Sundaram Tax Saver Applcation Form

 

 

https://sites.google.com/site/mutualfundapplications/tax-saving-mutual-funds-elss 

 

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