Chola Tax Saver Fund

[Mutual Fund]

Chola Tax Saver Fund - Features Investment Objective To provide long term capital appreciation by investing predominantly in equity and equity related instruments and also enabling investors to get income tax rebate as per the prevailing Tax Laws and subject to applicable conditions.

Why Invest ? Multicap funds ideal for situation going ahead (Potential for minimum 15%- 20% returns annualised next 3 years, even if market remains volatile +/- 20%). ELSS Schemes are Multicap by default Buy and Hold strategy forced on the customer results in better returns as impact of churn is reduced by as much as 5%- 10% annualised. ELSS Schemes force this on the customer by default. ELSS Schemes let the fund manager also follow a buy and hold strategy, resulting in superior returns by the ELSS funds over the last 3 years. Fresh ELSS Funds , with no redemption buildup over the years nor large corpuses , increase fund manager flexibility even further. Chola Mutual , a fund house with a superior track record versus peer group

Asset Allocation

Equities and Equity Related Instruments	80% to 100%
Debt* and Money Market instruments	0 to 20%

* investment in securitized debt, if undertaken, will not exceed 20% of corpus of the scheme.

Load

Entry Load - During NFO & for on going sales:
Investments - (other than SIP):
• For Each Investment amount < Rs. 25 lakh - 2.25%.
• For Each Investment amount >= Rs. 25 lakh- NIL.
• No entry load will be charged on investment made by the Fund of Fund Schemes.

Exit Load: NIL.

For SIP - No entry/exit load.

Minimum Application Amount:

Dividend Option: Rs. 500/- and in multiples of Rs. 500/- thereafter
Cumulative Option: Rs. 500/- and in multiples of Rs. 500/- thereafter

Systematic Investment Plan (SIP)

Minimum 6 installments of Rs 1000 and in multiples of Rs 500 Or Minimum 12 installments of Rs 500 each.

Options: Dividend and Cumulative

Benchmark index: BSE Sensex

I want to Invest in Chola Tax Saver Fund, My Details Are As Under:-

Name: Email:

Address:

City: Tel. No. Mobile:

Amount likely to be Invested (Rs.): Select Amount 5000 10000 25000 1 Lakh 5 Lakhs above 5 Lakhs

Risk Factors: •All investments in Mutual Funds and Securities are subject to market risks and the NAV of the Scheme may go up or down, depending upon the factors and forces affecting the securities market. There cannot be any assurance that the Scheme's investment objectives can be achieved.
The past performance of the AMC, Mutual Fund, the Sponsor or its Group affiliation is not indicative of the future performance of the Scheme. The Sponsor is neither responsible nor liable for any loss resulting from the operation of the Scheme beyond the initial contribution of Rs. 1 Lakh made by them towards setting up of the Mutual Fund. Chola Tax Saver Fund/Cholamandalam Growth Fund/Chola Midcap Fund/Chola Opportunities Fund/Chola
Multi-Cap Fund/Chola Global Advantage Fund is only the name and does not in any manner indicate the quality of the scheme, its future prospects or returns. For scheme specific risk factors and other details investors are requested to refer to the Offer Document of the scheme carefully before making any investment. The scheme does not guarantee any assured returns to the investors.• Statutory Details: Chola Mutual Fund has been established as a trust under the Indian Trust Act, 1882 by Cholamandalam Investment and Finance Company Limited (liability restricted to seed corpus of Rs. 1 lakh) with Cholamandalam Trustee Co. Ltd. as the Trustee and Cholamandalam AMC Ltd. as the Investment Manager.?? For offer document and application forms, please contact your nearest collection centre / AMC Office.The Income-tax benefits stated above are as per the present Income-tax Act, 1961 (the Act) as amended by the provisions contained in the Finance Act, 2005 and are available subject to relevant conditions. There can be no guarantee that the tax position or the proposed tax position prevailing at the time of an investment in the Scheme will endure indefinitely. Each Investor / Unitholder is advised to consult his / her own professional tax advisor.

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