Risk-o-meter disclosure requirement mandates scheme and benchmark risk metrics be provided with performance and portfolio communications to investors. Mutual funds and AMCs must disclose the risk-o-meter of schemes and the primary benchmark wherever scheme performance or performance versus the benchmark is disclosed; portfolio statements sent by email must include the scheme risk o meter, benchmark name and benchmark risk o meter, with international benchmark scoring aligned to existing product labeling; AMCs must enable investors to view/download only portfolios of schemes they hold and obtain benchmark risk o meter data from index providers shortly after month end.
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 requirement mandates scheme and benchmark risk metrics be provided with performance and portfolio communications to investors.
Mutual funds and AMCs must disclose the risk-o-meter of schemes and the primary benchmark wherever scheme performance or performance versus the benchmark is disclosed; portfolio statements sent by email must include the scheme risk o meter, benchmark name and benchmark risk o meter, with international benchmark scoring aligned to existing product labeling; AMCs must enable investors to view/download only portfolios of schemes they hold and obtain benchmark risk o meter data from index providers shortly after month end.
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