AMFI scheme factsheet for mutual funds

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

An AMFI scheme factsheet (also called a fund factsheet or scheme information factsheet) is a standardised monthly disclosure document that each Asset Management Company (AMC) in India is required to publish for every actively managed mutual fund scheme it operates. The factsheet consolidates scheme-level data – investment objective, portfolio holdings, NAV history, performance versus benchmark, risk ratios, and fund manager biography – into a single document that investors, distributors, and analysts can use to evaluate and compare schemes. The format and minimum content requirements are prescribed by SEBI and operationalised through AMFI guidelines.

Scheme Factsheet on WebNotes

AMFI scheme factsheet for mutual funds