The document outlines a comprehensive investment strategy ...

Comprehensive Investment Strategy Framework Mandates Transparent Disclosures for Mutual Fund Offerings Under SEBI Guidelines

April 12, 2025

Circulars     SEBI

The document outlines a comprehensive investment strategy disclosure framework mandated by SEBI regulations, detailing essential aspects of a new fund offering including asset allocation, investment approach, benchmark performance, management details, expense structures, and investor-related provisions. The framework emphasizes transparency, regulatory compliance, and investor protection through detailed disclosures across multiple sections covering investment objectives, risk factors, fundamental attributes, load structures, and taxation implications. The AMC must ensure accurate, comprehensive information is provided to enable investors to make informed investment decisions while adhering to regulatory guidelines and maintaining strict compliance with SEBI mutual fund regulations.

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