Disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors

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....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 as on the date on which the disclosures are stipulated: a.....

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....ive 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, risk-o-meter score may be assigned in line with risk-o-meter score assigned to foreign securities....