Equity/Balanced Schemes of Sundaram Mutual Fund
This Key Information Memorandum (KIM) sets forth the information about the scheme(s), which a prospective investor ought to
know before investing. This memorandum should be retained for future reference. For further details of the scheme/Mutual Fund,
due diligence certificate by the AMC, Key Personnel, investors’ rights & services, risk factors, penalties & pending litigations,
associate transactions etc. investors should, before investment, refer to the Offer Document available free of cost at any of the
Investor Service Centres or distributors or from the website www.sundarammutual.com.
The Scheme particulars have been prepared in accordance with Securities and Exchange Board of India (Mutual Funds)
Regulations 1996, as amended till date, and filed with Securities and Exchange Board of India (SEBI). The units being offered for
public subscription have not been approved or disapproved by SEBI, nor has SEBI certified the accuracy or adequacy of this KIM.
Investors may also like to ascertain about any further changes after date of this document from Mutual Fund/its Inverstors Service
Centres/Distributors or Brokers. The date of this Key Information Memorandum is 30.09.05.
Offer for Units of Rs. 10 Per Unit for cash during the
New Fund Offer Period and at NAV based prices upon re-opening
1. Sundaram Balanced Fund (SBF): To generate capital appreciation and current income, through a judicious
mix of investments in equities and fixed income securities. (Deebt and money market instrumets)
2. Sundaram Growth Fund (SGF): To achieve capital appreciation by investing predominantly in equities and
equity related instruments. Income generation would be secondary consideration.
3. Sundaram Select Focus (SSF): To achieve capital appreciation by investing in a very few select stocks.
4. Sundaram Select Midcap (SSM): The scheme is to achieve capital appreciation by investing in diversified
stocks that are generally termed as ‘Midcap