How-to stress test MF disclosure

How to read mutual fund stress test disclosure

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

Stress test disclosure (SEBI 2024 mandate) reveals liquidity risk in mid- and small-cap funds. Crucial for understanding what happens if many investors redeem simultaneously.

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Step-by-step procedure

See the procedure infobox above for the six steps.

See also

External references

References

  1. SEBI Circular on Stress Testing for Mid- and Small-cap MF Schemes, 2024.
  2. SEBI Master Circular for Mutual Funds.
  3. AMFI Best Practice Guidelines.

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