Sundaram
India Mid Cap – GIFT: Minimum
Investment: USD 5,000..!
R.Suresh Kumar, Director, www.fundzavenue.com
Sundaram Asset Management Company (SAMC), one of
India’s well-established asset management companies, has launched a new
offshore investment product for global investors — the Sundaram India Mid Cap
– GIFT.
Key Highlights
·
Investment Currency: US Dollar (USD)
·
Structure: Feeder Fund
·
Location: Set up in GIFT
City,
Gujarat
·
Regulator: International
Financial Services Centres Authority (IFSCA)
·
Subscription Opens: 16 February 2026
What is a Feeder Fund?
·
The
scheme does not
invest directly in stocks.
·
It
invests predominantly in Sundaram Mid Cap Fund, an India-based
mutual fund scheme.
·
The
underlying fund has a track record of over 23 years.
·
The
objective is to provide global investors access to India’s high-growth mid-cap
companies through a USD-denominated route.
Investment Objective
·
To
generate long-term
capital appreciation.
·
The
fund may also hold cash or short-term instruments as permitted under
regulations.
Portfolio Focus
The
underlying portfolio is diversified across key domestic growth sectors,
including:
·
Industrial
goods
·
Banking
·
Financial
services
·
Healthcare
·
Auto
components
These
sectors reflect India’s manufacturing, infrastructure, and consumption growth
story.
Investment Details
·
Initial NAV (per unit): USD 10
·
Minimum Investment: USD 5,000
·
Additional Investment: Minimum USD 1,000
Fund
Manager
·
Managed
by Saurabh Kapadia.
Who Can Invest?
·
Non-Resident
Indians (NRIs)
·
Foreign
nationals
·
Foreign
institutional investors
·
Foreign
portfolio investors
Advantages of Investing via
GIFT City
·
International
regulatory framework
·
Potential
tax efficiencies (subject to applicable laws)
·
Simplified
foreign exchange mechanism
·
USD-based
investment reduces currency conversion complexity
Risk Factors
·
Mid-cap
stocks are generally more volatile than large-cap stocks.
·
Higher
growth potential may come with higher market risk.
·
Investors
should assess their risk appetite and long-term investment horizon before investing.
Conclusion
The Sundaram
India Mid Cap – GIFT offers global investors an opportunity to participate in
India’s mid-cap growth story through a regulated offshore structure in GIFT
City. However, it is best suited for investors with a long-term outlook and the
ability to withstand market volatility.
For more details and Investing
R.Suresh
Kumar, Director, www.fundzavenue.com
Call : +91 9884022122
Mail :fundzavenue@gmail.com
Read articles written by Mr. R.Suresh Kumar in Nanayam Vikatan, a leading personal
finance magazine https://bit.ly/4afnSZD
R. Suresh Kumar, runs FundzAvenue, a
firm that offers comprehensive personal finance services such as fixed
deposits, stock market investments, mutual funds, tax planning, financial goal
planning, and insurance to individuals and corporate employees. The company
currently serves over 2,000 individual clients.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme
related documents carefully. The past performance of the mutual funds is not
necessarily indicative of future performance of the schemes.
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