Introducing the “In Favour Of” filter in Case Laws.
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Introducing the “In Favour Of” filter in Case Laws.
Try it now in Case Laws →


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<h1>SEBI Requires Mutual Funds to Disclose Risk-O-Meter, Benchmark Performance, and Portfolio Details in Regular Statements.</h1> The Securities and Exchange Board of India (SEBI) mandates that mutual funds and asset management companies disclose the risk-o-meter and benchmark performance of schemes subscribed by investors. Additionally, details of the scheme portfolio must be communicated via email in fortnightly, monthly, and half-yearly statements. This requirement, effective from June 1, 2021, aims to enhance disclosure quality regarding risk, performance, and portfolio without overwhelming investors with information. The circular is issued under SEBI's regulatory powers to protect investor interests and regulate the securities market.