AMFI Risk-O-Meter

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

The AMFI Risk-O-Meter is a standardised risk-labelling tool applied to every mutual fund scheme registered in India. It is displayed as a dial-shaped graphic with six ascending risk levels, presented prominently on scheme information documents (SIDs), factsheets, key information memoranda (KIMs), all advertisements, and account statements. The tool was introduced in 2013 and substantially revised in 2021 following a SEBI circular that replaced the earlier five-level system with a more granular six-level framework and changed the risk measurement methodology from a category-level assignment to a portfolio-level, monthly-computed assessment.

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.

Risk-O-Meter on WebNotes

AMFI Risk-O-Meter

Zerodha annual disclosures and risk-o-meter