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If ten years ago, telecommunications was the big opportunity of the future, today it is energy. Oil and gas producers, transmission and distribution companies and capital equipment manufacturers are the ones who will make possible the wealth creation opportunities in coming years.

Sundaram BNP Paribas Select Thematic Funds Energy Opportunities seeks to capitalise on this evolving opportunity to deliver value for its investors. The fund will invest across sectors, in large, mid and small-cap stocks.

Fund at a glance

Investment Objective: To seek long term capital appreciation by investing primarily in equity and equity related instruments of companies in the domestic market that predominantly focus on or benefit from, directly or indirectly, the opportunities and developments in the energy sector.

Fund Type: A thematic close-end equity scheme that will automatically convert into an open-end scheme on completion of three years.

Offer Price: Rs.10 per unit.

Asset Allocation: Equity and equity related instruments in the target theme 65-100%; equity and equity related instruments that are outside the target theme 0-35%; Treasury Bills, CBLO, Reserve Repo: 0-15%.

Entry Load: Nil

Exit Load: Nil (Redemption at applicable NAV after deducting proportionate unamortised initial issue expenses.)

Minimum Application Amount: Rs.5000

Initial Issue Expenses: Up to 6% of the mobilisation to be amortised over three-year close-end period.

Benchmark: BSE Oil and Gas Index

Key Scheme specific-risk factors: Delays and slower pace of commercialization of gas and oil finds; Government policy on pricing and distribution of petro-products; significantly lower commercial output in relation to the size of the oil or gas discovery; regulatory hurdles that impede growth and take more-than-reasonable time frames to be sorted out; geo political developments and Government intervention in pricing; slower-than expected pace of development and usage of oil and gas in user industries could impact the performance.

Mutual Fund investments are subject to market risks.
Please read the offer document before investing.
Sundaram BNP Paribas Asset Management Company Limited

Copies of the offer document and application form with key information memorandum may be obtained from the offices of Sundaram BNP Paribas Mutual offices and its authorised distributors.
Fund Name: Sundaram BNP Paribas Select Thematic Funds Energy Opportunities. The NAV will be computed on all working days and published in two newspapers.
Risk Factors: Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objectives of the scheme will be achieved. Past performance of the Sponsor, AMC/Fund does not indicate the future performance of the schemes of the Fund. Sundaram BNP Paribas Select Thematic Funds Energy Opportunities is the name of the scheme and does not in any manner indicate the quality of the scheme or its future prospects. Investors in the scheme are not being offered any guaranteed or indicated returns. The NAV of the scheme may rise or decline depending upon the factors and forces affecting the securities market conditions. The main types of risks to which the scheme is exposed are capital loss, market risk, liquidity risk and credit risk. Changes in Government policy in general and changes in tax benefits applicable to mutual funds may impact returns to investors. At times, liquidity of the scheme's investments may be impaired.
Key Scheme specific-risk factors: Delays and slower pace of commercialization of gas and oil finds; Government policy on pricing and distribution of petro-products; significantly lower commercial output in relation to the size of the oil or gas discovery; regulatory hurdles that impede growth and take more-than-reasonable time frames to be sorted out; geo political developments and Government intervention in pricing; slower-than expected pace of development and usage of oil and gas in user industries could impact the performance.
Statutory details: Sundaram BNP Paribas Mutual Fund has been set up as a trust under the Indian Trusts Act, 1882
Sponsors: Sundaram Finance Limited & BNP Paribas Asset Management. Investment Manager: Sundaram BNP Paribas Asset Management Company Limited. Trustee: Sundaram BNP Paribas Trustee Company Limited. The Sponsors are not responsible or liable for any loss resulting from the operation of the schemes beyond the contribution of an amount of Rs.1 lakh made by them towards setting up the Mutual Fund. Please read the offer document carefully before investing.

Sundaram BNP Paribas Asset Management Company Limited

Sundaram Towers 2nd Floor, 46, Whites Road, Chennai - 600 014. Ph: (044) 28583362/28583367
E-mail: marketing@sundarambnpparibas.in Visit us at: www.sundarambnpparibas.in
Call Toll Free No. 1800 425 1000