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New Fund Offer



Offer of units of Rs. 10/- each during the New Fund Offer (NFO) for cash (plus applicable entry load) and at Applicable NAV (plus applicable entry load) on an ongoing basis

Plan and Options Available: Dividend (Reinvestment / Payout/ Sweep)/ Growth

Subscription: Minimum Rs 5000/- and in multiples of Re 1 thereafter under each plan

Redemption: In Multiples of Re 1/-

Entry Load: For amounts of less than Rs 5 Cr ( including SIP) : 2.25 % of the applicable NAV
For Rs 5 Cr and Above : NIL
Dividend Reinvestment : NIL

Exit Load: For purchases of less than Rs 5 cr (including SIP) : 0.5 % of the NAV if redeemed within six months. (From the date of alloted)
For purchases of Rs 5 cr and above : NIL

Benchmark Index : BSE 200

Fund Manager: Mr . A. Balasubramanian

1.Background: While long term investing in equities is a historically proven strategy, investors can employ various strategies to boost the overall return from their equity investments. One such style of investing is identifying special situations.

2. Special Situations: By the very name “Special situations?are ones that are not very frequent in a company’s lifecycle. The special situations may arise either because of an event that is intrinsic to the company or at times due to external factors.

3. Benefits of special situations: Special situations are more often positive surprises that result in enhanced value or rerating of the stock. Special situations may result in significant extra gains in stocks whenever they occur. These gains may get reflected immediately or over a longer period of time depending on the situations.

4. Kinds of Special Situations: There are multiple kind of special situations ?Mergers & Acquisitions (M&A) , Takeovers, Private Equity (PE) infusion, Demergers, Structuring of business, Open offers, Delistings, Contra plays etc.

5. Rationale for launching a dedicated fund: The rationale of launching the fund at this time is that the number of special situations is going up consistently allowing the fund managers enough choices to capitalize upon.

6. Key Strategy for gains: The key strategy behind portfolio constructions is to have a high growth and high quality portfolio that is focused on special situations. The result of this strategy would be that the portfolio would not only generate returns in line with any diversified portfolio but would also have additional kickers in the form of special situations from time to time.

7. The portfolio construction strategy: would be three pronged a. Where situations have been recently announced ?Analyze the quality of stocks; evaluate the potential gains; evaluate the time period in which the gains would be realized; invest
b. Potential special situations ?Extensive research to identify companies that may have potential special situations; Evaluate if the stocks are strong buys even without the special situations; Fix price targets; Invest c. Contra Plays ?Have a blend of top-down and bottom-up strategy; Top down strategy to identify sectors that have be undervalued; Evaluate the reason for undervaluation; Bottom-up approach to identify the companies within these sectors; Invest with clear price targets

Note: Kindly refer to the prospectus and risk factors before investing. Risk Factors: All investments in mutual funds and securities are subject to market risks and the NAV of the Scheme(s) may go up or down depending on the factors and forces affecting the securities markets. There can be no assurance that the objectives of the Scheme(s) will be achieved. Past performance of the Sponsor,AMC Mutual Fund or any associates of the sponsor/AMC does not indicate the future performance of the Scheme(s) of the Mutual Fund.
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