How-to riskometer MF disclosure

How to read mutual fund riskometer

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

Riskometer is SEBI’s standardised risk-disclosure gauge. Six levels with quantitative methodology; backward-looking but useful for comparative scheme risk.

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Step-by-step procedure

See the procedure infobox above for the six steps.

Riskometer levels by typical scheme

LevelTypical schemes
LowOvernight, Liquid (some)
Low to ModerateLiquid, UST
ModerateShort / Money Market / Conservative Hybrid
Moderately HighCorporate Bond, Banking PSU, Large-cap (some)
HighEquity Savings, Aggressive Hybrid (some)
Very HighEquity, Sectoral, Credit Risk, Small-cap

See also

External references

References

  1. SEBI Circular on Product Labelling in Mutual Fund Schemes (Riskometer), 5 October 2020.
  2. SEBI Master Circular for Mutual Funds.
  3. AMFI Best Practice Guidelines.

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The WebNotes Editorial Team covers Indian capital markets, payments infrastructure and retail investor procedures. Every article is fact-checked against primary sources, principally SEBI circulars and master directions, NPCI specifications and the official support documentation published by the intermediary in question. Drafts go through a second-pair-of-eyes review and a separate compliance read before publication, and revisions are tracked against the SEBI and NPCI rule changes referenced in the methodology section.

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