Sundaram Equity Plus*

NFO Opens/Closes 04/05/2011 - 16/05/2011

Application Form & KIM

* ‘Plus’ used in the scheme name is only in terms of asset allocation and not in terms of return/yield.

Toll Free 1800 425 1000 • SMS SFUND to 56767 • E-mail: service@sundarammutual.com

www.sundarammutual.com Sundaram Asset Management

 Sundaram Equity Plus
Key Information Memorandum

Sundaram Asset Management-Investment Manager for Sundaram Mutual Fund An open-end equity scheme
Offer at Rs 10 per unit during the New Fund Offer Period (which shall not exceed 15 days) and at NAV upon re-opening
• New Fund Offer opens on: 04/05/2011 • New Fund Offer closes on: 16/05/2011 • Scheme Re-opens for continuous sale and repurchase within 5 business days from the allotment date.
This Key Information Memorandum sets forth the information that a prospective investor ought to know before investing. For further details of the Scheme / mutual fund, detailed risk factors, rights of and services
for investors, due diligence certificate of Sundaram Asset Management, key personnel, penalties & pending litigations, and associate transactions, to name a few, investors must, refer to the Statement of
Additional Information/Scheme Information Document available free of cost at offices of Sundaram Asset Management, Investor Service Centres, distributors and at www.sundarammutual.com. The Scheme
particulars have been prepared in accordance with the Securities and Exchange Board of India (Mutual Funds) Regulations, 1996, as amended till date, and filed with the Securities and Exchange Board of
India (SEBI). The units being offered for public subscription have neither been approved or disapproved by SEBI, nor has SEBI certified the accuracy or adequacy of this KIM. This KIM is dated 13/04/2011.
Please read the relevant SEBI-mandated documents carefully before investing. By filling and signing this application form, applicants are deemed to have understood and accepted the terms of the offer.

Name of the Scheme Sundaram Equity Plus

Fund Type An open-end equity Scheme.
Investment Objective Seek capital appreciation by investing in equity and equity-related instruments listed in India to the extent of at least 65% and in gold-ETF up to 35%.
Asset Allocation Pattern Asset Class Minimum Allocation Maximum Allocation Risk Profile
Equity & equity-related instruments listed in India 65% 85% High
Gold-ETF 15% 35% High
Fixed Income & Money Market Instruments 0% 20% Low to Medium
Pending deployment in terms of the investment objective, funds may be invested in short-term deposits with scheduled commercial banks in accordance
with applicable SEBI guidelines. Exposure in derivative shall not exceed 50% of the net assets of the scheme. Exposure is calculated as the notional value
as a percentage of net assets of the Scheme. The Scheme will maintain cash or securities to cover exposure to derivatives. The total asset allocation including
exposure to derivatives would not exceed 100 % of the net assets of the scheme. The same security wise hedge positions would be excluded from computing
the same percentage. Investment in overseas markets, if any, shall not exceed the permissible limit net of existing usage of the mutual fund’s entitlement.
Exposure to overseas securities shall also not exceed 35% of assets. Exposures in overseas securities may be taken subject to the applicable
guidelines/policies of SEBI and RBI.
Investment Strategy The objective of the Scheme is to seek capital appreciation by investing in equity and gold-ETF as primary asset classes. The Scheme seeks to provide a
combination of equity (listed in India) & gold-ETF (Domestic Market) and is aimed at providing exposure to equity with the cushion of an exposure to gold.
As far as equity part of the portfolio is concerned, the strategy will focus on large-cap stocks – defined as stocks with a market captitalisation (stock price multiplied
by outstanding number of shares) not below the 50th stock by value on the National Stock Exchange and aim to create a diversified portfolio with a maximum
of 30 stocks.
Active calls will taken on allocation to equity, allocation to cash-like assets, sectors and stocks depending on macro-economic environment – global and local,
prospects for industries and specific companies and market conditions, to name a few.
The portfolio manager will adopt an active management style to optimise returns. Income generation may only be a secondary objective. Investment in gold ETF
shall be made in domestic market only.
Every endeavour will be made to achieve the objectives of the Scheme. The Investment Manager Sponsors/Trustee/Mutual Fund do not guarantee that the
investment objectives of the Scheme will be achieved. No guaranteed returns are being offered under the Scheme.
Risk Profile The risk of concentration in the portfolio shall be mitigated by having internal fund management guidelines that provide for single-stock – subject to the SEBI
prescribed limit of 10% - and sector exposure limits. The adherence shall be monitored by the Risk Management team that reports to the Managing Director of
Sundaram Asset Management. Deviation if any, from the limit will have to approved by the Managing Director subject to rustication by the fund manager and
will also, if required, be brought to the notice of the Risk Management Committee at the board level.
As the portfolio shall include a sizeable allocation to large-cap stocks, the liquidity aspect will be taken care. Even for the mid- and small-cap exposures, the fund
manager takes into account liquidity in the stock before deciding on the exposure level. Portfolio liquidity is monitored on a regular basis by the Risk Management
team and fund managers are also kept posted through internal reports.
The focus of the fund manager is on ensuring that stocks selected for the portfolio and the allocation to each sector/stock does not lead to excessive volatility that
is not in line with the positioning of the Scheme. The volatility of portfolio relative to peers, benchmark and broad market is monitored. The Endeavour is to deliver
returns that are commeasured with risks over the long term.
Risk Mitigation An independent risk management team is in place to oversee and monitor portfolio risk on a day-to-day basis. Internal risk control guidelines are in place
and the portfolio contours are tracked on a daily basis to ensure adherence. Any deviation is brought to the notice of the Managing Director and the fund
manager for corrective action. Follow up actions are made to ensure that the deviation is corrected within the time period prescribed in internal risk control
guidelines. Adherence to limits from SEBI Regulations as well as stipulations in the Scheme Information Document is ensured and monitored though the
primary responsibility is with the compliance team. The risk management team reports to the Managing Director.
Risk Management Committee: The Board of Sundaram Asset Management has constituted a Risk Management Committee comprising the CEO and two of
its directors. The Heads of Equity and Fixed Income, the Risk Analyst and the Executive Director – Sales & Marketing will be the permanent invitees to the
Committee. The Compliance Officer acts as the secretary to the committee. The Committee will review the risk guidelines with respect to equity and fixed
income funds, check deviations from set limits of investments, set/modify the limits of counter party exposure, review exceptions and overrides and suggest
improvements to the framework/formats.
Risk Committee – Role: The Risk Committee will approve the:
• Guidelines in the Universe of securities
• Global Issuer limits (including limit per maturity)
• Counterparty limits
• Limits applicable to each fund such as Credit Diversification ratio, Duration Limit, WAM Limit, Maximum Maturity Limit, Liquidity Risk Limits,
Valuation Risk Limits, Risk Grade Limits etc.
Risk Guidelines: Sundaram Asset Management has internal investment norms and risk guidelines for equity and debt investments. Also fund specific
guidelines are in place.
Risk Control: Risk control is customized by product according to the level of risk the fund can expose investors to, as specified in the investment mandate.
Options • Growth Option • Dividend payout • Dividend Re-investment. If no option is indicated, the default option will be Growth. Under Dividend option, the
default option will be Dividend reinvestment.
Facility available under The Trustee may, at its sole discretion, at a later date offer a facility to subscribe and redeem the units of schemes through the infrastructure of the MFSS / BSE StAR
MFSS / BSE StAR MF MF Platform introduced by NSE & BSE for transacting in units of the scheme. A suitable public announcement will be made if any such move is initiated.
Platform The Trustee reserves the right to amend, add or withdraw any special features/conditions in the interest of investors.
Minimum Application Amount First investment Rs 5,000 and multiples of Rs 1 and for additional purchase. Rs.500 & multiples of Rs 1.
Repurchase/Redemption Rs. 500 or a minimum of 50 Units or account balance whichever is lower.

www.sundarammutual.com 2 Sundaram Asset Management

 Sundaram Equity Plus
Key Information Memorandum
Redemption & switch-out on an Unit holders of the Scheme can redeem their units or switch out to other schemes of Sundaram Mutual Fund on any business day at applicable NAV,
ongoing basis to other Scheme subject to applicable exit loads.
of Sundaram Mutual Fund
Additional Mode of Investors may apply for the Schemes through Applications Supported By Blocked Amount (ASBA) process during the NFO period by filling in the ASBA form
Payment during NFO: and submit the same to their respective banks, which in turn will block the subscription amount in the said amount as per the authority contained in ASBA
(In accordance with SEBI circular Cir / IMD / TF form, and undertake other tasks as per the procedure specified therein. For applicants applying through ASBA, on allotment, the amount will be unblocked
/ 6 / 2010 dated July 28, 2010, ASBA facility to
investors for all NFOs launched on or after in their respective bank accounts and account will be debited only to the extent required to pay for allotment of Units applied in the application form. For
October 01, 2010 shall be provided.) complete details and ASBA process refer to Statement of Additional Information (SAI) available on our website www.sundarammutual.com
Applicable NAV • For subscription/redemption/switch request received before 3 P M on any stock market working day, the closing NAV of the day of receipt of
(after the scheme opens application
for repurchase and sale) • For subscription/redemption/switch request received after 3 P M on any stock market working day, the closing NAV of next stock market working day
after the receipt of application
For subscription the applicable NAV will be as indicated only for local cheque or demand draft payable at par in the place of receipt. If the application for
subscription is accompanied by an outstation cheque or demand draft not payable at par in the place of receipt, closing NAV of the day on which the
cheque or DD is credited will be the applicable NAV. Switch-in shall be treated as subscription request. Switchout shall be treated as redemption request.
In case of switch’ transactions from one scheme to another the allocation shall be in line with redemption payouts
Despatch of Redemption Within 10 working days from receipt of valid redemption request at authorised Investor Service Centres of Sundaram
Proceeds Asset Management.
(after the scheme opens
for repurchase and sale)
Dividend The Trustee Company reserves the right to distribute dividend subject to availability of distributable surplus.
Dividend is declared on the face value of Rs 10 per unit. After declaration and payment of dividend (including re-investment), the ex-dividend NAV will
decline to the extent of the dividend payment.
Name of the Fund Managers Srividhya Rajesh. S Bharath will be the dedicated fund manager for investments in overseas securities.
Benchmark The performance of the scheme shall be benchmarked to thet 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%. The indices values shall be sourced from Bloomberg.
The Trustee reserves the right to change the Fund Managers / Benchmarks, whenever considered appropriate and the details of the changes will be notified
by addendum.
Name of the Trustee Company Sundaram Trustee Company Ltd
Load Structure Entry Load: Nil The upfront commission to distributor (ARN holder) will be paid by the investor directly to the distributor, based on his assessment of various
factors including the service rendered by the distributor. The distributors (ARN holder) will disclose all the commissions (in the form of trail commission or
any other mode) payable to them for the different competing schemes of various mutual funds from amongst which the scheme is being recommended to
the investor. Exit Load: 1% if redeemed within 12 months from date of allotment. Applicability: Bonus units and units issued on reinvestment of dividend
shall not be subject to any load. Exit load is applicable on switch out into any open-end Scheme that is available for investment at the time of switch-out.
The period indicated for exit load shall be reckoned from the date of allotment. The Board of Trustee reserves the right to prescribe or modify the exit load
structure with prospective effect to a maximum as prescribed under SEBI regulation. Investors are requested to ascertain the applicable load structure
prior to investing. The details of the modifications will be advertised in newspapers and made available in the offices of the Investment Manager and in the
website www.sundarammutual.com.
Initial Issue Expenses Initial issue expenses will be fully borne by the Investment Manager.
Performance Being a new Scheme it does not have any performance track record.
Recurring Expenses • First Rs 100 crore: 2.50% • Next Rs 300 crore: 2.25% • Next Rs 300 crore: 2.00% • On assets in excess of Rs 700 crore: 1.75%. The expenses will be
based on a percentage of average daily net assets. This is based on the current SEBI Regulations.
Tax Benefits This summary of tax implication is based on the current provisions of the applicable tax laws. This information is provided for general purpose only. In view
of the individual nature of tax implications, investors are advised to refer the Statement of Additional Information and consult his/her tax adviser with
respect to the specific tax implications arising out of an investment in the Scheme.
Sundaram Mutual Fund: Income is exempt from tax as per Section 10(23D) of the Income Tax Act.
Scheme of Sundaram Mutual Fund: In the case of equity-oriented Scheme (where the investible funds are invested in equity shares of domestic companies to
the extent of more than 65% of the total proceeds of the Scheme), the following tax provisions will apply:
• Income of Sundaram Mutual Fund: Exempt from tax
• Dividend Distribution: Tax free
• Long-term capital gains (units held for more than 12 months qualify): Tax free.
• Short-term capital gains (units held for less than 12 months qualify): @ 15%. Cess of 3% on total tax is also payable.
• Securities Transaction Tax: Payable at 0.25% on the value of units sold.
• Tax deduction at source: Not applicable for persons resident in India; TDS applies on redemption proceeds payable to NRIs/FIIs.
• Wealth tax/Gift Tax: Not payable
• Surcharge (on income tax) and cess (on total tax) will apply for companies and only cess will apply for others. The rates of applicable for surcharge
now is 7.5% for Indian Companies and 2.5% for foreign Companies. A cess of 3% is also payable on the total tax. The Finance Bill 2011 proposes
to reduce the surcharge to 5% for Indian Companies and to 2% for foreign Companies. Scheme Units are an eligible mode of investment for
Charitable Trusts under the Income Tax Act.
Net Asset Value NAV will be determined and published on every business day.(except in special circumstances detailed in the Statement of Additional Information/Scheme
Information Document). The Investment Manager will send the NAV Information for publication in two daily newspapers and update on Investment Manager’s
website (www.sundarammutual.com). The Investment Manager shall also update the NAVs on the website of Association of Mutual Funds in India – AMFI
www.amfiindia.com) before 9.00 p.m. every business day. In case of any delay, the reasons for such delay would be explained to AMFI and SEBI by the next
day. If the NAVs are not available before commencement of working hours on the following day due to any reason, the Fund shall issue a press release providing
reasons and explaining when the Fund would be able to publish the NAVs. Further transparency will be maintained through half-yearly disclosure of established
portfolio through newsletters and fact sheets on a monthly/quarterly basis.
For Investor Grievances Investor Relations Manager
please contact J. Esther Priya, Head- Customer Services, Sundaram Asset Management Company Limited, Sudarshan Building Annex, II Floor, New No.27, Old No.14,
Whites Road, Royapettah, Chennai- 600 014. Telephone: (044) 28578700 Fax: (044) 28582200 Toll Free No: 1800 – 425 – 1000 Email us at :
service@sundarammutual.com
Registrar
Sundaram BNP Paribas Fund Services Limited, Registration No. INR000004066, Registrar and Transfer Agents, Unit: Sundaram Mutual Fund, Central
Processing Center, RR Towers II, III Floor, Thiru Vi Ka Industrial Estate, Guindy, Chennai 600 032. Tel: 044 - 2250 4700 Toll free: 1800 -425-7237

