·         To generate capital appreciation and current income, through a judicious mix of investments in equities and fixed-income securities.

Sundaram Balanced Fund CHARACTERISTICS:

·         Mix of investments in equities (65% - 70%) and fixed income securities (35% - 30%).

·         Equity portion of the portfolio consists of large caps (58%) and mid & small cap (42%) stocks.

·         Steady accrual income offsets uncertain equity returns during down markets while in up-markets, accrual income combines with equity appreciation to provide higher returns.

·         YTM of portfolio: 8.04%; Average duration of portfolio: 3.38 years Debt portion).

WHO SHOULD INVEST in Sundaram Balanced Fund:

·         Investor seeking long term capital appreciation with lower volatility than in a 100% equity oriented fund.

·         Suitable for investing in volatile and uncertain market conditions. Suitable for investors seeking lower volatility in down markets, and willing to forego the possibility of higher returns in an up-market.

PERFORMANCE:

For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300