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Ch.9 · Systematic Transactions — SIP, SWP, STP · hard

What information must be mandatorily included in the CAS as per SEBI's enhanced format?

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EXPLANATION

SEBI's enhanced CAS format mandates inclusion of: the TER charged by each scheme, cost of acquisition per holding, and unrealised P&L. This helps investors evaluate real net returns and make informed decisions.

A.Future SIP schedules and projected corpus at retirement

B.Distributor commission earned on each holding

C.TER of each scheme, cost of acquisition, and unrealised gain/loss [✓ Correct]

D.Names of fund managers and their tenure

EXPLANATION

SEBI's enhanced CAS format mandates inclusion of: the TER charged by each scheme, cost of acquisition per holding, and unrealised P&L. This helps investors evaluate real net returns and make informed decisions.

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