www.sundarammutual.com 3 Sundaram Asset Management

 Sundaram Equity Plus
Key Information Memorandum
Information to unit holders • Account Statement will be sent by post (or e-mail at the option of investor) within 5 business days from the closure of the NFO. On ongoing basis, Account
Statement will be provided within 5 working days without any charges, if specific requests are received. Soft copy of the account statement will be mailed
to the investors on a monthly basis, if so mandated. • The portfolio of the Scheme as of March 31 and September 30 of every year will be published in the
SEBI prescribed format before the expiry of one month from the close of each half year in one national English daily newspaper and in a newspaper in a
Tamil newspaper published from Chennai or sent to all the unit holders. The portfolio shall be displayed at www.sundarammutual.com. • An abridged
Scheme-wise annual report shall be e-mailed to all unit holders within four months from the date of closure of the relevant accounting year; unit holders
who have not provided an email address shall receive a copy by post. The Scheme-wise abridged annual reports will also be available at
www.sundarammutual.com
General Risk Factors Mutual Fund Investments are subject to market risks. Please read the Scheme Information Document carefully before investing. Copy of the Scheme
Information Document, key information memorandum and application form may be obtained from the offices / investor service centres of Sundaram Asset
Management, its distributors and online at www.sundarammutual.com. All mutual funds and securities investments are subject to market risks, and there
can be no assurance or guarantee that fund's objectives will be achieved. NAV may go up or down, depending on the factors and forces affecting the
securities market. Main types are market risk, liquidity risk, credit risk and systemic risks. At times, liquidity of investments may be impaired. There is
uncertainty of dividend distribution and risk of capital loss. Past performance of the Sponsor/Asset Management Company/Fund does not indicate the future
performance. Investors in the Scheme are not being offered any guaranteed or indicated returns. Sundaram Equity Plus is only the name of the scheme and
it does not in any manner indicate either quality of the scheme, its future prospects or returns. Investors please note that the word ‘Plus’ used in the
scheme name is only in terms of asset allocation and not in terms of return/yield.
Risk Factors - Equity Markets: Stock Market Volatility, Equity Price Risk, Dependency Risk, Temporary Investment Risk and Non-Diversification Risk and
Concentration Risk, to name a few.
Risks-Overseas Investments: Foreign Exposure and Currency Risk, Country Risk, Event Risk, Restrictions imposed overseas, Emerging Markets Risk and
Regulation-Change Risk, to name a few.
Risks from Derivative Exposures: Counter Party Risk, Market risk, Illiquidity risk and Basis Risk, to name a few.
Risks from Debt Exposures: Credit Risk, Interest Rate Risk, Price Risk, Market Risk, Liquidity Risk, Investment Pattern Risk, Duration Risk and Non-
Diversification Risk, to name a few.
Scheme-Specific Risk Factors Global demand-supply trends, purchases/sales by central banks, delays in bringing new mines on line, macro-economic variables, geo-political factors,
seasonality in demand, changes in duty and tariffs and liquidity may have an impact on prices of gold and consequently on the NAV of the Scheme to the
extent investment is made in gold-ETF. Investment in ETFs will be subject to risks of the underlying Scheme including tracking error. If and to the extent, the
portfolio includes overseas stocks, investors will be exposed to country risk, currency risk, geo-political risk, legal restrictions and regulation changes in
geography other than India. The equity portfolio will be subject to market risk, liquidity risk and non-diversification, to name a few. There is risk of capital loss
and non attainment of the stated investment objective. This is a concise summary of Scheme-specific risk factors available in detail in the Scheme Information
Document.
Statutory Mutual Fund: Sundaram Mutual Fund is a trust under Indian Trusts Act, 1882 Sponsor (Liability is limited to Rs 1 lakh): Sundaram Finance Ltd. Investment
Manager: Sundaram Asset Management Company Ltd. Trustee: Sundaram Trustee Company Ltd.
Investment Objective & Asset Allocation of existing comparable equity Schemes of Sundaram Mutual Fund
Investment Objective shall not exceed 50% of the net assets of the scheme • The Scheme may invest up
Sundaram S.M.I.L.E (Small and Medium Indian Leading Equities Fund): To primarily to 35% of the net assets in overseas securities.
achieve capital appreciation by investing in diversified stocks that are generally Sundaram Equity Multiplier: • Equity & equity-related Instruments (including
termed as small and mid-caps and by investing in other equities. investment in derivatives): 65%-100% • Debt instruments including securitised debt
Sundaram Equity Multiplier: The objective of the scheme would be to seek capital & Money Market Instruments: up to 35% (securitised debt up to a maximum of 30%)
appreciation by investing in equity & equity related instruments. • Exposure in derivative shall not exceed 50% of the net assets of the scheme. The
Sundaram Select Mid Cap: The objective of the scheme is to achieve capital Scheme may invest up to 35% of the net assets in overseas securities.
appreciation by investing in diversified stocks that are generally termed as mid-caps. Sundaram Select Mid Cap: • Equity and equity-related instruments (including
Sundaram Select Small Cap: The primary investment objective of the scheme is to investment in derivatives): 75%-100% • Cash, cash equivalents, money market
generate consistent long-term returns by investing predominantly in equity/equity instruments: not exceeding 25% • Exposure in derivative shall not exceed 50% of
related instruments of companies that can be termed as "smallcaps". (This is a close- the net assets of the scheme • The Scheme may invest up to 35% of the net assets
end equity scheme) in overseas securities.
Normal Indicative Asset Allocation Sundaram Select Small Cap: • Equity & Equity related securities of companies of
Sundaram S.M.I.L.E (Small and Medium Indian Leading Equities Fund): • Equity small caps 65%-100% • Other Equities 0%-35% • Fixed Income and money market
instruments – small-cap and mid-cap stocks (including investments in derivatives): securities 0%-35%. • Exposure in derivative shall not exceed 50% of the net assets
At least 65% • Other Equities (including investment in derivatives): Not exceeding of the scheme. The Scheme may invest up to 35% of the net assets in overseas
35% • Money market instruments: Not exceeding 15% • Exposure in derivative securities.
Differentiating aspect of Sundaram Equity Plus: The fund will seek capital appreciation by investing in equity and equity-
related instruments listed in India to the extent of at least 65% and in Gold-ETF in Indian markets up to 35% of net assets. The
other equity funds will invest in mid-cap, small-cap and large-cap stocks depending on the fund profile but they do not invest
in Gold ETF. Thus the Fund will combine two types of securities-Equities and Gold ETFs as its primary asset class.

Other comparable funds Inception Folios # AUM (Rs.crore)

Sundaram Select Mid Cap Jul-02 350893 2,159
Sundaram Equity Multiplier Feb-07 63365 287
Sundaram S.M.I.L.E Fund Feb-05 128573 635
Sundaram Select Small Cap Feb-07 68607 312
Past performance may or may not be sustained in the future; Folios & AUM as on March 31, 2011; Relevant benchmarks highlighted in italics.

