This entry is part 2 of 11 in the series Mutual Fund NFO

Sundaram Mutual Fund launched new fund offer Sundaram Top 100 -Series I, a 3 years closed ended scheme. The NFO Opens for subscription on 5 May 2014 & closes on 23  May 2014. No entry load will be applicable for the scheme. Sundaram Top 100 Fund has got RGESS status that allows tax benefit for new retail Investor(first time).

NFO Sundaram Top 100 -Series I (81) 

Scheme Details

Key Scheme Feature 
Scheme NameSundaram Top 100 - Series I
Fund HouseSundaram Mutual Fund
TypeClosed Ended - 3 years
CategoryLarge Cap
BenchmarkCNX 100 Index
Option Growth / Dividend
Fund ManagerVenkatesan J.
 
Scheme NameSundaram Top 100 -Series I
NFO Open05 May 2014
NFO Close23 May 2014
Scheme TypeA closed ended equity scheme which shall invest in eligible securities as per Rajiv Gandhi Equity Scheme, 2012 as amended from time to time.
PlanRegular
Minimum Application AmountRs 5000 and in multiples of Rs 1 thereafter
Load StructureFor Purchase during NFO : Entry & Exit - NIL

Cheque Details            : “Sundaram Top 100 – Series I “

NFO Sundaram Top 100 -Series I (81)

Who can Invest

This product is suitable for investors:

  • Seeking long term capital appreciation
  • With risk appetite of investing in Equities
  • Investors willing to take exposure in equity and equity related securities

Objective

Investment Objective

The scheme shall follow a passive investment strategy for the fixed income component of the Scheme. The investment will be in eligible equity securities under RGESS and shall be based on a thorough research of the general macroeconomic condition, political and fiscal environment, systematic liquidity, inflationary expectations, corporate performance and other economic considerations. The Investment Manager will keep in mind the Investment Objective of the Scheme and the applicable Regulations.

Stock Selection Idea

The Fund Manager will be adopting a combination of top-down approach and bottom-up stock selection, which will encompass an evaluation of key economic trends, the analysis of various sectors in the economy leading to an outlook on their future prospects, and a diligent study of various investment opportunities within the favoured sectors.

The corpus of the scheme will be primarily invested in equity of the companies as mentioned in the investment univerese specified for RGESS. The fund manager would primarily focus on long term growth for identifying stocks. The objective would be to identify business with superior growth prospects and strong management available at reasonable valuation and offering higher risk adjusted returns. The decision to sell would be based on price reaching its fair value or availability of alternative investment opportunity offering higher risk adjusted returns or anticipated price appreciation no longer possible due to change in business fundamental.

 

 

Collection Center

NFO Sundaram Top 100 -Series I (81)

