Personal Finance Blog India –

NFO Review:Sundaram Equity Plus Fund.

Sundaram Mutual Fund have announced a new fund offer of Sundaram Equity Plus Fund.

The objective of this fund is to generate capital appreciation by investing capital in combination of Equity related instruments and Gold ETFs.This fund offers equity and Gold investment in one pack.

NFO Summary:

1.NFO start Date : 04th may 2011.

2.NFO End date: 16th May 2011.

3.Entry load: NIL.

4.Exit Load: 1% if redeemed before 1 year.

5.Min application amount : Rs.5000/-

6.Fund Type: Open ended.

7.Asset allocation pattern: Equity : 65 – 85%

                                                       Gold ETfs: 15 -35%.

                                                     Fixed Income securities: Max upto 20%.

Finally,,Success of this fund depends upon how actively and accurately fund house will  able to track equity and Gold prices and allocate according % asset.Here Additional “PLUS” indicates only addition of Gold portfolio.There is not like additional yield or anything like this,,as it may sound.

Personally I feel that investing in equity through good equity diversified  Fund SIP and  Gold through Gold fund  SIP + Value averaging (Or through Gold Etfs directly if you are active share trader)may be the better way if opting for longer term.

Category: Mutual Funds


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