www.sundarammutual.com 4 Sundaram Asset Management


Checklist
Please ensure the minimum investment is Rs 5000
for any single option under the scheme. Please
provide correct and complete data
KYC is compulsory to all investors.
Please make the Cheque/Demand Draft in the
name of SMF EQUITY PLUS and write the PAN
number or Folio number (for investors who have
an account with Sundaram Mutual) on the reverse
of the Cheque/Demand Draft.
If you are a new investor in Sundaram Mutual
Funds, please ensure you take care to mention:
• Permanent Account Number (PAN is mandatory
for all investors).
• Mode of operation in case of joint applicants
• Bank account details of the first applicant
• Bank details for direct credit/ ECS/NEFT/RTGS
If investment is made under Power of Attorney,
specimen signature of authorized signatory.
If the investor is a minor, the following points
should be noted for opening folio / account. For
detailed instructions, please refer the Statement of
Additional Information:
(i) The minor shall be the first and the sole holder
in an account. No joint holders are allowed in
such accounts.
(ii) Guardian in the account/folio on behalf of the
minor should be either a natural guardian (i.e.
father or mother) or a court appointed legal
guardian. Documents supporting the date of
birth of the minor and also the relationship of
the minor and guardian should be enclosed
with the application form.
For further details please refer to Statement of
Additional Information.
Please attach:
• Attested copy of Permanent Account Number
Card
• KYC Acknowledgement.
• Signed `Account Payee’ cheque/draft drawn in
the SMF EQUITY PLUS in which you wish to
invest and indicate PAN number on reverse.
• A cancelled cheque or a photocopy of your
cheque leaf (a must if you wish to avail the
facility of direct credit/ ECS and preferable in
all cases to ensure your bank account details are
captured accurately)
• If investment is made under Power of Attorney,
notarised copy of the Power of Attorney
• In case of a Trust/Fund, a resolution of the
Trustee(s) authorising the investment must be
submitted.
• If you are an institution, please attach a copy of
documents indicated in the table:
Special Categories (please attach a copy)
Document Corporate Society
Memorandum & Articles ✓ payments/fund transfer in excess of Rs 1 lakh. NEFT is National
Resolution/Authorisation to Invest ✓ ✓
List of Authorised Signatories
& Specimen Signatures ✓ ✓
Bye-Laws ✓ to delays or rejection of a transaction request such as redemption, switch,
Trust Deed ✓ available for investors who have an account with RBS, Axis Bank, Bank,
Partnership Deed
www.sundarammutual.com
Sundaram Equity Plus
Your guide to fill the application form
This form is for persons resident in India. FII/Sub Account of FII (if investing using an address outside India)
and NRIs are requested to use a dedicated form available for their use
1. Existing Investor Information: If you are an investor in any fund of
Sundaram Mutual Fund serviced by Sundaram BNP Paribas Fund Services,
please provide the Folio Number. You are not required to fill details required
in Section 2. You must proceed directly to Section 3 as details required in
Section 2 are available in your existing folio. If you wish to change any of
the existing details, use a transaction slip available with your account
statement.
2. New Investor Information: Name and address must be written in full. If
the investment is on behalf of a minor (a person who is yet to complete 18
years), the Name of the Guardian and his/her PAN must be mentioned.
In case of more than one applicant, applicants are requested to state the
Mode of holding as ‘Joint’ or ‘Anyone or Survivor’. In case of omission to
choose the mode of holding, the default option shall be ‘Anyone or Survivor’
Address should be as per KYC available in CVL.
All communication and payments shall be made to/in the name of and
favouring the first/sole applicant.
Applications by a Power of Attorney, a limited company a corporate body,
an eligible institution, a registered society, a partnership firm or a trust must
be accompanied by documents as mentioned in the checklist. The
documents must be attested by the designated or authorised official of the
institution/power of attorney or by a notary or gazetted officer of the
government/bank manager. Authorised officials should sign the Application
Form under their official designation. A list of specimen signatures of the
authorised officials, duly certified or attested, must be attached to the
Application Form.
Permanent Account Number (PAN): SEBI has mandated that PAN shall be the
sole identification number for all participants in the securities market,
irrespective of the amount of the transaction. Accordingly, the applicant (or
incase of applications in joint names, each applicant), is required to mention
their PAN and attach an signed/attested copy of PAN card with the application.
Investors can also submit a copy of PAN attested by the Bank Manager/Gazetted
Officer of State or Central Government /Notary Public/Judicial Authority.
Applications without a copy of the PAN will be rejected.
Permanent Account Number (PAN) is not required for Micro SIP of an
individual investor if the total amount of installments is less than Rs 50,000
per investor in any rolling 12-month period or in a financial year. This
exemption is not applicable to other purchase transactions even if the
amount is less than Rs 50,000 in any rolling 12-month period or in a
financial year. Investors in the Micro SIP must produce a copy of any of the
specified photo identification documents listed in Guide to Investing through
Systematic Investment Plan (SIP). However investors having PAN are not
eligible for simplified KYC procedures.
Instructions for verification of PAN Card: If an investor provides a copy of
PAN card without required attestation, officials at the branches of Sundaram
Asset Management/Registrar and Transfer Agents and designated persons at
Investor Centres must verify the PAN card copy with the original. The person
verifying the document need to affix his/her signature, name and company
seal with remarks as verified with original / verified / attested. Distributors
can also verify the PAN card copy with original. The person verifying the
document need to affix his/her signature, name and company seal with
remarks as verified with original / verified / attested.
Know Your Customer (KYC):
The Securities and Exchange Board of India has issued detailed guidelines on
18/01/2006 and measures for prevention Money Laundring. SEBI has also
issued circulars from time to time on KYC compliance and maintainance of
documentation pertaining to unit holders of mutual funds. Accordingly the
following precedures shall apply.
• KYC acknowledgement is mandatory for all investors.
• An application without acknowledgement of KYC compliance will be
rejected
• Investors are required to attach a copy of PAN card as a mandatory
document for proof of identity to complete KYC
• As a token of having verified the identity and address and for efficient
retrieval of records, the POS will issue an acknowledgement.
• Investors who have obtained the acknowledgement after completing
the KYC process can invest in Scheme of the Mutual funds by quoting
the PAN in the application form.
• Investors are required to complete KYC process only once to enable
them to invest in Scheme of all mutual funds
• The list of points of service is available at www.sundarammutual.com.
3. Options: Please indicate clearly the option in which you wish to invest.
The options of the scheme are available in point No. 3 of application form.
If no option is indicated, the default option will be Growth. Under Dividend
option, the default option will be Dividend reinvestment.
4. How do you wish to receive:
• Account Statement: Please provide details of preferably your personal
Email Address. This is a must to facilitate delivery of your Account
Statement in an efficient and timely manner. Also, by receiving the
Account Statement in a paperless mode by e-mail, you contribute to the
environment. The advantage of electronic facility is available even if you
opt to receive the Account Statement by Courier/Post. The investor is
deemed to be aware of security risks including interception of documents
and availability of content to third parties. If you reside in a place that is
normally not reached by a reputed courier, please choose the `Post’
option.
• Dividend: Investors are used to receiving dividend warrants. There are
now electronic modes of receiving the dividend that are timely, efficient
and environment friendly and also relieve the investors of the hassles of
Partnership Trust sending the warrants for clearing / collecting through their bankers.
RTGS & NEFT: RTGS is Real Time Gross Settlement and applicable for
✓ ✓ Electronic Funds Transfer and is applicable for payments/fund transfer of
less than Rs 1 lakh. RTGS & NEFT are modes of transferring money
through electronic system and are easy and more secure ways to receive
your redemption proceeds and dividend.
✓ ✓ Direct Credit: The dividend is credited to your designated bank account.
It is available now with select banks and Sundaram Asset Management
plans to enhance the coverage. At present, Direct Credit Facility is
Citibank, HDFC Bank, HSBC Bank, ICICI Bank, IDBI Bank, IndusInd
✓ Bank, Kotak Mahindra Bank, Standard Chartered Bank and YES Bank. An
5 Sundaram Asset Management
investor who opts for Direct Credit facility is requested to enclose a
cancelled cheque or a photocopy of the cheque to ensure that the correct
bank account number and MICR code are entered in his/her record.
Electronic Clearing Service (ECS): Investors who opted for ECS facility
for dividend will receive a direct credit of the amount due in their
notified account. The Investor Service Centre will send a separate advice
to investors informing them of the direct credit. Applicants in cities not
covered under ECS facility will receive dividend payments by cheque or
demand draft. This will be mailed to investors.
Warrants/Draft: Warrant/draft will be payable only at cities where
Sundaram Mutual Customer Service Centres are located. If an investor is
not interested in the electronic fund transfer-based facilities and prefers
receiving a cheque or demand draft, he/she must indicate the preference
in the application form. Sundaram Asset Management will strive to effect
the payout by sending a cheque / demand draft. In case of unforeseen
circumstances, the Sundaram Asset Management reserves the right to
issue a demand draft / payable at par cheque.
Investors expressly agree and authorise the mutual fund to use
intermediaries such as post office, local and international couriers and
banks, to name a few, to send communication or send cheque / demand
draft / warrant. Intermediaries are agents of the investor and not the
mutual fund. The Trustees / Investment Manager / Mutual Fund will not
be responsible for any loss arising out of fraudulent encashment of
cheque/draft or delay / loss in transit of any cheque / draft /
communication.
• Redemption Proceeds: Please refer to the details of the various facilities
for receiving dividend outlined in the section on ‘Dividend’. Similar
facilities excepting ECS are available for receiving redemption proceeds.
Proceeds of any redemption will be sent only to a bank account that is
registered and validated in the Investor’s folio at the time of redemption
transaction processing.
• Updates by E-mail/SMS: Sundaram Asset Management provides
interesting information on the economy, markets and funds. If you wish
to receive documents such as The Wise Investor, India Market Outlook,
Global Outlook, Fact Sheet and One Page Product Updates, to name a
few, please choose the `yes’ option.
5. Bank Account Details: Providing bank account details is mandatory
according to SEBI regulations. Please complete all the details such as
account number, name of the bank, branch, address and city. If you opt for
ECS fill the nine digit MICR number that is available in your cheque leaf. If
you have opted to receive dividend/redemption proceeds by RTGS/NEFT, fill
in the additional five fields marked in italics. RTGS/NEFT are unique
numbers for every account with a bank branch. You can obtain them by
contacting your banker. Please attach a cancelled cheque or a photocopy
of the cheque to ensure that your account details are captured accuratelty
in your record with the registrar. This is a must if you opt for ECS.
6. Payment Details: The cheque/demand draft must be drawn in favour of
the fund name and crossed A/c Payee only. Investors must write the
Permanent Account Number/Folio Number on the reverse of the cheque /
demand draft accompanying the application form. Sundaram Asset
Management is pleased to bear DD charges as per rates of State Bank of
India.
Purchases made through third party cheque(s) will not be accepted. In case
of payment from a Joint Bank Account, the First holder in the Application
must be one of the Joint Account Holders of the Joint Bank Account .
However the following are excluded from this restriction:
1. Gifts to a minor from Parents/Grand Parents upto Rs50, 000(for each
purchase/per SIP Instalment)
2. Employer’s Remittance of Payroll deduction on behalf of Employees
3. Custodian‘s payment on behalf of an FII /Client
For further details please refer to Statement of Additional Information.
7. Personal Identification Number (PIN): You can keep track of your
investment online at www.sundarammutual.com. You can also make routine
transactions such as redemption, switch, etc to name a few. To use this
facility, you need to have a Unique Identification Number through Personal
Identification Number (PIN) provided by Sundaram BNP Paribas Fund
Services, the Registrar. Choose ‘Yes’ to avail this facility and also make a
further contribution towards the environment by helping conserve paper and
trees. Applicants who request a Personal Identification Number (PIN) by
ticking the ‘yes’ box will be deemed to have read understood and agreed to
the terms and conditions for the PIN that are available at
www.sundarammutual.com.
8. Nomination: Please indicate a nominee who should be entitled to the
benefits of your investment in the event of an untoward development. The
section on Nomination is not applicable in the case of Non- individuals. The
following points on nomination procedures may please be noted. For
detailed procedure, please refer the Statement of Additional Information
(SAI):
(i) Where a folio has joint holders, all joint holders should sign the request
for nomination/ cancellation of nomination, even if the mode of holding is
not "joint". Nomination form cannot be signed by Power of attorney (PoA)
holders.
(ii) Nomination shall be compulsory for new folios/accounts especially
where the mode of holding is single. Investors who do not wish to nominate
must sign confirming their non-intention to nominate. Every new nomination
for a folio/account will overwrite the existing nomination.
(iii) Nomination shall not be allowed in an account/folio held on behalf of a
minor.
Where the nominee is a minor, various documents like KYC, PAN, Bank
details, Indemnity, etc. should be of the guardian of the nominee.
9. Declaration & Signature: Signature can be in English or in any Indian
language. Thumb impressions must be attested by a Magistrate / Notary
Public under his/her official seal. In case of HUF, the signature of the Karta
and Karta of HUF seal/stamp are a must. If the application is in joint name,
all applicants must sign the form. Please ensure that the signature is
consistent not just in this form but in all transaction request documents you
may submit subsequent to your investment. Variation in signature can lead
change in address and change in bank mandate, to name a few.
For general Investor Related Services, please refer Statement of Additional
Information (SAI)
 Sundaram Equity Plus
PIN Agreement & Email ID
To Transact Online & Receive E-Mail Account Statement
Please read the terms & conditions of PIN on this page before signing the application form. PIN will be sent to all new investors along with accont statement
Existing investors: As a one-time excercise, please fill this form and call Toll Free Number 1800 425 1000 to enable our service team pick up the form
A Personal Identification Number – PIN – is a must for effective and speedy transacting online in a mutual fund’s products. Do you have one? If you wish to receive a PIN, you can
read the PIN agreement attached to this communication and sign at the designated place. On receipt of the same, a PIN will be sent to you at the postal address noted in our records.
The PIN will help an investor use the Invest Online facility at www.sundarammutual.com to buy, sell and switch units, to name a few services. The PIN is a vital requirement to do
online investment transactions in a safe, secure and convenient way.
We also offer the facility of sending account statements by email. In case you wish to do so, please furnish your Email ID and sign at the appropriate place in the attached document.
We do encourage you to use a PIN to execute your transactions online and sign up for sending the account statements by email as by increasing the share of paperless transactions in
the economy you will be making a vital contribution to a cleaner and healthier environment.
Investor Information Agreement Date
Name

