NFO - "Sundaram Equity Plus"

Dear Associates,

“Sundaram Equity plus” – Open-end Equity Schemes, Details of the launch are given below:

Name of the Fund – Sundaram Equity Plus

NFO Opens on – 4^th May 2011

NFO Closes on – 16^th May 2011

Fund Facts:

Investment Objective: To seek capital appreciation by investing in equity and equity-related instruments listed in India and in gold-ETF.

Indicative Asset Allocation: Equity and equity related instruments: 65% - 85% • Gold ETF: 15% - 35% • Fixed Income and Money market instruments: 0%-20% • Derivative Exposure: 0%-50%. Overseas Securities Investments: 0%-35%.

Entry Load: Nil.

Exit Load: 1% if redeemed within 12 months from date of allotment.

Options: Growth, Dividend (payout & reinvestment). Default Option will be Growth, If the investor does not clearly specify the choice of option at the time of investing.

Benchmark: The performance of the scheme shall be benchmarked to S&P CNX Nifty index for the equity and equity- related investments (65% of the portfolio) and to the price of Gold in INR terms for the rest of the portfolio i.e. 35%.

Minimum investment Amount: Rs. 5,000.

Fund Manager: Srividhya Rajesh

Reasons to own the Fund:

The fund seeks to invest in a combination of large cap stocks & domestic gold-ETFs.

• The emphasis will be on large-cap stocks.
• Addition of gold-ETF to the portfolio provides diversification and an investment in an alternate asset class.
• Gold acts as an effective hedge against inflation. Historically, higher inflation has led to higher gold price.
• Investment demand in Gold is exploding – Large institutional investors - hedge funds and pension funds - are making large allocations to gold, as are individual investors.
• The scheme is treated as a regular equity fund (investments equity investments of at least 65%) from a taxation perspective.
• Given the relatively fragile economic outlook for developed nations, Gold can serve as a store of value.

Please find attached KIM & One Pager for the Fund and Presentation followed by next mail.

Thanks & Regards ,

Priyanka Kothari .

Client Service Associate.