How-to benchmark MF disclosure

How to read mutual fund benchmark comparison

From WebNotes, a public knowledge base. Last updated . Reading time ~3 min.

MF benchmark comparison is the standard alpha-disclosure mechanism. Post-2018 TRI adoption made comparisons fair; alpha is now meaningful.

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Step-by-step procedure

See the procedure infobox above for the six steps.

See also

External references

References

  1. SEBI (Mutual Funds) Regulations, 1996.
  2. SEBI TRI benchmark circular, 2018.
  3. SEBI Master Circular for Mutual Funds.
  4. AMFI Best Practice Guidelines.

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