Folio No Mobile Number Date D D MM Y Y Y Y

E-Mail Address

Agreement for Personal Identification Number – PIN
This Agreement between Sundaram Mutual Fund having its office at 46 Whites Road, II Floor,
Chennai - 600014 (hereinafter referred to as “the Fund”) and the investor (whose details are
available in this agreement form hereinafter referred to as “the unit holder”) (hereinafter referred to
as the Agreement). The date of this agreement is indicated in the panel on Investor Information in this
form. WITNESSTH:
WHEREAS: The Fund and the Unit holder have entered into a Unit Purchase Agreement, whereby
the Unit holder has agreed to purchase units in the Fund;
AND WHEREAS: The Fund, through Sundaram BNP Paribas Fund Services Limited., acting as its
Registrar and Transfer Agent (hereinafter referred to as “Registrar”) offers the facility of a Personal
Identification Number (hereinafter referred to as “PIN”) for convenience of unit holders
AND WHEREAS: The unit holder has indicated to the Fund that he/she/it wishes to avail of the PIN
facility offered by the Fund, subject to the terms and conditions stated in the application form and
has for this purpose, indicated to Fund the name of his/her/its Bank and Branch Account Number;
AND WHEREAS: The Fund is willing to extend the PIN facility to the Unit holder on the terms and
conditions as set out herein;
Now THEREFORE, in consideration of the mutual understanding as set forth in this Agreement, the
parties hereto have agreed to the following terms and conditions:
The PIN granted to the Unit holder pursuant to this Agreement shall be communicated to the Unit
holder by a reliable courier and entirely at the risk of the Unit holder.
The following shall be the mode of operation of the PIN facility:
a If the unit holder is a company, an institution/ trust or body corporate , the authorised
signatories may designate any individual as designated person and his personal details should
be submitted to the Registrar
b If the mode of payment is the first holder only, PIN facility will be made available to the first
holder
c If the mode of operation is joint, all the unit holders may designate only one of them to operate
this facility. In such case, the personal details of the such a person shall be submitted to the
registrar
d If the Unit holder is a minor, then the Natural Guardian or the Guardian appointed by the Court
alone shall be eligible to operate the PIN facility. In such a case the personal details of the
Guardian shall be submitted to the Registrar.
The Unit holder may access the following services through the Internet, using the PIN facility: (a)
purchase including switch in (b) redemption including switchout (c) Access to NAV Information (d)
Access to balance Information (e) Ability to print Account Statements in a client-independent standard
format (f) Links to the other Internet / web-sites of the Fund (g) Ability to email service requests to the
Transfer Agent.
The Fund will take best efforts to keep the Fund’s web-site updated on a daily basis so as to provide
most current information to unit holders. However, the Unit holder agrees that because of
communications issues, it is possible that the site may not be current on occasions. The Unit holder
also agrees that the look and feel of the Web screen and outputs therefrom may differ based on the
nature of the software used by the Unit holder to browse the site. The Fund agrees to take best efforts
to protect security of the data placed on the Internet and has for this purpose, required the web
service provider engaged by the Registrar to sign a confidentiality agreement with the Registrar
specifying confidentiality of the data and to restrict external access to the database on the Internet.
The Registrar shall ask the Unit holder for his / her / its name and Folio Number , address or such
particulars to ensure the authenticity before accepting instructions on behalf of Fund.
The Registrar may, in the interest of the Unit holder, request a fax confirmation on the instructions
received and shall not act until the said fax confirmation and additional confirmation is received from
Signature
For detailed PIN Agreement, visit: www.sundarammutual.com
the Unit holder. The Unit holder shall be responsible for safekeeping of the PIN and shall not disclose
his / her / its PIN to any person and shall take all possible care to prevent discovery of the PIN by
any person. The Unit holder shall not use his / her / its PIN after the disclosure of the same to any
third party.
In the event of accidental disclosure of the PIN to any third party or if the unit holder forgets his
password, the Fund may at the request of the unit holder and at its absolute discretion issue to the
Unit holder a new PIN on these terms and conditions or under such terms and conditions, as the
Fund may deem fit. The Unit holder shall be fully liable to the Fund for every transaction entered into
using the PIN facility, whether with or without the knowledge of the Unit holder. The Unit holder
hereby releases the Fund and the Registrar from any liability whatsoever against misuse of the PIN.
Further, neither the Fund nor the Registrar shall be liable at all for any misuse if any, of any data
placed on the Internet, by third parties “hacking” or unauthorisedly accessing the server. The Unit
holder shall at all times indemnify the Fund, its officers, employees, successors and assigns from and
against all actions, proceedings, claims and demands whatsoever for or on account of or in relation
to any unauthorised use of the PIN and from and against all damages, costs, charges and expenses
in respect thereof, unless the same is caused by gross negligence, bad faith or wilful default on the
part of the Fund.
The Unit holder acknowledges and agrees that Sundaram Investment Manager/Fund and or its
Registrars or the Service Providers does not guarantee or warrant that Unit holder will not experience
any downtime or disruptions in its use of the Service. In the event of any such downtime or
disruption, the Investment Manager/Fund or its Registrar or its service providers shall use
commercially reasonable efforts to reinstate accessibility and operability. Investment Manager/Fund
or its Registrar or its service providers may restrict, suspend, or terminate investor’s access to and use
of the Service at any time, without notice or liability. The Unit holder agrees that its right to use the
Service is non-exclusive, revocable, non-transferable, and non-sublicense able.
The Unit holder agrees to be bound by any terms of use, disclosures, or disclaimers displayed by the
Investment Manager/Fund/ Registrar and its service providers and any that Unit holder may
affirmatively click through to accept. The investor’s use of the Services shall be subject to the terms
and conditions of any applicable agreements between Registrar, Service Providers and the Investment
Manager/Fund and/or investor.
Unit holder shall not: (A) access or use the Service for any purpose inconsistent with the substance
and terms of this Agreement; (B) introduce into the Service any code, virus, or mechanism that would
impair the Service or Investment Manager’s/Fund system , computers or software; (C) use the Service
to gain unauthorized access to any system or database; (D) sublicense or otherwise transfer or make
available Investor’s access to the Service to any third party that is not an Authorized Person (E)
disclose to any third party non-public information relating to the content or operation of the Service,
which information is confidential and proprietary to the Investment Manager/Fund ; or (F) remove or
obscure any of Investment Manager’s/Fund or Registrars or any Service Provider’s trademarks,
service marks, or markings of copyright or patent rights contained in the Service. In the case of any
disputes, the matter will be referred to arbitration at the first instance and settled through arbitration
proceedings as per the rules of the Indian Arbitration and Conciliation Act, 1996. The Place of
Arbitration will be at Chennai. The Courts in Chennai shall have jurisdiction over all disputes arising
out of or in respect of this Agreement.
In Witness Whereof, the parties to this Agreement have caused these presents to be executed as of
the day and year first above written.
Signed for and on behalf of Fund

First Applicant Second applicant Third Applicant

www.sundarammutual.com 6 Sundaram Asset Management

 Sundaram
Sundaram Equity
Equity Plus
Plus
An open-end equity scheme
Application Form
New Fund Offer Period Opens on: 04/05/2011 Closes on: 16/05/2011 Serial No: SEP
Channel Partner / Agent Information

For Office
Use Only
Agent’s Name and ARN 1.Sub Agent Code 2.Sub Agent Code 3.Sub Agent Code

ARN - 25682
Upfront commission shall be paid directly by the investor to the AMFI-registered distributors based on the investors’ assessment of various factors including services rendered by the distributor
1. Existing Investor Information (Please fill in your Folio No. and then proceed to Section 3)
Folio No
Please note that applicant details and mode of holding will be as per existing Folio Number.
2. New Investor Information (refer instruction 2)
Name of First/Sole Applicant (as per KYC)

Permanent Account Number KYC completed ■ Yes ■ No Date of Birth D D M M Y Y Y Y

Name of Guardian (As per instructions given for investor who is a minor) (in case of First / Sole Applicant is a Minor) / Contact Person – Designation (in case of non-individual Investors)

Permanent Account Number KYC completed ■ Yes ■ No Relationship

Mailing Address of First / Sole Applicant (as per KYC)

CITY STATE PIN CODE

Contact Details of First / Sole Applicant (Email ID is a must as it also help you transact online) STD Code

Telephone Mobile

E-Mail
✁

Mode of Holding [Please (✓)] Status of First / Sole Applicant [Please (✓)]
■ Individual ■ Minor through guardian ■ HUF ■ Partnership ■ Society/Club
■ Single ■ Joint
■ Anyone or Survivor ■ Company ■ Body Corporate ■ Trust ■ Mutual Fund ■ Fund of Funds in India
■ Others ____________________________ (please specify)

Monthly Income (optional): ■ < Rs 10,000 ■ < Rs 25,000 ■ < Rs 50,000 ■ < Rs 1,00,000 ■ > Rs 1,00,000 Profession:..........................................
Name of Second Applicant (as per KYC)

Permanent Account Number KYC completed ■ Yes ■ No

Name of Third Applicant (as per KYC)

Permanent Account Number KYC completed ■ Yes ■ No

3. Options (refer instruction 3)

■ Growth ■ Dividend Payout ■ Dividend Re-investment (If you do not indicate an option, for default option refer instruction 3)

4. How do you wish to receive the following (refer instruction 4)

Account Statement Will be sent by Email Dividend Redemption

■ Direct Credit (DC) ■ RTGS/NEFT
To receive physical statement please tick ■ ■ Electronic Clearing Service (ECS) ■ Warrant ■ Direct Credit (DC) ■ RTGS/NEFT ■ Warrant
Direct Credit is now available with: AXIS Bank, Bank, Citibank, HDFC Bank, HSBC Bank, ICICI Bank, IDBI Bank, IndusInd Bank, Kotak Mahindra Bank, RBS, Standard Chartered Bank, YES Bank.
Do you wish to receive updates (refer instruction 4) [Please (✓)] by E-Mail ■ Yes ■ No or by SMS ■ Yes ■ No
✁
Acknowledgement Sundaram Asset Management
Serial No: SEP
II Floor, 46 Whites Road, Chennai - 600 014. Toll Free: 1800-425-1000 (MTNL/BSNL) Ph : (044) 28578700

Received From Mr./Mrs./Ms.........................................................................................................................................................

Address ........................................................................................................................................................................................
..................................................................................................................................................................................................... ISC’s Signature & Stamp
Communication in connection with the application should be addressed to the Registrar Sundaram BNP Paribas Fund Services Limited, Registration No. INR000004066, Registrar and Transfer Agents, Unit: Sundaram Mutual Fund, Central Processing
Center, RR Towers II, III Floor, Thiru Vi Ka Industrial Estate, Guindy, Chennai 600 032. Tel: 044 - 2250 4700 quoting full name of Sole/First applicant, Application Form No., Date, Name of the Bank & Branch and Centre where it was lodged. Please Note: All Purchases are subject to realisation of cheques / demand drafts.

www.sundarammutual.com 7 Sundaram Asset Management

 Sundaram Equity Plus - Application Form

5. Bank Account Details are Mandatory (refer instruction 5)

Name of the Bank Branch

Branch Address City (redemption & dividend will be payable at this location)

Account No

If you opt for ECS fill Cheque MICR No Account Type [Please (✓)] ■ SAVINGS ■ CURRENT ■ Others............................................................................

If you have chosen RTGS / NEFT please fill: RTGS / NEFT IFSC Code

6. Payment Details (refer instruction 6)

Cheque / DD No. Date D D M M Y Y Y Y

Amount in words (Rs) Drawn on Bank

DD Net
Amount in figures (Rs) Amount Branch Name
Charges

Declaration: I/We • having read and understood the contents of the Statement of Additional Information/Scheme Information Document • hereby apply for
units as indicated in the application form • agree to abide by the terms, conditions, rules and regulations of the Scheme • agree to terms & conditions of
PIN agreement • agree to receive account statement/communication by Email • have not received nor been induced by any rebate or gifts, directly or
indirectly in making this investment The ARN holder has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable
to him for the different competing Scheme of various Mutual Funds from amongst which the Scheme is being recommended to me/us.

7. Receive PIN to track investment online [Please (✓)] (refer instruction 7) 9. Signature (refer instruction 9)
■ Yes ■ No
8. Nominee (available only for individuals) (refer instruction 8) First / Sole
Applicant /
■ I do not wish to choose a nominee
■ I wish to nominate the following person Guardian

Name:.......................................................................................................
Address:....................................................................................................
.................................................................................................................
Second
If nominee is a minor: Date of birth:................Relationship:.................... Applicant
Name of Guardian:....................................................................................
Address of Guardian:.................................................................................
.................................................................................................................

Signature of Nominee/Guardian of Nominee

Third
Applicant

✁
Sundaram Equity Plus ■ Growth
■ Dividend Payout ■ Dividend Re-investment
KIM-SMF EQUITY PLUS/March 11

Cheque / DD No. Date D D M M Y Y Y Y

Amount in words (Rs) Drawn on Bank

DD Net
Amount in figures (Rs) Amount Branch Name
Charges

www.sundarammutual.com 8 Sundaram Asset Management

 Sundaram Equity Plus
Application Form
Investors must read the Scheme Information Document/Key Information An Open-End Equity Scheme
Memorandum and Instructions before completing this Form. New Fund Offer Period Opens on: 04/05/2011 Closes on: 16/05/2011

APPLICATION SUPPORTED BY BLOCKED AMOUNT (ASBA) FORM

Date D D M M Y Y Y Y
ASBA Application No.
NFO Application No.

Broker/Agent Information For office use only

Name and AMFI Regn No. Sub Broker Name & Code SCSB SCSB IFSC Code Syndicate Member Code SL No.

ARN: 25682 [Name & Code] [11 digit code] [Name & Code]

Name of first applicant

(Mr./Ms./Mrs./M/s.) Name should be as available in Demat Account

Existing Folio No.

(If you have an existing folio number of any Scheme with Sundaram BNP Paribas Fund Services, please mention the number here)

PAN of 1st applicant [Permanent Account Number]

Investment Details
Sundaram Equity Plus ■ Growth ■ Dividend Payout ■ Dividend Re-investment

Details Of Bank Account For Blocking Of Funds [Bank Account should be in the name of First Applicant only]

Bank Account Number

Bank Name
Branch Name where account is held

Total Amount to be blocked [Rs. In figures] [Rs. In words]

UNDERTAKING BY ASBA INVESTOR

1)l/We hereby undertake that l/We am/are an ASBA lnvestor as per the applicable provisions of the SEBl (lssue of Capital and Disclosure Requirements), Regulations 2009 (‘SEBl Regulations’) as amended from time to
time. 2) ln accordance with ASBA process provided in the SEBl Regulations and as disclosed in this application, l/We authorize (a) the SCSB to do all necessary acts including blocking of application money towards
the Subscription of Units of the Scheme, to the extent mentioned above in the “SCSB / ASBA Account details” or unblocking of funds in the bank account maintained with the SCSB specified in this application form,
transfer of funds to the Bank account of the Scheme/Sundaram Mutual Fund on receipt of instructions from the Registrar and Transfer Agent after the allotment of the Units entitling me/us to receive Units on such transfer
of funds, etc. (b) Registrar and Transfer Agent to issue instructions to the SCSB to remove the block on the funds in the bank account specified in the application, upon allotment of Units and to transfer the requisite
money to the Scheme’s account / Bank account of Sundaram Mutual Fund. 3) ln case the amount available in the bank account specified in the application is insufficient for blocking the amount equivalent to the
application money towards the Subscription of Units, the SCSB shall reject the application 4) lf the DP lD, Beneficiary Account No. or PAN furnished by me/us in the application is incorrect or incomplete or not
matching with the depository records, the application shall be rejected and the Sundaram Mutual Fund or Sundaram Asset Management Company Limited or Sundaram Trustee Company Limited or SCSBs shall not
be liable for losses, if any. All future communication in connection with NFO should be addressed to the SCSB/RTA/AMC quoting the full name of the Sole/First Applicant, NFO Application Number, ASBA Application
Number, Despository Account details [if it has been provided], Amount applied for and the accpunt number from where NFO amount was blocked.

