Showing posts with label Sundaram MF. Show all posts
Showing posts with label Sundaram MF. Show all posts

Sundaram BNP Paribas PSU Opportunities Fund NFO - Growth Option Details

Offer Opens on: Wednesday, November 25, 2009

Offer Closes on:
Wednesday, December 23, 2009

Fund Structure: Open Ended

Type: Equity

Investment Objective:
The investment objective of the scheme is to seek capital appreciation by investing in equity and equity-related securities of public sector companies to the extent of at least 65%. The fund may also invest in bonds and other fixed-income instruments issued by public sector entities. Under normal circumstances, cash may be deployed in fixed income and money market instruments. Exposure to overseas securities shall not exceed 35% of assets and shall be only related to the theme

Asset Allocation:
> Upto 65-100% of assets in Equity & Equity-related instruments in the targeted theme and
> Upto 0-35% in Equity & Equity-related instruments other than the targeted theme.
> It would also invest 0-35% in fixed income/money market instruments.

(Investment in equity & equity-related instruments other than the targeted sector/theme will be in Indian securities and large-cap stocks from S&P CNX Nifty)

Asset Management Co: Sundaram BNP Paribas Asset Management Company Limited

Minimum Investment:
Rs. 5,000/-

Systematic Investment Plan (SIP) Allowed:
Yes

Sundaram BNP Paribas PSU Opportunities Fund - Growth Option Details

Offer Opens on: Wednesday, November 25, 2009

Offer Closes on:
Wednesday, December 23, 2009

Fund Structure: Open Ended

Type: Equity

Investment Objective:
The investment objective of the scheme is to seek capital appreciation by investing in equity and equity-related securities of public sector companies to the extent of at least 65%. The fund may also invest in bonds and other fixed-income instruments issued by public sector entities. Under normal circumstances, cash may be deployed in fixed income and money market instruments. Exposure to overseas securities shall not exceed 35% of assets and shall be only related to the theme

Asset Allocation:
> Upto 65-100% of assets in Equity & Equity-related instruments in the targeted theme and
> Upto 0-35% in Equity & Equity-related instruments other than the targeted theme.
> It would also invest 0-35% in fixed income/money market instruments.

(Investment in equity & equity-related instruments other than the targeted sector/theme will be in Indian securities and large-cap stocks from S&P CNX Nifty)

Asset Management Co: Sundaram BNP Paribas Asset Management Company Limited

Minimum Investment:
Rs. 5,000/-

Systematic Investment Plan (SIP) Allowed:
Yes

Sundaram BNP Paribas PSU Opportunities Fund NFO - Dividend Option Details

Offer Opens on: Wednesday, November 25, 2009

Offer Closes on:
Wednesday, December 23, 2009

Fund Structure: Open Ended

Type: Equity

Sub-options:

> Dividend Payout
> Dividend Re-Investment

Investment Objective:
The investment objective of the scheme is to seek capital appreciation by investing in equity and equity-related securities of public sector companies to the extent of at least 65%. The fund may also invest in bonds and other fixed-income instruments issued by public sector entities. Under normal circumstances, cash may be deployed in fixed income and money market instruments. Exposure to overseas securities shall not exceed 35% of assets and shall be only related to the theme

Asset Allocation:
> Upto 65-100% of assets in Equity & Equity-related instruments in the targeted theme and
> Upto 0-35% in Equity & Equity-related instruments other than the targeted theme.
> It would also invest 0-35% in fixed income/money market instruments.

(Investment in equity & equity-related instruments other than the targeted sector/theme will be in Indian securities and large-cap stocks from S&P CNX Nifty)

Asset Management Co: Sundaram BNP Paribas Asset Management Company Limited

Minimum Investment:
Rs. 5,000/-

Systematic Investment Plan (SIP) Allowed:
Yes

Sundaram BNP Paribas PSU Opportunities Fund - Dividend Option Details

Offer Opens on: Wednesday, November 25, 2009

Offer Closes on:
Wednesday, December 23, 2009

Fund Structure: Open Ended

Type: Equity

Sub-options:

> Dividend Payout
> Dividend Re-Investment

Investment Objective:
The investment objective of the scheme is to seek capital appreciation by investing in equity and equity-related securities of public sector companies to the extent of at least 65%. The fund may also invest in bonds and other fixed-income instruments issued by public sector entities. Under normal circumstances, cash may be deployed in fixed income and money market instruments. Exposure to overseas securities shall not exceed 35% of assets and shall be only related to the theme

Asset Allocation:
> Upto 65-100% of assets in Equity & Equity-related instruments in the targeted theme and
> Upto 0-35% in Equity & Equity-related instruments other than the targeted theme.
> It would also invest 0-35% in fixed income/money market instruments.

