Disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors by Asset Management Companies (AMCs) Disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors. 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 …
SEBI prescribes Potential Risk Class Matrix for debt schemes based on Interest Rate Risk and Credit Risk SEBI has mandated that the Mutual Funds to indicate risk taken by the scheme as on the end of the month. The Risk-o-Meter specified dynamically captures the actual risk in …
Mutual Fund/AMCs to disclose risk-o-meter of their scheme and benchmark while disclosing the performance of scheme vis-à-vis benchmark Securities and Exchange Board of India CIRCULAR SEBI/HO/IMD/IMD-II DOF3/P/CIR/2021/555 April 29, 2021 All Mutual Funds/ Asset Management Companies (AMCs)/ Trustee Companies/Boards of Trustees of Mutual Funds/ Association of Mutual Funds …