Signature

Signature of Bank Account Holders

✁
Acknowledgemet Slip To The Investor [To Be Retained By The Investor] (to be filled up the investor]
Sundaram Asset Management,
II Floor, 46 Whites Road, Chennai - 600 014. Toll Free: 1800-425-1000 Ph: (044) 28578700
Application Number: ASBA Application Number:
Sundaram Equity Plus ■ Growth ■ Dividend Payout ■ Dividend Re-investment
Date D D M M Y Y Y Y ASBA Application Number
Received from Mr./Ms./Mrs./M/s. SCSB Account details Total Amount to be Blocked SCSB Stamp, Signature
A/C No. Rs. In figures Date & time of receipt
Address Bank Name Rs. In words

Branch Name

www.sundarammutual.com 9 Sundaram Asset Management

 Applications Supported by Blocked Amount
Sundaram Equity Plus
1. Applications Supported by Blocked Amount or ASBA facility: An application containing an authorization given (e) The application money towards the Subscription of Units shall be blocked in the account until (i) Allotment of
by the Investor to block the application money in his/her specified bank account towards the subscription of Units Units is made or (ii) Rejection of the application.
offered during the NFO(New Fund Offer) of a Scheme. If an investor is applying through ASBA facility, the (f) SCSBs shall unblock the bank accounts (i) for Transfer of requisite money to the NFO bank account against each
application money towards the subscription of Units shall be debited from his specified bank account only if valid application on allotment or (ii) in case the application is rejected.
his/her application is selected for allotment of Units. (g) The list of SCSBs and their DBs where ASBA application form can be submitted is available on the websites of
It is an additional payment option that the investor can use in addition to the existing modes (Cheque/Demand Draft BSE (www.bseindia.com), NSE (www.nseindia.com) and SEBI (www.sebi.gov.in) and shall also be given in the
etc) for buying Units during NFO. It is available only to individuals .It is not available for subscribing to Units on an ASBA application form.
ongoing basis after the NFO. For availing this option the bank, where the investor has an account, should be a Self Note: No request for withdrawal of ASBA application form made during the NFO Period will be allowed.
Certified Syndicate Bank (SCSB) List of banks providing ASBA facility
2. “Controlling Branches (CBs) of the Self Certified Syndicate Banks (SCSB): Controlling Branches (CBs) are the 1. Axis Bank Ltd 17. Andhra Bank
branches of the SCSBs acting as coordinating branches for the Registrar and Transfer Agent of Sundaram Mutual
Fund schemes, the AMC and the Stock Exchange(s) for the ASBA facility offered during the NFO period. 2. State Bank of Hyderabad 18. HSBC Ltd.
3. “Designated Branches (DBs) of the SCSBs: Designated Branches (DBs) are the branches of the SCSBs which shall 3. Corporation Bank 19. Kotak Mahindra Bank Ltd.
collect the ASBA Application Forms duly filled by the Investors towards the subscription to the Units of the 4. State Bank of Travencore 20. Bank of India
Scheme offered during the NFO. The list of these Designated Branches is available at 5. IDBI Bank Ltd. 21. CITI Bank
http://www.sebi.gov.in/pmd/scsb.pdf and www.sundarammutual.com 6. State Bank of Bikaner and Jaipur 22. IndusInd Bank
4. “Self Certified Syndicate Bank” or SCSB: Self Certified Syndicate Bank/ SCSB means a bank registered with SEBI 7. YES Bank Ltd. 23. Allahabad Bank
to offer the facility of applying through the ASBA process. ASBAs can be accepted only by SCSBs, whose names 8. Punjab National Bank 24. Karur Vysya Bank Ltd.
appear in the list of SCSBs as displayed by SEBI on its website at www.sebi.gov.in. 9. Deutsche Bank 25. The Federal Bank
5. The ASBA facility during NFO: In respect of New Fund Offer (NFO) of Schemes/Plan(s) launched on or after 10. Union Bank of India 26. Indian Bank
October 1, 2010, an investor ( being an Individual)can subscribe to the NFO through Applications Supported by 11. HDFC Bank Ltd. 27. Central Bank of India
Blocked Amount (ASBA) facility by applying for the Units offered in the ASBA Application Form and following the 12. Bank of Baroda 28. Oriental Bank of Commerce
procedure as prescribed in the form. For details please refer to the Section” Applications Supported by Blocked 13. ICICI Bank Ltd 29. Standard Chartered Bank
Amount (ASBA) facility," below and also the Application Form/KIM of the Scheme 14. Vijaya Bank 30. J P Morgan Chase Bank, N.A.
Applications Supported by Blocked Amount (ASBA) facility: Pursuant to SEBI Circular dated SEBI/IMD/CIR No 18 15. Bank of Maharashtra 31. Nutan Nagarik Sahakari Bank Ltd.
/198647 /2010 March 15, 2010, an investor can subscribe to the New Fund Offer (NFO) launched on or after October 16. State Bank of India 32. UCO Bank
1,2010 through ASBA facility by applying for the Units in the ASBA Application Form and following the procedure as Note: For the scheme HDFC Bank Limited and Kotak Mahindra Bank Limited have consented to process the ASBA
prescribed in the form. application form.
ASBA is an application containing an authorization given to the Bank by the Investor to block the application money Grounds for Technical Rejections of ASBA application forms ASBA
in his/her specified bank account towards the subscription of Units offered during the NFO of the Scheme of Sundaram Grounds on which Application Forms can be rejected, at the discretion of Sundaram Mutual Fund/ Registrar and Transfer
MutualFund.Thus, for an investor who applies through ASBA facility, the application money towards the subscription of
Agent of Sundaram Mutual Fund or SCSBs include, but are not limited to-
Units shall be debited from his specified bank account only if his/her application is selected for allotment of Units. The
blocked amount cannot be withdrawn and will earn interest as per account terms applicable. It may be noted that since 1. Applications by persons not competent to contract under the Indian Contract Act, 1872, including but not limited
ASBA Facility is pursuant to an arrangement between the Investor and his /her Bank, Sundaram MutualFund. or t its to minors, insane/insolvent persons or where the Bank Account concerned is the subject matter of any
Trustee/AMC/ its Employees/Directors will not be responsible for any delay, error or omission/commission, or attachment / restraint order by a Court or a competent authority under any law etc.
deficiency if any, on the part of the Investor’s Bank. 2. Mode of ASBA i.e. either Physical ASBA or Electronic ASBA not selected or ticked properly.
Benefits of Applying through ASBA facility 3. The ASBA Application Form is without the stamp of the SCSB.
(i) Writing cheques / demand drafts and sending them for collection etc are not required, as investor needs to 4. Application by any person/entity outside India if which is not in compliance with applicable foreign and Indian
submit ASBA application Form accompanying an authorization to block the account to the extent of application laws/Regulations.
money towards subscription of Units. The balance money, if any, in the account can be used for other purposes 5. Bank account details not given or incorrect /incomplete details given.
by the investors. 6. Relevant Legal Documents (such as Duly certified Power of Attorney, if applicable), not submitted along with the
(ii) Release/Unblocking of blocked funds after allotments done instantaneously. ASBA application form.
(iii) Unlike other modes of payment, ASBA facility prevents the loss of interest income on the application money 7. No corresponding records available with the Depositories matching the parameters namely
towards subscription of Units as it remains in the bank account of the investor till the allotment is made. (a) Names of the ASBA applicants (including the order of names of joint applicants holders)
(iv) Refunds of money to the investors do not arise as the application money towards subscription of Units gets (b) DP ID (c) Beneficiary account number or any other relevant details pertaining to the Depository Account.
transferred only to the extent of amount payable for the actual allotment Mechanism for Redressal of Investor Grievances: All grievances relating to the ASBA facility may be addressed to the
(v) The investor deals with the known intermediary i.e.his/her own bank. respective SCSBs, giving full details such as name, address of the applicant, number of Units applied for, counterfoil or
(vi) The application form is simpler as the application form for ASBA will be different from the NFO application form. the application reference given by the SCSBs, DBs or CBs, amount paid on application and the Designated Branch or
ASBA Procedure: the collection centre of the SCSB where the Application Form was submitted by the ASBA Investor.
(a) An Investor intending to subscribe to the Units of the NFO through ASBA, shall submit a duly completed ASBA If the SCSB is unable to resolve the grievance within reasonable time, it shall be addressed to the Registrar and Transfer
Application Form to a Self Certified Syndicate Bank (SCSB),with whom he/she has a Bank Account. Agent Sundaram BNP Paribas Fund Services (SBNPPFS) with a copy to the Investor Service Department of Sundaram
(b) The ASBA Application Form towards the subscription of Units can be submitted through one of the following
modes. Asset Management Company Limited
a. Submit the form physically with the Designated Branches (DBs) of the SCSB (“Physical ASBA”); or Investor Relations Manager
b. Submit the form electronically through the internet banking facility offered by the SCSB (“Electronic ASBA”). J. Esther Priya
(c) An acknowledgement will be given by the SCSB in the form of the counter foil or specifying the application Head - Customer Services
number for reference. (Note: Such acknowledgement does not guarantee, in any manner that the investors will Sundaram Asset Management Company Limited
be allotted the Units applied for.: Further , if the bank account specified in the ASBA Application Form does not Sudarshan Building Annex, II Floor
have sufficient credit balance to meet the application money towards the subscription of Units, the Bank shall New No.27, Old No.14, Whites Road, Royapettah, Chennai- 600 014.
reject the ASBA Application form.) Telephone: (044) 28578700; Fax: (044) 28582200
(d) On acceptance of Physical or Electronic ASBA, the SCSB shall block funds available in the bank account specified Toll Free No: 1800 – 425 – 1000
to the extent of the application money specified in the ASBA Application Form. Email us at : service@sundarammutual.com

