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SMS: SFUND to 56767
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www.sundarammutual.com |
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Disclaimer : Scheme information document (SID) and application forms are available at the offices of Sundaram Asset Management, its distributors and at www.sundarammutual.com. Fund Facts: Name: Sundaram Equity Plus ('Plus' used in the
scheme name is only in terms of asset allocation and not in terms of return/yield); Type: An open-end equity scheme; Investment Objective: To seek capital appreciation by investing in equity and equity-related instruments listed in
India and in gold-ETF. Asset Allocation: Equity and equity related instruments: 65% - 85%. Gold ETF (Domestic Market): 15% - 35%. Fixed Income and Money market instruments: 0%-20% . Derivative Exposure: 0%-50%. Overseas
Securities Investments: 0%-35%. Terms of Offer: Rs. 10 per unit during NFO period. Minimum Investment: Rs. 5,000 and in multiples of Re. 1/-. Options: Growth, Dividend (Payout & Re-Investment) Exit Load: 1% if redeemed within 12
months from date of allotment. NAV publication /sale /redemption will be available on business days. Scheme-Specific Risk Factors: The price of gold is influenced by several global and local variables. These include global demandsupply
trends, purchases/sales by central banks, delays in bringing new mines on line, macro-economic variables, geo-political factors, seasonality in demand, changes in duty and tariffs, currency and liquidity. These variables may have
an impact on the prices of gold and consequently on the NAV of the Scheme to the extent investment is made in gold - ETF. ETF investments will be subject to risks of the underlying scheme including tracking error. The equity portfolio will
be subject to market risk, price risk and non-diversification, to name a few. Change in Government policy in general and changes in tax benefits applicable to mutual funds may impact the returns to Investors. Derivative exposure Risk:
Model risk, market liquidity risk and basis risk. Overseas Securities Investment Risk: Country risk, currency risk, geo-political risk, legal restrictions and regulation changes in geography other than India. General Risk Factors: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance of the Mutual Fund/Investment Manager/Sponsor does not indicate the future performance of this Scheme. Unit holders in the scheme are not
being offered any guaranteed /assured returns. Sundaram Equity Plus is only the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects or returns. Statutory Details:
Mutual Fund: Sundaram Mutual Fund (Trust) Sponsor: Sundaram Finance Ltd. (Liability limited to Rs 1 lakh). Investment Manager: Sundaram Asset Management Company Ltd. Trustee: Sundaram Trustee Company Ltd.
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