Disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors
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....iation of Mutual Funds in India (AMFI)/ Registrar and Transfer Agents of Mutual Funds (RTAs) Sir/ Madam, Subject: Disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors 1. SEBI vide circular SEBI/HO/IMD/IMD-II DOF3/P/CIR/2021/555 dated April 29, 2021 mandated mutual funds to disclose the following to the investors in which the unit holders are invested a....
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....ra 3 of SEBI circular SEBI/HO/IMD/DF2/CIR/P/2018/92 dated June 5, 2018 on 'Go Green Initiative in Mutual Funds' shall also include the scheme risk-o-meter, name of benchmark and risk-o-meter of benchmark. 4. The disclosure requirement of the risk-o-meter of benchmark is applicable for primary benchmark which is specified in the Scheme Information Document. 5. For international benchmarks, ri....
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