www.sundarammutual.com 10 Sundaram Asset Management


Collecting-bank centres during the New Fund Offer
Andhra Pradesh:
Hyderabad: Axis Bank 6-3-879/B, G. Pulla Reddy Bldg., First Floor, Begumpet Road, Hyderabad 500016 BNP Paribas Venkat Plaza,6-3-883/5
Punjagutta, Hyderabad 500082 HDFC Bank WBO 1-10-60/3, III Floor, Suryodaya, Begumpet, Hyderabad 500016 ICICI Bank 6-2-1012, TGV
Mansions, Opp. Institution of Engineers, Khairatabad, Hyderabad 500004 IDBI Bank Mahavir House, Basheerbagh Square, Hyderabad
5000298 • Plot No 9, Near L. V. Prasad Eye Hospital, J.R. House Road, No. 2 Banjara Hills, Hyderabad-500034 • Kotak Bank Pavani Jewel
Tower, Ground Floor, Somajiguda, Hyderabad 500089 RBS 6-3-248/1/1A, Road No 1, Banjara Hills, Hyderabad 500034 Standard Chartered
Bank 6-3 1090 Raj Bhavan Road Somajiguda, Hyderabad 500082 Rajahmundry: HDFC Bank H No 46-17-20, Main Road, Danavaipet,
Rajahmundry,533103 Vijayawada: HDFC Bank 40-1-48/2, 2Nd Floor,Valluri Complex, M G Road, Vijayawada 520010 Visakhapatnam: HDFC
Bank First Floor, Potluri Castle, # 48-14-9, Dwarakanagar Visakhapatnam 530016
Assam:
Guwahati: Axis Bank Ground Floor, Chibber House, G.S. Road, Dispur, Guwahati 781005 HDFC Bank Fancy Bazar Branch-WBO, Mishra
Complex, Jail Road, Guwahati 781001 Kotak Bank 4th Floor, Ganapati EnclaveG S Road, UluvariOpp. Bura Service Station Guwahati 781007
Bihar: Bhagalpur: HDFC Bank Khalifa Bagh Chowk, Triveni Apartments, Dr R P Road, Bhagalpur 812002 Muzzafarpur: HDFC Bank Above
Maruti Showroom, Choti Saria Ganj, Muzzafarpur 842001 Patna: Axis Bank Lok Nayak Jay Prakash Bhawan, Dak Bungalow Crossing, Patna
800001 HDFC Bank Rajendra Ram Plaza, Exhibition Road, Patna 800001 Kotak Bank Shop No 3,4,5Ahmad Husain Complex, Exhibition Road,
Gandhi Maidan, Patna 800001
Chattisgarh:
Bhilai: HDFC Bank Chauhan Estate, G.E. Road, Supela, Bhilai 490023 Raipur: HDFC Bank Chawla Towers, Near Bottle House, Shankar Nagar,
Raipur 492007
Delhi:
Delhi: BNP Paribas East Towers(Sood Towers), Ist Floor, 25, Barakhamba Road, New Delhi 110001 HDFC Bank Fig-Ops 1St Floor, Kailash Bldg,
New Delhi 110001 • 1St Floor, 25 Barakhamba Road, New Delhi 110011 ICICI Bank 9A, Phelps Building, Inner Circle, Connaught Place, New
Delhi 110001 IDBI Bank 1/6, Siri Fort Institutional Area, Khel Gaon Marg, Delhi 110049 • E-14, Khasra No 550, Vasant Kunj Road, Delhi
110037 • Ground Floor, SCO-99 Sector 1, 6, Behind Sagar Cinema House, Delhi 121002 • IFCI Tower, 61, Nehru Place, P.B. 4499, Delhi
110019 • J-13/17, Rajouri Garden, Delhi 110027 • Plot No.8, C D Block, Local Shopping Centre, Pitampura, Delhi 110034 • Surya Kiran
Building, Ground Floor, 19 K. G. Marg, 110001 Kotak Bank 9Th Floor, Roots Tower, Laxmi Nagar District Centre, Vikas Marg 110092. RBS
Hansalaya Bldg,15, Barakhamba Rd, New Delhi 110001 Standard Chartered Bank 1st Floor, H2, Connaught Palace, New Delhi 110001.
Gurgaon: ICICI Bank SCO 18 & 19, Huda Shopping Centre, Sector-14, Market Complex, Gurgaon 122001
Goa:
Margoa: HDFC Bank Ranghavi Building, Opp Municipality Garden, Dr George Barette Road, Margoa 403601 Panjim: HDFC Bank Swami
Vivekanand Road, 301, Milroc Lar Menezes, Opp Gomantak Maratha Samaz, Panjim 403001
Gujarat:
Ahmedabad: Axis Bank Trishul, Opposite Samartheshwar Temple, Law Garden,Ellis Bridge, Ahmedabad 380006 BNP Paribas 203, Sakar-II, Ellis
Bridge, Off-Ashram Road, Ahmedabad 380006 HDFC Bank Astral Tower, Near Mithakhali Six Raod, Navrnagpura, Ahmedabad 380009 ICICI
Bank JMC House, Opp. Parimal Gardens, Opp Parimal Garden, Ambawadi, Ahmedabad 380006 IDBI Bank IDBI Complex, Lal Bungalows Off,
CG Road, Ahmedabad-380006 • Aishwarya Complex, Yash Kunj Society, Prabhat Chowk, Ghatlodia,Ahmedabad-380061 • Bodakdev, Rudra
Square, Nr. Judges Bungalows, Ahmedabad 380015 • IDBI Complex, Lal Bungalows, Off. C.G. Road, Ahmedabad 380006 • Krishna Avenue,
Subash Circle, Ahmedabad-380052 Kotak Bank Ground Floor,Chandan houseOpp. Abhijeet III,Near Mithakali Six Roads,Navrangpura,
Ahmedabad 380006 • 403, Sakarii,Opp. Town Hall,Ellis Bridge - 380006 RBS Viva Complex, Primal Char Rasta, Ahmedabad 380006 Standard
Chartered Bank Abhijeet II, Ground Floor Meetakali, 6Th Road, Ahmedabad 380006 Anand HDFC Bank 1St Floor, Sanket Complex, Next To
Sales India, Grid Cross Road, Anand 388001 Kotak Bank P.M.ChambersMota BazarVallab vidya nagar, Anand 388120 Baroda: HDFC Bank
5Th Floor, Midway Heights,Next To Panchmukhi Hanuman Temple, Lokmanya Tilak Road,Kirti Mandir,Near Kala Ghoda, Raopura Baroda -
390 001 • Wholesale Banking Operations 1St Floor, Fortune Tower,Vadodara Stock Exchange Building, Opp. Parsi Agiyari, Sayajigunj, Baroda
390005 IDBI Bank 46/A, Garg Plaza, Gautamnagar, Race Course Road, Besides Geb Builing, Baroda 390007 Bhuj: HDFC Bank 101 & 102
Sunrise Tower, 11 - Vijaynagar Society, Hospital Road, Bhuj 370001 Jamnagar: HDFC Bank Plot No 6, Park Colony, St Ann'S School, Bedi
Bunder Road, Jamnagar 361008 Rajkot: Axis Bank “Titan”, Near K K V Circle, Kalawad Road, Rajkot 360005 HDFC Bank Wholesale Banking
Operations, Shivalik-V, 3Rd Floor, Makkam Chowk, Gondal Road, Rajkot 360002 IDBI Bank Shiv Darshan, Near Kathiawad Gymkhana,
Dr.Radhakrishnan Road, Jagnath Plot Corner, Rajkot 360001 Kotak Bank Nath Complex, Ground FloorNear Race CourseDr. Yagnik Road Rajkot
360007 Surat: Axis Bank Digvijay Towers,Opp. St. Xavier'S School,Ghod Dod Road, Surat 395001 HDFC Bank Wholesale Banking Operations,
1St Floor, Sai Mall, Cross Way -1, Near Ram Chowk, Ghod Dod Road, Surat 395007 • 1St Floor, Crossway Mall, Near Ram Chowk, Ghod Dod
Road, Surat 395007 ICICI Bank Anjan Shalaka, Lal Bungalow, Athwa Lines, Surat 395007 IDBI Bank ESS EN House, Ghod Dod Road, Surat
395001 Kotak Bank Ground Floor, Kotak House, KG Point, Ghod Dod Road, Surat 395007 RBS KG House, Upper Ground Floor, Gohd Dhod
Road, Off Parle Point, Surat 395007 Standard Chartered Bank C.K.Tower, 1St Floor, Nr.Sargam Shopping Center, Towards Surat-Dumas
Road, Parle Point, Surat 395007 Vadodara: Axis Bank Vardhaman Complex, Opp. G.E.B.,,Near Pizza Hut, Race Course Circle
(North),Vadodara 390007 ICICI Bank Landmark Building, Race Course Circle, Alkapuri, Vadodara-390007 Kotak Bank Panorama Building,
R.C. Dutt Road, Alkapuri, Vadodara 390015 Standard Chartered Bank Gokulesh, R C Dutt Road,Vadodara-390009
Haryana:
Delhi: Axis Bank "Statesman House",148, Barakhamba Road, New Delhi 110001 IDBI Bank 300-307, Mercantile Building, Main Fatehpuri
Chowk, Chandni Chowk, New Delhi 110006 • B 3/1, Ashok Vihar,Phase II, New Delhi 100052 • Indian Red Cross Society Bldg, 1, Red Cross
Road, Post Box Num 231, New Delhi - 110001 • Sat Pual Mittal Centre,1/6, Siri Fort Institutional Area, Khel Gaon Marg, New Delhi 110049
Kotak Bank Ground Floor, Ambadeep,14, K.G. Marg,New Delhi-110001 Panipat: HDFC Bank 801 / 4, G.T Road, Panipat, 132103
Jharkhand:
Dhanbad: HDFC Bank Sri Ram Plaza, 1St Floor,Bank More Dhanbad, Jharkhand 826001 Jamshedpur: Axis Bank Voltas House, Near Ram
Mandir,Bistupur, Jamshedpur 831001 HDFC Bank C/O Mithila Motors Ltd, Near Ram Mandir, Bistupur, Jamshedpur 831001 Kotak Bank
Gayatri Enclave, K. Road, S. Town Bistupur, Jamshedpur 831001 Ranchi: HDFC Bank Rohini 1St Floor, 56 Circular Road, Ranchi 834001
Karnataka:
Bangalore: Axis Bank No. 9, M. G. Road,Block A,Bangalore 560001 BNP Paribas Land Mark, 21-15, M.G.Road, Bangalore 560001 HDFC
Bank Cash Management Services, Salco Centre, 8/24, Richmond Road, Bangalore 560025 • No 8 / 24 Salco Centre, Richmond Road, Bangalore
560025 ICICI Bank ICICI Bank Towers, 1, Commissariat Road, Ground Floor, Bangalore 560025 IDBI Bank IDBI House, 58 Mission
Road,Bangalore-560027 • 26/1 Sowbhagya Complex, 24Th Main, 5Th Phase, J. P. Nagar, Bangalore 560078 • IDBI House, 58 Mission Road,
Bangalore 560027 Kotak Bank 10/7, Umiya Land MarkNext to Chancery HotelLavelle Road Bangalore 560001 • 10/7, Umiya Land Mark, Next
To Chancery Hotel, Lavelle Road Bangalore 560001 RBS Prestige Towers, Ground Floor, 99/100, Residency Road, Bangalore 560025 Standard
Chartered Bank 4Th Floor, West Wing, Raheja Towers, MG Road, Bangalore 560001 Davangere: HDFC Bank No 621, BHM Enclave, Binny
Co Road, Mandipet, Davangere 577002 Hubli: HDFC Bank T B Revankar Complex, Vivekanand Hospital Road, Hubli 580029 Mangalore:
HDFC Bank M.N Towers, Kadri, Mangalore 575002 • Ideal Towers 1St Floor, Opp Sharavu Ganapathi Temple, G T Road Mangalore 575001
Mysore: HDFC Bank Mythiri Arcade, 1St Main, Saraswathipuram, Mysore 570009 • Mythri Arcade, Saraswathipuram,1St Main, Mysore
570009
Kerala:
Calicut: HDFC Bank 3Rd Floor, Simax Tower, Kannur Road, Nadakkavu, Calicut 673013 Cochin: HDFC Bank 1st Floor, Sl Plaza, Palarivattom,
Cochin 682025 • First Floor, Palarivattom 25, Cochin 682025 Kannur: HDFC Bank CMS Dept, K V R Towers, South Bazar Road, Kannur
670002 Kottayam: HDFC Bank 3rd Floo,r Unity Buildings, KK Road, Kottayam. Palakkad: HDFC Bank VIII/246, 1st Floor, Chandranagar Jn.
Palakkad 678007 Thrissur: HDFC Bank Global Centre, MG Road, Trichur 680004 Trivandrum: HDFC Bank Wholesale Banking Operations,
Bob Plaza, T C 12 / 149 ( 3 ), Pattom, Trivandrum 695004 • Bob Plaza, Second Floor, T. C. 12 / 149 ( 3), Pattom,Trivandrum 695004
Madhya Pradesh:
Bhopal: HDFC Bank Service Branch, 1St Floor, Z-1, Zone 1,M P Nagar, Bhopal, 462011 • Asha Avenue, 1St Floor, Z-1, Zone-1 M P Nagar,
Bhopal 462011 IDBI Bank Hall A Centre Point,M P Housing Board Bldg,TT Nagar, Bhopal-462003 Kotak Bank 214, Bhagwan Complex,Zone
1, M P Nagar, Bhopal 462016 Gwalior HDFC Bank J K Plaza, Gast Ka Tazia, Lashkar, Gwalior 474001 Indore: HDFC Bank 1St Floor, Brilliant
Avenue, Sch No. 94, Sector -B, Behind Bombay Hospital, Ring Road, Indore 452010 ICICI Bank ICICI Bank Ltd., 4, Chhoti Khajrani, Malav
Parisar, A-B Road, Indore 452008 IDBI Bank Alankar Chambers, Ratlam Kothi, AB Road, Indore 452001 Kotak Bank 580, M G Road,Indore
452001 Jabalpur: HDFC Bank 1St Floor, Kumbhare Mension, 636, Vijay Nagar, Mr- 4, Main Road, Sbi Chowk, Jabalpur 482002
Maharashtra:
Akola: HDFC Bank Sethi Heights, Opp To Collector Office, ZP Road, Akola 444001 Amravati: HDFC Bank C/o Rasik Plaza, Morshi Rd,
Jaystambh Chowk, Amravati. Aurangabad: HDFC Bank Shivani Chambers, Manjeet Nagar, Jalna Road, Opp Akashwani, Aurangabad 431001
Jalgaon: HDFC Bank Plot No 134 / 135, DSP Chowk, Facing Mahal Road, Jalgaoan 425001 Latur: HDFC Bank Shri Prabha Arcade, Shop No
3-6,M.G Road, Near Nagar Parishad, Opp Town Hall, Latur 413512 Mumbai: Axis Bank Universal Insurance Bldg.,Ground Floor, Sir P. M.
Road, Fort, Mumbai 400001 BNP Paribas French Bank Building, 62, Homji Street, Fort, Mumbai 400001 HDFC Bank Ground Floor,
www.sundarammutual.com 11
Sundaram Equity Plus
