Ch.5 · SID, SAI and KIM Documents · easy

What is the 'Factsheet' published by AMCs for mutual fund schemes?

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EXPLANATION

The scheme factsheet is a voluntary but universally published monthly document by AMCs. It contains: NAV, AUM, returns vs benchmark for standard periods, portfolio holdings, sector allocation, top 10 stocks, fund manager commentary, Riskometer, and expense ratio. It is a key reference tool for investors and distributors.

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