Thursday, July 26, 2018

Sundaram Long Term Tax Advantage Fund Series V

Sundaram Long Term Tax Advantage Fund Series V



Sundaram Mutual Fund has launched A close ended ELSS - Equity Linked Saving Scheme with a statutory lock in of 3 years and tax benefit, Sundaram Long Term Tax Advantage Fund Series V.

NFO Period:-
June 25, 2018 To September 24, 2018.

Scheme Type:-
A close ended equity linked saving scheme with a statutory lock in of 3 years and Income Tax Benefit U/S 80C.

Benchmark Index:-
S&P BSE 500 Index.

Investment Objective:-
The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
However, there is no guarantee or assurance that the investment objective of the scheme will be achieved

This Scheme is suitable for investors seeking:-
  • Capital appreciation over a period of 10 years.
  • Investment in equity and equity related instruments  along with income tax benefit.
Minimum Application amount:-
Rs. 5000 and in multiple of Rs. 500 thereafter.

Being A Close Ended Scheme Investment is Possible only during NFO Period.

No Transaction Charges on any Investment Amount.

To Invest


Combo Application Form 


As NFO Closing date is falling on September 2018 you can use Combo Application form where you will invest in Sundaram Low Duration Fund and there after funds will be automatically switched to Sundaram Long Term Tax Advantage Fund Series V.

Combo Application Form can be downloaded via Combo Application Form Sundaram Long Term Tax Advantage Fund Series V.

Cheque will be drawn in favor of Sundaram Low Duration Fund.

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your Nearest Sundaram Mutual Fund Office.

Download Standalone Application Form

Standalone Application form can be downloaded via Application Form Sundaram Long Term Tax Advantage Fund Series V .

Cheque will be drawn in favor of Sundaram Long Term Tax Advantage Fund Series V.

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your Nearest Sundaram Mutual Fund Office.

For More Information Call 9315120004, Or Whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments

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