Maneckji Wadia Building, Nanik Motwani Marg, Near Kala Ghoda, Opp Mumbai University, Fort Mumbai 400001 • Maneckjiwadia Building,
Nanik Motwani Marg, Mumbai 400023 ICICI Bank 30, Mumbai Samachar Marg, Mumbai 400001 IDBI Bank IDBI Building, Plot
no:39/40/41, Sector 11, CBD-Belapur, Navi Mumbai 400614 • Kaustub Park,Next to Bhagawati Hospital, Mandepeshwar Road, Borivili (West),
Mumbai 400003 • Vaidya Building,Veer Sawarkar Road,Jambhali Naka, Charai, Thane-400601 • Andheri Marigold House, Plot No.A-34, Cross
Road No.2, Marol, Midc, Andheri East, Mumbai 400093 • Dharmi Niwas, Plot No.77, R. K. Mission Marg, Khar (West), Mumbai 400052 •
IDBI Tower Ext. Counter, IDBI Tower, 1St Floor, WTC Complex, Cuffe Parade, Mumbai 400005 • Indu House, Veer Savarkar Marg, Prabhadevi,
Mumbai 400025 • Jaslok Hosp.Ext. Counter, Jaslok Hospital Dr. G. Deshmukh Marg, Mumbai 400026 • Kaustubh Park, Next To Bhagwati
Hospital, Mandepeshwar Road, Borivli West, Mumbai 400103 • Mittal Tower, 'C' Wing, Ground Floor, Nariman Point, Mumbai 400021 • Shop
12-16, Sunny Estate II,Sion Trombay Road, Chembur, Mumbai 400071 • Shop No. 2, Ground Floor, Vallabh Vihar, M. G. Road, Ghatkopar
(East), Mumbai 400077 • Warden Road, Tirupati Apartments, Bhulabhai Desai Road, Mumbai 400026 • Balaji Apartments, Plot No. 3, Sector
19, Panvel Matheran Road, Mumbai 410206 Kotak Bank 5 C/ II, Mittal Court, 224, Nariman Point, Mumbai 400001 • 5 C/ II, Mittal Court,
224, Nariman Point, Mumbai 400001 • Shop No 2,3 & 4, First Floor, Janardhan Arcade Main Road, Dahanu Road 401602 RBS Brady
House,14, Veer Nariman Road, Fort, Mumbai 400023 Standard Chartered Bank 270 D.N.Road, Fort Mumbai 400001 Nagpur: Axis Bank
M. G. House, Rabindranath Tagore Road,,Besides Board Office,Civil Lines, Nagpur 440001 HDFC Bank 303 & 304 3Rd floor, Wardh Road,12,
Milestone, Near Lokmat Square, Nagpur 440010 • 2, " Mile Stone " Block No 303 & 304, Near Lokmat Square, Wardha Road, Nagpur 440010
IDBI Bank Gupta House, Plot no 1, Ravindra Nath Tagore Marg, Civil Lines, Nagpur 440001 Nashik: Axis Bank Mazda Towers, Tryambak Naka,
F.P. No.183, C.T.S. No.620.9, GPO Road, Nashik 422001 HDFC Bank Archit Centre, 3Rd Floor, Chandak Circle Link Road, Opp Sandeep Hotel,
Near Mahamarg Bus Stand, Nasik 422002 • 3Rd Floor, Archit Centre, Opp Sandeep Hotel, Chandak Circle Link Road, Near Mahamarg Bus
Stand, Nasik 422002 Pune: Axis Bank Sterling Plaza, Plot No.1262/B, Jangli Maharaj Road, Near Deccan Gymkhana, Pune 411004 BNP
Paribas 5 Godrej Millennium Park, 9, Koregaon Road, Pune 411001 HDFC Bank Fortune Square 3 Rd Floor, Deep Bungalow Chowk, Model
Colony, Shivajinagar, Pune 411016 • Fortune Square, Model Colony, Pune 411016 ICICI Bank A-Wing, Shangrila Gardens, Bund Garden
Road, Pune 411001 IDBI Bank IDBI House, Dynaneshwar Paduka Chowk, Fergusson College Road, Pune 411004 • Dynaneshwar Paduka
Chowk, Fergusson College Road, Pune 411004 • Plot No 128, Ground Floor, Blue Hills Avenue, Kalyani Nagar, Nagar Road, Yerawada 411006
• Maratha Chambers, Plot No. 3, (Sdc), Sector 25, Bhel Chowk, Pune 411044 • Rajas Apts., Plot No.13, Abhimanshree Road, Off Baner Road,
Aundh, Pune 411007 Kotak Bank Bakre AvenueFP NO 226/3, Bhandarkar Road, Pune 411004 • Bakre Avenue, FP NO 226/3, Bhandarkar
Road Pune 411004 RBS Pune 411001 Standard Chartered Bank Shrirang House, 364-365, Junglee Maharaj Road, Shivaji Nagar, Pune
411005
Orissa:
Bhubaneshwar: HDFC Bank Business Park, First Floor, C111, Saheednagar, Bhubaneshwar 751007 Kotak Bank 184, Ground Floor,Janpath
Bhubaneswar 751001 Cuttack: HDFC Bank Bajrakbati Road, Cuttack 753001 Rourkela: HDFC Bank Bisra Road, Dwivedi Bhawan, Dwivedi
Square, Rourkela 769001 Punjab: Amritsar Axis Bank 29, Kennedy Avenue, Court Road, Amritsar 143001 HDFC Bank 1st Floor, 26 Kennedy
Avenue, Court Road, Amritsar 143001 IDBI Bank Adjacent to Hotel Raj Continental,Court Road,Amritsar-143001 Chandigarh: Axis Bank SCO
343-344,,Sector 35-B,Chandigarh 160022 HDFC Bank SCO 371 / 372, Sector 35 - B, Chandigarh 160034 • SCO-189-190 Sector 17 C,
Chandigharh 160017 IDBI Bank SCO 119-120,Sector 43 B,Chandigarh-160022 Kotak Bank SCO 153-154-155Madhya MargSector 9 -C,
Chandigarh 160009 Jaipur: Axis Bank O-15, Green House, Ashok Marg, C-Scheme, Jaipur 302001 HDFC Bank HDFC Bank House, 2Nd Floor,
O-10,Ashok Marg,C-Scheme,Jaipur 302001 IDBI Bank D-24 Durlabh Niwas,Prithviraj Road,C Scheme,Jaipur 302001 Kotak Bank 57, Krishna
Tower, Sardar Patel Marg,C-Scheme Jaipur 302001 Jallandhar: Axis Bank SCO 30-31, Guru Ram Dass Divine Tower, Opp Mini Secretariate,
Ladowali Road, Jalandhar 144001 HDFC Bank 911, Near Narinder Cinema, G T Road, Jalandhar 144001 Jodhpur: HDFC Bank Ist Floor, 15,
Keshav Comlex, Nimbera House, Paota, Mandore Road, Jodhpur 342010. Ludhiana: Axis Bank Lower Ground Floor, Shop No.AG-01, 02, 03,
3 A, 04, 05,05-A, 06, 07, 08, 09, 10, 11.Unit No. 1 & 2, The Boulevard, Plot No.105, Mall Road,Ludhiana, 141001 HDFC Bank Wholesale
Banking Operations, SCO 54, Phase-2, Urban Estate-Dugri, Ludhiana 141002 • SCO-54, Phase -2 Urban Estate Dugri, Ludhiana 141001 IDBI
Bank SCO 126-128, Kalinga towers, Feroze Gandhi Market, Ludhiana 141001 Udaipur: HDFC Bank Uday 2Floor 3 Durga Nursery, Udaipur
313001 Kotak Bank Trimurti Heights 8-C Bank Street, MadhubanUdaipur 313004
Rajasthan:
Ajmer: HDFC Bank AMC No-13/10 & 14/10, Near Suchma Kendra, Adajcent To Swami Complex, Ajmer 305001 Alwar: HDFC Bank Bhagat
Singh Circle, Road No 2, Alwar 301001 Bikaner: HDFC Bank Roshan Plaza, Rani Bazar, Bikaner 334001 Jaipur: HDFC Bank 1st Floor, O - 10,
Ashok Marg, Ahimsa Circle, C Scheme, Jaipur 302001 Jodhpur: HDFC Bank Plot No 57 / B, 9Th Chopasani Road, Jodhpur 342003 Kota:
HDFC Bank Show Room No 13 - 14, Main Jhalawar Road, Kota 324007 Udaipur: HDFC Bank 03, Durga Nursury Road, 2Nd Floor, Udaipur
313001
Tamilnadu:
Chennai: Axis Bank 82, Dr. Radhakrishnan Salai, Mylapore, Chennai 600004 • No. 225, Anna Salai, opp. Spencers Plaza, Chennai 600002
BNP Paribas Prince Towers, 25/26, College Road, Chennai 600006 HDFC Bank No. 115, Dr. Radhakrishnan Salai, 2Nd Floor, Opp. To Csi
Kalyani Hospital, Mylapore Chennai 600004 • Mariam Centre, Ground Floor, 751 B, Anna Salai, Chennai 600002 ICICI Bank 110, Prakash
Presidium, Uthamar Gandhi Salai, (Nungambakkam High Road), Chennai 600034 IDBI Bank PM Towers, 37, Greams Road,Chennai-600006
• Nelson Towers, New No.51 Nelson Manickkam Road, Chennai 600029 • OTA, Ext. Counter, Officers' Training Academy(Ota), Chennai
600016 • P. M. Towers, 37, Greams Road, Chennai 600006 • SKPAS College Ext. Counter, Sri Kanyaka Parmeswari Arts & Science College For
Women, No.1, Audiappa Naicken Street, Chennai 600001 • Sona Building, 37, C. P. Ramaswamy Road, Alwarpet, Chennai 600018 Kotak
Bank Capitale', Ground Floor,555, Anna Salai,Chennai 600018 • 2nd Floor, Ceebros Centre, 39 Moneith Road, Chennai 600018 RBS KRM
Tower, # 1, Harrington Road, Chetpet, Chennai 600031 Standard Chartered Bank 19, Rajaji Salai, Chennai 600001 Coimbatore: Axis Bank
Vigneswar Cresta, No.1095, Avinashi Road, Pappanaickenpalayyam, Coimbatore 641037 HDFC Bank 1635 Classic Tower, Trichy Road,
Coimbatore 641018 • WBO,1552,B7, First Floor, Classic Towers, Trichy Road, Coimbatore 641018 IDBI Bank Door No: 72 Mayflower E
Castle,Dr. Balasundaram Road,ATT Colony,Off Avinashi Road( RTO Office road),Coimbatore 641018 Kotak Bank 727, Avinashi RoadSkanda
squareCoimbatore 641018 Erode: HDFC Bank 456 Brough Road, Erode 638001 Hosur: HDFC Bank No. 24 & 25, Maruthi Nagar, Near Dharga,
Sipcot Po, Hosur 635126 Madurai: HDFC Bank Sri Nithyakalyani Towers, No 34 Krishnarayan Tank Street, North Veli Street, Madurai 625001
Kotak Bank 1-AWest Perumal Maistry StreetMadurai Madurai625001 Pondicherry: HDFC Bank Ts No 6, 100 Feet Road, Ellaipillaichavady,
Pondhicherry 605005 Salem: HDFC Bank 5 / 241 - F, Rathna Arcade, Omalur Main Road, Salem 636004 Kotak Bank Plot No 12, S no
98Bharathi StreetAlagapuram, Salem 636001 Tirunelveli: HDFC Bank 12, 13 Trivandrum High Road, Vannarpet, Palayamkottai, Tirunelveli
627002 Trichy: HDFC Bank A - 10, Lakshmi Arcade, 11Th Cross Main Road, Thillainagar, Trichy 620018 Kotak Bank B-17,Aishwaryam
BuildingSasthiri Road, Thillai Nagar,Trichy 620017 Vellore: HDFC Bank No 73, Officers Line, Krishna Nagar, Vellore 632001
Uttar Pradesh:
Agra: HDFC Bank Shop No F3, F3-A, 1St Floor, Friend'S Plaza, Sanjay Place, Agra 282002 Kotak Bank Shriram HospitalM.G.Road, Agra
282003 Allahabad: HDFC Bank 2Nd Floor, Above Honda Showroom, 58, Sardar Patel Marg, Civil Lines, Allahabad 211001 • 58,SP Marg, Civil
Lines, Allahabad 211003 Kotak Bank 2. Sardar Patel MargCivil LinesAllahabad 211001 Bareilly: HDFC Bank WBO, 1st Floor, 154, Krishna
Place, Civil Lines, Bareilly - 243 001 Gorakhpur: HDFC Bank Wholesale Banking Operations,Shreenath Complex, 10, Park Road, Civil Lines,
Gorakhpur. Kanpur: HDFC Bank Navin Market Branch, 15/46 Civil Lines, Kanpur 280001 Kotak Bank 17/03, The Mall, Meghdoot HoteL
BuildingKanpur 208001 Lucknow: Axis Bank 25-B, Ashok Marg,Sikander Bagh Chauraha,Lucknow 226001 HDFC Bank Pranay Towers 38,
Darbari Lal Sharma Marg Lucknow 226001 Kotak Bank 3GF, Speed Building, Shahanazaf Road, Lucknow 226001 Moradabad: HDFC Bank
Chaddha Shopping Complex, Gmd Road, Moradabad 244001 Varanasi: HDFC Bank D 58 / 2 Kuber Complex, Rathyatra Crossing, Varanasi
221010 • D 58/9A-1K,Kush Complex Sigra Varanasi 221010
Uttarakhand:
Dehradun: Axis Bank Shri Ram Arcade, 74 (New No.250/466), Rajpur Road, Dehradun 248001 HDFC Bank 56, Rajpur Road, Uttaranchal,
Dehradun 248001 • WBO Deptt 56, Rajpur Road, Dehradun - 248001
West Bengal:
Durgapur: HDFC Bank Balai Commercial Complex, 3Rd Floor, Benachity, Nachan Road, Durgapur 713213 Kolkata: Axis Bank Ground & First
Floors, 7, Shakespeare Sarani, Kolkata 700071 BNP Paribas Unit No 301, Office No 2, 3rd Floor, Avani Signature, 91 A/1, Park Street,
Kolkatta 700016 HDFC Bank Abhilasha - II, 6 Royd Street (2Nd Floor), Kolkata 700016 ICICI Bank 22, R N Mukherjee Road, Kolkata 700001
IDBI Bank Siddha Point, Ground Floor,101, Park Street, Kolkata 700016 • 39/1 A, Post Office Road, Dum Dum, Kolkata 700028 • Bibhuti,
23/29/1, Gariahat Road, Kolkata 700029 • Brabourne Road Mookerjee House, 17, Brabourne Road, Kolkata 700001 • Siddha Point, Ground
Floor, 101, Park Street, Kolkata 700016 Kotak Bank Apeejay House15,Parkstreet,Kolkatta 700016 • Apeejay House, 15, Parkstreet Kolkata
700016 RBS Azimganj House, Units 3, 4&5, 7, Camac Street, Calcutta 700017 Standard Chartered Bank 19 Netaji Subhas Road , Kolkata
700001 Siliguri: HDFC Bank 3 No, Ramkrishna Samity Building, Sevoke Road, Pani Tanki More, Siliguri 734401
Sundaram Asset Management

