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
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