Product Labeling in Mutual Funds

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....mmittee was set up to examine the system of Product Labeling that would provide investors an easy understanding of the kind of product/scheme they are investing in and its suitability to them. Based on the recommendations of the Committee, it has been decided that all the mutual funds shall 'Label' their schemes on the parameters as mentioned under: a. Nature of scheme such as to create w....

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.... disclosed in: a. Front page of initial offering application forms, Key Information Memorandum (KIM) and Scheme Information Documents (SIDs). b. Common application form - along with the information about the scheme. The product label with respect to (a) & (b) above shall be placed in proximity to the caption of the scheme and shall be prominently visible. c. Sch....

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.... ============= Document 1 GB भारतीय प्रतिभूति और विनिमय बोर्ड Securities and Exchange Board of India Annexure I Few samples of product label for different schemes are illustrated as under: 1. Enumeration of Product label of an Fixed Mat....

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.... investment in equity and equity related securities as well as fixed income securities (debt and money market securities). • medium risk. (YELLOW) *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. Note: Risk may be represented as: (BLUE) investors understand that their principal will be at low risk (YELLOW) i....