Agra: Maruti Plaza, 706, 7th Floor, Sanjay Place, Agra-282002. Ph:
9319145256 Ahmedabad: 104, Arth Complex, Behind A.K. Patel
House, Mithakali Six Roads, Navarangapura, Ahmedabad 380009. Ph:
079-66613337/26440442 Ajmer: S-4 2nd Floor, Swami Complex,
Indira Moter, Circle Kutchery Road, Ajmer-305001. Ph: 0145-
2624799/9460894810 Allahabad: 1Ist Floor, Saraoj Bhawan, Patrika
Crossing, Civil Lines, Allahabad 211001. Ph: 9335467391 Alwar:
C/o. Sundaram Finance Ltd, Vijay Complex, 1st Floor, 43 Scheme No
2, Alwar-301001. Ph: 9928291076 Amristar: C/o. Sundaram Direct,
Hall No-2, 27 Classic Plaza, Above Punjab National Bank, Majitha
Road, Amritsar 143001. Ph: 9814767182 Anand: M/s.Sundaram
Direct, F-1/1 Suramya Complex, Opp. C.P. Travel & Tours, Nr. Masada
Bakery, Anand-V.V. Road, Anand. Ph: 02692-245281. Baroda: 127,
Ifloor, Siddharth Complex, Near Express Hotel, R.C.Dutt Road,
Alkapuri, Baroda 390007 Ph: 0265-3203204 Bengaluru: 2nd Floor,
Phoenix Crescent, 10, Rest House Road, (Near ARMY Inspection
Bungalow), Bengaluru 560001. Ph: 080-25599673/74/75 Bhavnagar:
C/O Sundaram Finance Limited, G-5 Aristo complex, Opp madhav
darshan, Near Radha Mandir, Waghavadi Road. Bhavnagar-364001.
Ph: 0278-2513494/9825107110 Bhopal: Plot No. 10&11, 3rd floor,
Alankar palace, Bank street, M.P.Nagar, Bhopal 462011. Ph: 0755-
3203306/ 9826622559 Bhubaneswar: Office No-16, 2nd Floor,
Deendayal Bhawan, Ashok Nagar, Bhubaneswar-751009. Ph: 0674-
2530577 Bhuj: C/o Sundaram Direct, Shop No. A/221, Katira
Commercial Centre, R.T.O. Relocation Site, Bhuj-370001.
Ph:9879001939 Calicut: 3rd Floor, 17/501 R2, Kanchas Building,
Rajai Road, Calicut-673001. Ph:9947044732 Chandigarh: SCO-
2475-2476, 2nd Floor, Sector 22C, Chandigarh-160022. Ph: 0172-
3206890/5009166 Chennai-H.O.: Sundaram Towers, II Floor 46,
Whites Road, Royapettah, Chennai-600014. Ph: 044-28569900
Chennai Sales Office: Old No; 20, New No: 14, T.V.K. III Street,
Royapettah, High Road, Opp; Kesari High School, Chennai 600 014.
Ph: 044-24988740/24988741/24988742 Cochin: 'Radhika' Opp. To
Axis Bank Rajaji Road, Cochin-682035. Ph: 0484-4027747/48
Coimbatore: No 41-A, I Floor, West Lokmanya Steet, R.S.Puram,
Coimbatore 641002. 0422-360058/2542816 Davangere: Door No.
259/1A 1, Devi Building, 2nd Floor, 4th Main, Above Nokia Priority,
Ram & Co Circle, P J Extension, Davangere-577002. Ph : 08192-
231171 / 9845116329 Dehradun: Sundaram AMC Ltd, 57/19, 2nd
Floor, Shiva Palace, Rajpur Road, Dehradun-248001. Ph. 0135-
3203262/2710131 Dubai: Representative Office, Office No.204, 2nd
Floor, Above Ravi Darbar Restaurant at Burjuman Signal,
Opp.Burjuman Centre and at the Exit of Khalid Bin Al Waleed Metro
Station, P.O.-124337, Khalid Bin Al Waleed Street, Bur Dubai, Dubai
(UAE) Ph: +009 7143961469 Durgapur: Unit No A-307, 2nd Floor,
City Centre, Durgapur-713216. Ph-9800045245/ 03433200992 Goa:
Shop No.F30, D Block, 1st Floor, Alfran Plaza, Panaji, Goa-403001.
Ph: 0832-2230426 Gorakpur: C/o Sundaram BNP Paribas Fund
Services Bank Road, Opp Karvy Distribution, Gorakpur-273001. Ph:
9935577063 Guwahati: Anandi Commercial Complex, 2nd Floor,
Bora Service, G.S.Road, Guwahati-781007 Ph: 0361-2465591
Gwalior: C/o. Sundaram Finance, 2nd Floor, 44 City Centre, Narayan
Krishna Madhav Rao Scindia Marg, Gwalior 474002. Ph: 9826857737
Hosur: No-122/2-C, Abinav Towers, (Opp) C S I-Church, Denkankotta
Road, Shanthi Nagar, Hosur 635 109. Ph: 99444 82055. Hubli: Shop
no 005, Kundagol Complex, Court Circle, Hubli, Karnataka 580029.
Ph: 0836-2354474 / 3247428 Hyderabad: V V Vintage Boulevard,
F.No.203, 2nd Floor, Raj Bhavan Road, Somajiguda, Hydrebad
500082. Ph: 040-23393669 / 23390815 / 23397600 Indore: 125,
Starlit Towers, 29/1 Y.N.Road, Indore 452001. Ph: 0731-4224546/
9993010099 Jabalpur: C/o. Sundaram Finance, 'Mangalam' 1st Floor,
103/3, Shastri Bridge Road, Napier Town, Jabalpur 482001, Ph:
9826777917 Jaipur: 303, 3rd Floor Brij Anukampa, Ashok Marg, C-
scheme, Jaipur-302001. Ph: 0141-5118364/3213853 Jallandhar: 2nd
Floor, No 5 E, Session Court Road, Near BMC Chowk, Jalandhar-
Toll Free 1800 425 1000 • SMS SFUND to 56767
www.sundarammutual.com
Sundaram Equity Plus
Branches of
Sundaram Asset Management
144001 Ph: 0181-3248520 Jamnagar: C/o Sundaram Finance Ltd.
101, City Arcade, Nr. DSP Bunglow, Tin Bati, Jamnagar-361001. Ph:
90990 01009 Jamshedpur: Shop No.5/B, 3rd Floor, Meghdeep
Building, Beside Hotel South Park, 'Q' Road, Bistupur, Jamshedpur-
831001. Ph: 0657-2320084/99343 19195 Jodhpur: 116 1st Floor,
Modi Arcade, Chopasani Road, Jodhpur-342001. Ph: 0291-
2612168/9785018141 Kanchipuram: Door No:174-175 (First Floor),
Gandhi Road, (Near Pachayappa Silks), Kanchipuram 631501. Ph:
95512 66057 Kanpur: 219, Kan Chamber's, 14/113, Civil Lines,
Kanpur-208001. Ph: 0512-3013230/531/532/9839111102 Kolkata: 7
Camac Street, 3rd Floor Block-6, Kolkata-700017. Ph No 033-
30580162 Kota: C/o. Sundaram Finance Ltd, Plot No 3 1st Floor,
Above Vijay Bank, Airodram Circle, Kota-324002. Ph: 9828615550
Lucknow: 104, UGF, SKI-HI Chamber, 5-Prak Road, Lucknow-
226001. Ph: 0522-4060004/4040002/ 9838070781 Ludhiana: SCO-
18, 4th Floor, Room No.401, Feroze Gandhi Market, Opp L.S.E
Building, Ludhiana. Ph: 0161-3018500/ 0161-2402021 Madurai: No:
183C, North Veli Street, Opp: Duke Hotel, Madurai 625001. Ph:
0452-4376801/4377478 Mangalore: B2, Souza Arcade, Balmatta
Road, Mangalore-575001. Ph : 0824-2443695/96 Mooradabad: C/o
Sundaram BNP Paribas Fund Services II nd floor, Lasa Mart, Pili Kothi,
Civil Lines, Mooradabad. Ph: 9720104129 Mumbai: • B-2/ 202, 2nd
Floor, Marathon Innova NextGen Ganpatrao Kadam Marg, Opp.
Peninsula Corporate Park, Lower Parel, Mumbai-400013. Ph: 022-
24820300/ 24986200 • 606, 6th Floor, Dalamal House, Nariman
Point, Mumbai 400021. Ph: 022-22842878 / 22842879 / 22833863 /
22842832 Mysore: #21, 1st Floor, Prashanth Plaza, 3rd Main, 5th
Cross, Saraswathipuram, Mysore 570 009, Ph: 0821-2545522
Nagpur: C/O Fortune Business Centre, I Floor, 6 Vasant Vihar, W H C
Road, Shankar Nagar, Nagpur-440010. Ph: 0712-2567346 / 2558581
Nashik: L-17, Suyojit Sankul, Near Rajiv Gandhi Bhavan, Sharanpur
Road, Nashik 422002. Ph. 0253-3012267 New Delhi: 605, 6th Floor,
Ashoka Estate, 24, Barakhamba Road, New Delhi 110 001. Ph: 011-
41515138 / 41515139 / 43539210. Panipat: H. No– 3964, Gali No-
8, Des Raj Colony, Panipat-132103. Ph: 9034147002 Patna: 205,
Ashiana Hari Niwas, New Dak Bunglow Road, Patna 800001. Ph:
0612-3200593 Pondicherry: C/o. Sundaram BNP Paribas Home
Finance Ltd, 40, Mission Street, Pondicherry 605001. Ph: 0413-
2221900 Pune: 1st Floor, Rachana Trade Estate, Erandwane, Opp
Swad Hotel, Pune 411004. Ph: 020-30280927/8 Raipur: Millenium
Plaza, Office No 26, 3rd Floor, Behind Indian Coffee House, Raipur-
492001, Ph: 0771-4263615 Rajkot: 202-Business Terminal Complex,
Opp. Ram Krishna Ashram, Dr. Yagnik Road, Rajkot-360001 Ph: 0281
3012577/8 Salem: New No.210 Old No315C, AVK Arcade, Omalur
Main Road, Opp, to New Bus Stand, Salem 636004. Ph: 0427-
4042827 / 9843081847 Siliguri: Sundaram Finance Ltd., Shree
Radha Apartment Block-B, 2nd Floor, Iskon Mandir Road, Behind City
Plaza, Siliguri Ph: 9733000515 Surat: L-14, Jolly Plaza, Opp- Athwa
Gate Police Station, Athwa Lines, Surat 395001. Ph: 0261-2461384 /
85 Thrissur: Avokkaran building, Patturickal, Trichur- 680002. Ph:
9947044699 Tirunelveli: 25 N / 1, S.N.High Road, Near Sripuram
Bus stop Sripuram Tirunelveli-627001 Ph : 0462-4220034 Trichy:
Krishna Complex, 1st Floor, 60, Shastry Road, Tennur, Trichy 620017. Design and layout by Spark Creations - Chennai - 044-45510041
Ph: 0431-2741509/4020828 Trivandrum: R S Complex, T C 2/3262
(5), Opp LIC Building, Pattom, Trivandrum- 695004. Ph: 0471-
2342686 / 2342687 Udaipur: 303, 3rd Floor, Ridhi Sidhi Complex, 4-
c Madubhan, Udaipur-313001. Ph: 0294-2421880 Varanasi: 2nd
Floor, Ram Singh Rana Nagar Colony, Cantt. Sigra Road, Varanasi-
221002. Ph: 0542-6457393/9839210294 Vellore: No: 67/1, 2nd
Floor, Officer’s Line (Near Lakshmi Theatre), Opp: PATC Depot,
Vellore 632 001. Ph: 0416-2229471, 2217852 Vijayawada: D.No.
40-10-5, Sree Ramachandra Complex, Benz Circle, Bajaj Showroom
Lane, Vijayawada 520010. Ph: 0866-2470778 Vizag: 47-10-10, 2nd
Floor Rednam Regaency, Near Diamond Park, Dwarakanagar,
Visakhapatnam 530016. Ph: 0891-3209440 /9949681818
• E-mail: service@sundarammutual.com
Sundaram Asset Management