(Investment in equity & equity-related instruments other than the targeted sector/theme will be in Indian securities and large-cap stocks from S&P CNX Nifty)

Asset Management Co: Sundaram BNP Paribas Asset Management Company Limited

Minimum Investment:
Rs. 5,000/-

Systematic Investment Plan (SIP) Allowed:
Yes

Sundaram BNP Paribas PSU Opportunities Fund NFO opens from today

Sundaram BNP Paribas PSU Opportunities Fund, an open ended equity fund, from Sundaram BNP Paribas Mutual Fund, opens for subscription from today, i.e. Wednesday, November 25, 2009. The face value of the New Fund Offer (NFO) will be Rs.10/- per unit. The NFO is open for subscription from Wednesday, November 25, 2009 to Wednesday, December 23, 2009

The investment objective of the scheme is to seek capital appreciation by investing in equity and equity-related securities of public sector companies to the extent of at least 65%. The fund may also invest in bonds and other fixed-income instruments issued by public sector entities. Under normal circumstances, cash may be deployed in fixed income and money market instruments. Exposure to overseas securities shall not exceed 35% of assets and shall be only related to the theme


More posts on Sundaram BNP Paribas PSU Opportunities Fund NFO:
> Sundaram BNP Paribas PSU Opportunities Fund - Growth Option Details
> Sundaram BNP Paribas PSU Opportunities Fund - Dividend Option Details

Sundaram BNP Paribas Entertainment Opportunities - Retail Plan (Dividend option) Info

Offer Opens on : April 24, 2008



Offer Closes on : May 20, 2008



Scheme Type : Open-Ended Equity Diversified



Investment Plan : Dividend



Entry Load : 2.25% for investments upto Rs 5 crores.



Exit Load : 1.00% if redeemed/switched out within 6 months from the date of allotment

0.50% if redeemed/switched out after 6 months but before 12 months from the date of allotment.






Scheme objective
The investment objective of the Scheme would be to achieve long term capital appreciation by investing primarily in the equity and equity related instruments of companies that focus on opportunities in the entertainment business. The scheme does not guarantee / indicate any returns.

Sundaram BNP Paribas Entertainment Opportunities - Retail Plan (Growth option) Info

Offer Opens on : April 24, 2008



Offer Closes on : May 20, 2008



Scheme Type : Open-Ended Equity Diversified



Investment Plan : Growth



Entry Load : 2.25% for investments upto Rs 5 crores.



Exit Load : 1.00% if redeemed/switched out within 6 months from the date of allotment

0.50% if redeemed/switched out after 6 months but before 12 months from the date of allotment.






Scheme objective
The investment objective of the Scheme would be to achieve long term capital appreciation by investing primarily in the equity and equity related instruments of companies that focus on opportunities in the entertainment business. The scheme does not guarantee / indicate any returns.

Sundaram BNP Paribas Entertainment Opportunities - Institutional Plan (Growth option) Info

Offer Opens on : April 24, 2008



Offer Closes on : May 20, 2008



Scheme Type : Open-Ended Equity Institutional



Investment Plan : Growth



Entry Load : NIL



Exit Load : NIL






Scheme objective
The investment objective of the Scheme would be to achieve long term capital appreciation by investing primarily in the equity and equity related instruments of companies that focus on opportunities in the entertainment business. The scheme does not guarantee / indicate any returns.

Sundaram BNP Paribas Entertainment Opportunities - Institutional Plan (Dividend option) Info

Offer Opens on : April 24, 2008



Offer Closes on : May 20, 2008



Scheme Type : Open-Ended Equity Institutional



Investment Plan : Dividend



Entry Load : NIL



Exit Load : NIL






Scheme objective
The investment objective of the Scheme would be to achieve long term capital appreciation by investing primarily in the equity and equity related instruments of companies that focus on opportunities in the entertainment business. The scheme does not guarantee / indicate any returns.

Sundaram BNP Paribas Financial Services Opportunities - Retail Plan (Growth option) Info

Offer Opens on : April 17, 2008



Offer Closes on : May 14, 2008



Scheme Type : Open-Ended Equity Diversified



Investment Plan : Growth



Entry Load : 2.25% for investments upto Rs 2 crores.



Exit Load : 1.00% if redeemed/switched out within 6 months from the date of allotment


0.50% if redeemed/switched out after 6 months but before 12 months from the date of allotment.



Scheme objective
The investment objective of the scheme is 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. The scheme does not guarantee / indicate any returns.

Sundaram BNP Paribas Financial Services Opportunities - Retail Plan (Dividend option) Info

Offer Opens on : April 17, 2008



Offer Closes on : May 14, 2008



Scheme Type : Open-Ended Equity Diversified



Investment Plan : Dividend



Entry Load : 2.25% for investments upto Rs 2 crores.



Exit Load : 1.00% if redeemed/switched out within 6 months from the date of allotment


0.50% if redeemed/switched out after 6 months but before 12 months from the date of allotment.



Scheme objective
The investment objective of the scheme is 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. The scheme does not guarantee / indicate any returns.

Sundaram BNP Paribas Financial Services Opportunities - Institutional Plan (Dividend option) Info

Offer Opens on : April 17, 2008



Offer Closes on : May 14, 2008



Scheme Type : Open-Ended Equity Instiutional



Investment Plan : Dividend



Entry Load : NIL



Exit Load : NIL



Scheme objective
The investment objective of the scheme is 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. The scheme does not guarantee / indicate any returns.

Sundaram BNP Paribas Financial Services Opportunities - Institutional Plan (Growth option) Info

Offer Opens on : April 17, 2008



Offer Closes on : May 14, 2008



Scheme Type : Open-Ended Equity Instiutional



Investment Plan : Growth



Entry Load : NIL



Exit Load : NIL



Scheme objective
The investment objective of the scheme is 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. The scheme does not guarantee / indicate any returns.