Fwd: Sundaram Capital Protection Oriented Fund - Series 2

Dear Investor,

 

 

We are pleased to provide you an opportunity to invest in Sundaram Capital Protection Oriented Fund – Series 2. This is a 3 year close ended scheme that seeks to maximize returns while ensuring protection of your capital. The scheme predominantly invests in high quality AAA rated bonds while taking a marginal exposure to equities and related instruments.

 

Traditional savings schemes and fixed deposits offer safety at the cost of lower returns. Although equity markets provide the possibility of higher returns, not everybody can stomach the volatility associated with them. In such a scenario, there is a need for a product that can offer you the capital safety features of fixed deposits along with the ability to deliver higher returns. Sundaram Capital Protection Oriented Fund – Series 2 seeks to seamlessly achieve the best of both worlds!

 

Investment Strategy:

 

Sundaram Capital Protection Oriented Fund aims for fixed deposit-plus returns without losing sight of capital protection orientation. The scheme endeavours to preserve your capital by investing primarily (over 80%) into high quality fixed income instruments. As the debt papers are held till maturity, changes in interest rates would not affect the scheme's objectives. It also seeks to generate capital appreciation by investing a part of the funds (under 20%) into stocks forming part of S&P CNX 500 Index. The scheme's equity portfolio would be multi-cap oriented in a bid to outperform the broader market indices. The scheme has been rated AAA (so) by CRISIL indicating highest degree of certainty regarding the timely payment of face value of investment.

 

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

Fund Features:

 

Particulars	Details
Scheme Type	Close ended capital protection oriented scheme
Maturity Period	3 Years
NFO Opens	November 22, 2010
NFO Closes	November 30,2010
Asset Allocation:
Debt & Money Market Instruments	80-100%
Equity & related instruments	0-20%
Entry & Exit Load	Nil
Options	Growth
Benchmark	CRISIL MIP Blended Index
Minimum Investment	Rs.5,000
Fund Managers	Dwijendra Srivastava & S. Krishna Kumar

 

Kindly let us know your interest in the proposal by calling on our Toll-Free Number 1800 425 0123 between 9.30 am to 6.30 pm, so that we can send our Relationship Managers to address your queries. Alternately, you can also send a return mail request to contact.

 

Regards,

Abhijit Singh| Branch Head | Sprism Investment Services Pvt Ltd
#4 | 2nd Floor | Khaitan Chambers | Modi Street |Mumbai.
(022 – 30268502 | Mobile: (+91) 9769733071 | 7 Fax 022- 30268500
* abhijit@sprism.in | website: www.sprisminvest.com