Articles tagged “MF Disclosure”
9 articles.
- How to understand mutual fund Tier 1 and Tier 2 benchmarks
Step-by-step guide to understanding the SEBI Tier 1 / Tier 2 benchmark framework for mutual funds. Covers the 2022 circular, category-wise Tier 1 benchmarks, …
- How to read mutual fund stress test disclosure
Step-by-step guide to reading the SEBI-mandated stress test disclosure for mid- and small-cap mutual funds. Covers liquidity stress, redemption simulation, and …
- How to read mutual fund riskometer
Step-by-step guide to reading the SEBI-mandated mutual fund riskometer. Covers the six risk levels, methodology, scheme-level vs benchmark-level riskometer, and …
- How to read mutual fund expense disclosure
Step-by-step guide to reading mutual fund expense disclosure. Covers Total Expense Ratio components, SEBI caps, Direct vs Regular delta, GST, and the impact on …
- How to read mutual fund benchmark comparison
Step-by-step guide to reading the benchmark comparison section of a mutual fund factsheet. Covers Tier 1 / Tier 2 benchmarks, TRI vs PRI, alpha, tracking error, …
- How to read a Statement of Additional Information (SAI)
Step-by-step guide to reading the SEBI-mandated Statement of Additional Information (SAI) for a mutual fund AMC. Covers AMC-level disclosures, trustee …
- How to read a Scheme Information Document (SID)
Step-by-step guide to reading the SEBI-mandated Scheme Information Document (SID) for a mutual fund. Covers scheme objectives, investment strategy, risk …
- How to read a mutual fund factsheet
Step-by-step guide to reading a mutual fund factsheet. Covers performance summary, portfolio composition, sector allocation, expense, fund manager info, and the …
- How to read a Key Information Memorandum (KIM)
Step-by-step guide to reading the SEBI-mandated Key Information Memorandum (KIM) for a mutual fund. Covers core sections, the relationship with SID, and the use …