Ch.11 · Scheme Performance Disclosure Rules · medium

Which of the following is a SEBI-mandated disclosure that helps investors assess credit risk in a debt mutual fund?

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EXPLANATION

SEBI mandates that AMCs disclose the complete portfolio of all schemes on a monthly basis, including each debt instrument held, its issuer, credit rating, and percentage allocation. This enables investors and advisors to independently assess credit quality and concentration risk.

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