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Sundaram Tax Saver Applcation Form

 
 
 
Investment Details
Basics
Min Investment (Rs) 500
Subsequent Investment (Rs) 500
Min Withdrawal (Rs) 500
Min Balance (Rs) 500
Pricing Method Forward
Purchase Cut-off Time (hrs) 15
Redemption Cut-off Time (hrs) 15
Redemption Time (days) 3
Lock-in 1095 days
Cheque Writing --
Systematic Investment Plan
SIP Yes
Initial Investment (Rs) 500
Additional Investment (Rs) 250
No of Cheques 6
Note
For Quarterly SIP, minimum amount of Rs. 750 is required.


Systematic Withdrawal Plan
Initial Investment (Rs) --
Min SWP withdrawal (Rs) --

 

 

 

Aim:
Without no market cap or sector bias, investment will be in companies that have a superior growth potential and sound business model

Performance Driver:
Aggressive stance, though now more diversified with a higher large-cap exposure

Why Invest?
It has bouts of chart-topping performances and at other times does beat the category average

Flipside:
The fund has seen a turnaround in performance only from 2007 and doesn't protect the downside well

Invest if:
You are willing to get aggressive on equity while taking the tax benefit

 

 

 

 

 

 

 

 
Transfers
Swap Yes
Note
The inter-schmes transfers take place at the prevailing sale price.
Switch Over Cut-off Time 15
STP Yes

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