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 disclosures and portfolio details implementation deferred; requirement applies only to investor subscribed schemes. Only for schemes subscribed by an investor, mutual funds must disclose the risk-o-meter with the benchmark and performance comparison, and provide portfolio details. The circular defers the implementation date of these disclosure obligations following industry representation, and issues the extension under the regulator's statutory powers to facilitate investor protection and orderly compliance.
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Risk-o-meter disclosures and portfolio details implementation deferred; requirement applies only to investor subscribed schemes.
Only for schemes subscribed by an investor, mutual funds must disclose the risk-o-meter with the benchmark and performance comparison, and provide portfolio details. The circular defers the implementation date of these disclosure obligations following industry representation, and issues the extension under the regulator's statutory powers to facilitate investor protection and orderly compliance.
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