StockPlus Financial Services

Mutual Fund

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Snapshot

Inception Date	17/04/2008	Fund Manager	Mr. Rohit Seksaria
Initial Price	10.00	Min. Invest.	` 100
Objectives	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.
Entry Load	Nil
Exit Load	0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
Scheme Plan	Growth
Scheme Class	Equity - Diversified
Scheme Type	Open Ended

Trailing Returns

Type	1 Mth(in %)	3 Mths(in %)	1 Yr(in %)	3 Yrs(in %)
Scheme	-4.85	-6.27	-5.82	9.66
Category	-5.6	-4.61	-3.97	33.59
Sensex	-0.39	-3.23	-12.59	5.24
Nifty	-1.67	-4.27	-11.79	6.46

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Mutual Fund

Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,, Chennai (Madras), Tamil Nadu, India - 600014
Email : ajithk@sundarammutual.com
Web : https://www.sundarammutual.com

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