Sundaram Value Fund Series - II
| Scheme Name &Tenor | Sundaram Value Fund Series II(A 5 Years Closed End Equity Scheme) |
| Scheme Type | A Closed-End Equity Scheme |
| NFO Open Date | 15/01/2015 |
| NFO Close Date | 29/01/2015 |
| Minimum Application Amount | Rs 5000 |
| Plan & Options | Regular , Growth and Dividend Payout. Default option a) The Investment option is not indicated the default option will be growth. b) If neither the plan nor the ARN Code is mention in the application form the default plan shall be direct plan. |
| Benchmark | S&P BSE 500 Index |
| Entry Load | Nil |
| Exit Load | Not Applicable |
| Fund Manager | Mr. S Krishnakumar & Mr. Dwijendra Srivastava, Mr.S Bharath is the dedicated fund manager for investments in overseas securities |
| Cheque Favouring | Sundaram Value Fund Series II |
1.ICICI Prudential Tax Plan
2.Reliance Tax Saver (ELSS) Fund
3.HDFC TaxSaver
4.DSP BlackRock Tax Saver Fund
5.Religare Tax Plan
6.Franklin India TaxShield
7.Canara Robeco Equity Tax Saver
8.IDFC Tax Advantage (ELSS) Fund
9.Axis Tax Saver Fund
10.BNP Paribas Long Term Equity Fund
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