Sundaram Financial Services Opportunities Fund

Investment Objective

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

Stated Asset Allocation

Equity & Equity Related Instruments of companies engaged in Banking and Financial Services 80-100% High Other Equities Upto 20% High Fixed Income, Money Market instruments and Cash & Cash Equivalents Upto 20% Low to Medium Investment in REITs & InvITs 0-10% Medium to High

Exit Load

0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment. Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.

Fund Managers

FM1- Mr. Rohit Seksaria, FM2- Mr. Shalav Saket(Overseas Securities)

Comanage