AMFI revamped factsheet (2024)

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

The AMFI revamped factsheet refers to the updated standardised factsheet template issued by the Association of Mutual Funds in India (AMFI) in 2024, which superseded the previous template and introduced a range of changes to how SEBI -registered asset management companies (AMCs) must present scheme information in their monthly factsheets. The 2024 revision was the most comprehensive overhaul of the factsheet format since the original standardisation effort and was driven by investor feedback, SEBI’s review of disclosure practices, and the need to align the factsheet with the 2021 Risk-O-Meter methodology.

AMFI standardised factsheet template

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

The AMFI standardised factsheet template is a prescribed format that all SEBI -registered asset management companies (AMCs) in India must follow when publishing their monthly mutual fund factsheets. Introduced by the Association of Mutual Funds in India (AMFI) through a series of circulars, the template ensures that investors and financial advisers can compare schemes across AMCs on a consistent set of data points, rather than navigating AMC-specific formats that vary in content, layout, and level of detail.

Mutual Fund Disclosure on WebNotes

AMFI revamped factsheet (2024)

AMFI standardised factsheet template