SEBI half-yearly trustee report for mutual funds

Tue, 12 May 2026 00:00:00 +0000

The SEBI half-yearly trustee report is a six-monthly compliance and governance report that the Board of Trustees (or Trustee Company) of each mutual fund in India is required to submit to SEBI under Regulation 27(2) of the SEBI (Mutual Funds) Regulations, 1996. The report covers the half-year periods ending 31 March and 30 September. It is a supervisory accountability document in which the trustees certify to SEBI that all schemes under the mutual fund were managed in accordance with SEBI regulations, investment mandates, and applicable guidelines during the covered period.

Zerodha annual disclosures and risk-o-meter

Mon, 11 May 2026 00:00:00 +0000

SEBI requires stock brokers, including Zerodha Broking Limited, to make a series of annual and periodic disclosures to their clients and to the regulator. These disclosures serve the dual purpose of keeping clients informed about the financial health and regulatory standing of their broker, and of providing SEBI with a standardised basis for supervisory monitoring. The risk-o-meter, originally developed for mutual fund products, has a separate but related application in the context of risk disclosure to trading clients. This article covers both the broker-level annual disclosure obligations and the risk categorisation frameworks applicable to Zerodha’s client-facing activities.

Compliance on WebNotes

SEBI half-yearly trustee report for mutual funds

Zerodha annual disclosures and risk-o-meter