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        SEBI

        Disclosure of the following only w.r.t schemes which are subscribed by the investor: a. risk-o-meter of the scheme and the benchmark along with the performance disclosure of the scheme vis-à-vis benchmark and b. Details of the portfolio

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        Risk-o-meter disclosure required with scheme performance and portfolio details sent only to subscribed investors via email. Mutual funds/AMCs must disclose the risk-o-meter of the scheme and the benchmark alongside scheme performance, and send scheme portfolio details by email only to investors who are subscribed to the relevant schemes; these portfolio details should accompany fortnightly, monthly and half yearly portfolio statements, effective June 1, 2021.
                          Cases where this provision is explicitly mentioned in the judgment/order text; may not be exhaustive. To view the complete list of cases mentioning this section, Click here.
                            Provisions expressly mentioned in the judgment/order text.

                                Risk-o-meter disclosure required with scheme performance and portfolio details sent only to subscribed investors via email.

                                Mutual funds/AMCs must disclose the risk-o-meter of the scheme and the benchmark alongside scheme performance, and send scheme portfolio details by email only to investors who are subscribed to the relevant schemes; these portfolio details should accompany fortnightly, monthly and half yearly portfolio statements, effective June 1, 2021.


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