CityAddressState
Ahmedabad104, Arth Complex, B/h.A.K.Patel House
Nr.Mithakhali Six Road, Navarangapura,
Ahmedbad-380009
Tel - 1800 103 7237
Gujrat
Baroda127, Ifloor, Siddharth Complex ,Near Express Hotel,
Alkapuri R. C. Dutt Road
Baroda-390007
Gujrat
BengaluruGround Floor, Sana Plaza, 21/14 A, MG Road,
Near Trinity Metro Station, MG Road,
Bengaluru - 560 001.
Karnatak
Bhilai36/5, 1 ST FLOOR, NEHRU NAGAR
BESIDE OF ING VISYA BANK
Bhilai - 490020
BhopalPlat No.10&11, 3rd Floor, Alankar Palace
Bank street, M.P Nagar
Bhopal - 462011
BhubaneshwarOffice No-16,2nd floor,Deendayal Bhawan
Near UCO Bank Main Branch,Ashok Nagar
Bhubaneswar-751009
Calicut3rd Floor, 17/501 R2
Kanchas Building, Rajai Road
Calicut - 673001.
ChandigarhSCO-2475-76 2nd Floor
Sector-22 C
Chandigarh-160022
ChennaiNo 46, 2 nd Floor, Whites Road
Royapettah
Chennai - 600014
Cochin36/1899, Door No.D, I Floor, Sebastain Road,
Off. Kaloor Kadavanthra Road,
Kaloor, Cochin - 682 017
CoimbatoreNo-101, D.B.Road,
Kalamansion Building II Floor, (Above Canara Bank)
R.S. Puram
Coimbatore-641002
DehradunSundaram AMC Ltd, 57/19, 2nd Floor, Shiva Palace
Rajpur Road
Dehradun
Delhi7B, Rajendar Park, Pusa Road,
Upper Ground Floor, Near Metro Pillar No 153,
New Delhi - 110060
Delho
DurgapurSundaram AMC Ltd, unit No. A-307,
2nd floor, Citi centre
Durgapur-713216
GoaShop No. F30 D block
1st Floor, Alsran Plaza Panaji
Goa-403001
Goa
GuwahatiAnandi Commercial Complex 2nd Floor, Bora Service,
G.S.Road, Guwahati
Assam-781007
Hyderabad# 6 - 3 -1090/ A /13, Flat No: 401
4Th Floor, Manbhum jade towers
Hotel Fortune Katriya Lane
Somajiguda, Hyderabad - 500082
Indore125 star Lit tower, 29 Y N Road
Indore-452001
Madhya Pradesh
Jaipur03, 3rd Floor
Brij Anukampa Tower
Ashok Marg, C-scheme
Jaipur-302001
Rajstan
JalandharNo 5 E, 2nd Floor,
2nd Floor, No 5 E, Session Court Road, Near BMC Chowk,
Jalandhar-144001
Punjab
JamshedpurRoom No. 5 B, 3rd Floor, Meghdeep Building
Beside Hotel South Park, 'Q' Road, Bispupur
Jamshedpur-831001
Jodhpur116, 1st Floor, Mody Arcade
Chopasani Road
Jodhpur-342003
Rajstan
KanpurRoom No. 219
Kan Chamber's, 14/113, Civil Lines 1
Kanpur - 208 001
Kolkatta7, Camac Street
Azimgunj House
Block- 6, 3rd floor
Kolkata-700017
West bangal
Lucknow104, UGF, Sky Hi Chamber, 5-Park Road,
Lucknow-226001
LudhianaSCO-18, 4th Floor, Room No.401,
Feroze Gandhi Market, Opp L.S.E Building,
Ludhiana-141001
Madurai183 C, North velli st, Hotel Duke Opp.
Madurai-625001
MangaloreB 2, Souza Arcade
Balmatta Road
Mangalore - 575001
Karanataka
Mumbai - Andheri EastHDIL Kaledonia Commercial Complex,
2 (A), 2nd Floor, Vijay Nagar,
Sahar Road, Andheri East,
Mumbai - 400069
Maharastra
Mumbai - Nariman PointMaker Chamber V,
12th floor, 1222,
Nariman Point,
Mumbai - 400021
Maharastra
Mumbai - ThaneYashwant Bldg,
Shop No-6, Ram Maruti Cross Road, Near Ratnakar Bank,
Naupada, Thane West,
Mumbai - 400602
Maharastra
NagpurC/o Fortune Business Centre, I Floor , 6
Vasant Vihar. W.H.C Rd, Shankar Nagar
Nagpur-440010
Maharastra
NashikL-17, Suyojit Sankul
Near Rajiv Gandhi Bhavan
Sharanpur Road
Nashik-422002
Maharastra
Patna205 Ashiana Hari nawas Dak bunglow Road
Patna-800001
Bihar
PondicherryC/o. Sundaram BNP Paribas Home Finance Ltd, No: 40, Mission Street, First Floor
Pondicherry-605001
PuneUnit No. 3, 1st Floor, Rachana Trade Estate
Law College Road, Erandawane
Pune-411004
Maharastra
RaipurOffice No. 26, 3rd Floor Millenium Plaza,
Behind Indian Coffee House,
Chhattisgarh
Raipur 492001
Rajkot202 Business Terminal Complex
Opp Ram Krishna Ashram
Dr. Yagnik Road
Rajkot-360002
Gujrat
RourkelaC/O Sundaram Finance Limited
1st Floor, Mangal Bhawan
Daily Market (near SBI Evening Branch)
Rourkela - 769001
SalemNew No. 210, Old No. 315 C, AVK Arcade
Omalur Main Road
Opp. to New Bus Stand
Salem-636004
SuratL-14 Jolly Plaza
Opp Athwa Gate Police station
Athwa gate
Surat-395001
Gujrat
TrichyNo. 60, Krishna Complex, 1st Floor
Shastri Road, Thennur
Trichy-620017
TrivandrumR S Complex, T C 2/3262(5),
Opp LIC Building, Pattom
Trivandrum - 695004
Varanasi2nd Floor, Ram Singh Rana Nagar Colony,
Allapurna Nagar Colony
Kashividyapeeth Gate, Cantt. Sigra Road,
Varansi-221002
Uttar Pradesh
VijayawadaDoor No., 40-13-5, Sri Ramachandra Complex
Bajaj Show room Line, Benz Circle
Vijayawada - 520010
VizagD.NO 46-19-5/3,CABIN F-3
MANDAVARI STREET,DONDAPARTHY,
VISAKHAPATNAM-530016
 

 

 

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