Mutual funds must publish detailed monthly AUM breakdowns, strengthen voting disclosures, and boost regional investor education. The circular requires Mutual Funds to disclose detailed monthly AUM metrics (scheme-category, T-15/B-15 contributions, sponsor/other contributions, investor-type, distributor-source and state/UT-wise) in prescribed spreadsheet formats to AMFI for consolidated publication; mandates AMCs to record and publish specific rationale for each voting decision, provide quarterly and annual voting disclosures with auditor certification and trustee/board review confirmations; requires regional-language investor education and expanded distribution via PSU banks and online channels; and excludes specified high-quality instruments and short-term bank deposits from debt scheme sector exposure calculations.
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Provisions expressly mentioned in the judgment/order text.
Mutual funds must publish detailed monthly AUM breakdowns, strengthen voting disclosures, and boost regional investor education.
The circular requires Mutual Funds to disclose detailed monthly AUM metrics (scheme-category, T-15/B-15 contributions, sponsor/other contributions, investor-type, distributor-source and state/UT-wise) in prescribed spreadsheet formats to AMFI for consolidated publication; mandates AMCs to record and publish specific rationale for each voting decision, provide quarterly and annual voting disclosures with auditor certification and trustee/board review confirmations; requires regional-language investor education and expanded distribution via PSU banks and online channels; and excludes specified high-quality instruments and short-term bank deposits from debt scheme sector exposure calculations.
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