Tag: SEBI Circular on Mutual Funds

SEBI amends rules for updation of Scheme Information Document & Key Information Memorandum by Mutual Funds

SEBI amends rules for updation of Scheme Information Document (SID) & Key Information Memorandum (KIM) by Mutual Funds Securities and Exchange Board of India CIRCULAR SEBI/HO/IMD/IMD-I DOF2/P/CIR/2021/0560 April 30, 2021 All Mutual Funds (MFs)/ Asset Management Companies (AMCs)/Trustee Companies/ Board of Trustees of Mutual Funds/ Association of Mutual …

Mutual Fund/AMCs to disclose risk-o-meter of scheme & benchmark while disclosing scheme performance vis-à-vis benchmark 

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 …

SEBI revises Reporting Formats for Mutual Funds

SEBI revises Reporting Formats for Mutual Funds. Reports to be submitted by AMCs to Trustees, by AMCs to SEBI and by Trustees to SEBI reviewed Securities and Exchange Board of India CIRCULARSEBI/HO/IMD/IMD-I DOF2/P/CIR/2021/550 April 12, 2021 All Mutual Funds (MFs)/ Asset Management Companies (AMCs)/Trustee Companies/Board of Trustees of …

Investors to directly access infrastructure of recognised SEs for MFs purchase/sale

SEBI allows investors to directly access infrastructure of recognised stock exchanges to purchase/redeem mutual fund units directly from MF/ AM Companies Securities and Exchange Board of India CIRCULAR SEBI/HO/MRD1/DSAP/CIR/P/2020/29 February 26, 2020 ToAll recognised Stock Exchanges, Clearing Corporations and Depositories (except Stock Exchanges and Clearing Corporations in International …

Investment in Mutual Funds units in minors name and ease of process for transmission of units

Investment in Mutual Funds units in name of minor by guardian and ease of process for transmission of units Securities and Exchange Board of India CIRCULAR SEBI/ HO/ IMD/DF3/CIR/P/2019/166                                     December 24, 2019 All Mutual Funds (MFs)/Asset Management Companies (AMCs)/Trustee Companies/ Board of Trustees of Mutual Funds/ Association of …