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A closed-ended debt scheme offering 8 Plans (Plan A to H) of tenor from 30 Days to 120 Months, suitable for investors seeking regular fixed income through low-risk investments in debt and money market
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How to fill out scheme information document
How to fill out SCHEME INFORMATION DOCUMENT
01
Begin by identifying the scheme name and its objectives.
02
Provide details about the type of scheme including its legal structure.
03
Include the investment strategy and asset allocation plan.
04
Outline the risk factors and investor profile suitable for the scheme.
05
Describe the performance history, if applicable, and benchmark indices.
06
State the fees and expenses associated with investing in the scheme.
07
Provide information on the fund manager and their experience.
08
Include instructions for subscription and redemption processes.
09
Ensure compliance with regulatory requirements and disclosures.
10
Review the document for clarity and accuracy before finalizing.
Who needs SCHEME INFORMATION DOCUMENT?
01
Potential investors looking to understand the investment opportunity.
02
Financial advisors assisting clients in making informed decisions.
03
Regulatory bodies for compliance and oversight.
04
Existing investors wanting updates on scheme details.
05
Other stakeholders in the financial services industry.
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People Also Ask about
What are SIP documents?
The SIP registration form authorizes the bank to debit the SIP instalment amount on the fixed date chosen by you from your bank account and transfer to the AMC. Your signature in the SIP registration form should match with that of your signature in the records of your bank account.
What is the difference between SID and Sai?
In simple terms, the SAI provides a detailed view of how the mutual fund is managed, its financial health and its rules. It gives you more insight than the SID, which focuses mainly on the fund's investments.
What is the primary scheme information document for an ?
A Scheme Information Document is one of the many fund offer documents and has almost all the information about a mutual fund scheme. It includes details like minimum subscription amounts, exit and entry loads, SIP details, fund managers and their experience, risk level, the scheme's objective, etc.
What is Sid and Sai?
These documents are approved by the Securities and Exchange Board of India (SEBI). These documents include the Scheme Information Document (SID), Statement of Additional Information (SAI), and Key Information Memorandum (KIM). Together, they offer the details an investor needs before committing to a mutual fund scheme.
What is the scheme information document?
Scheme Information Document (SID) is a document that provides investors with all the necessary information about a mutual fund scheme. It includes details such as minimum subscription amounts, exit and entry loads, SIP details, fund managers and their experience, risk level, the scheme's objective, etc.
What is a scheme document?
Scheme Document means the document to be sent to the Company Shareholders containing, amongst other things, the Scheme and the notices convening the meetings of the the Company Shareholders to consider and, if thought fit, approve the Scheme; Based on 12 documents.
What is a scheme information document?
A Scheme Information Document (SID) contains all the essential details you need to know about a mutual fund scheme before investing. The SID describes the scheme's investment objectives, investment style, costs, asset allocation, and risks.
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What is SCHEME INFORMATION DOCUMENT?
The Scheme Information Document (SID) is a legal document that provides detailed information about a mutual fund scheme, including its investment objectives, risks, and expenses.
Who is required to file SCHEME INFORMATION DOCUMENT?
Mutual fund companies and asset management companies are required to file the Scheme Information Document with the regulatory authorities before launching a new mutual fund scheme.
How to fill out SCHEME INFORMATION DOCUMENT?
To fill out a Scheme Information Document, the mutual fund company must provide comprehensive details regarding the scheme's structure, investment strategy, fees, risks, and other relevant information as per regulatory guidelines.
What is the purpose of SCHEME INFORMATION DOCUMENT?
The purpose of the Scheme Information Document is to provide potential investors with essential information needed to make informed investment decisions and to ensure transparency and compliance with regulatory standards.
What information must be reported on SCHEME INFORMATION DOCUMENT?
The Scheme Information Document must report information such as the investment objective, asset allocation, risk factors, fees and expenses, performance history, and details about the fund manager.
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