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An open-ended Balanced Scheme providing guidelines for prospective investors regarding investment objectives, risk factors, fees, and operational details.
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How to fill out scheme information document
How to fill out Scheme Information Document
01
Begin with the title 'Scheme Information Document'.
02
Provide an overview of the scheme, including its purpose and objectives.
03
Include details of the scheme's manager, including contact information.
04
Specify the types of securities or assets the scheme will invest in.
05
Outline the investment strategy and any specific investment criteria.
06
Describe the key risks associated with the scheme and how they will be managed.
07
Provide information on fees and charges applicable to investors.
08
Include details on how to invest, redeem, or switch investments within the scheme.
09
State the legal and regulatory framework governing the scheme.
10
Specify any other relevant information, such as taxation implications.
Who needs Scheme Information Document?
01
Potential investors looking to understand the investment scheme.
02
Financial advisors who need to guide clients on investment options.
03
Regulatory bodies requiring compliance documentation.
04
Fund managers responsible for managing the scheme.
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People Also Ask about
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 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 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.
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 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 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.
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What is Scheme Information Document?
A Scheme Information Document (SID) is a formal document that provides detailed information about a mutual fund scheme, including its investment objectives, strategies, risks, and costs.
Who is required to file Scheme Information Document?
Asset Management Companies (AMCs) that offer mutual fund schemes are required to file the Scheme Information Document with the regulatory authorities before launching any mutual fund scheme.
How to fill out Scheme Information Document?
To fill out a Scheme Information Document, an AMC must provide clear and comprehensive details about the mutual fund scheme, including sections on investment goals, risk factors, fee structure, and fund management details, ensuring compliance with regulatory guidelines.
What is the purpose of Scheme Information Document?
The purpose of the Scheme Information Document is to inform potential investors about the specifics of a mutual fund scheme, enabling them to make informed investment decisions.
What information must be reported on Scheme Information Document?
The SID must report details such as the scheme's investment objectives, asset allocation, risk factors, plans available, minimum investment amounts, expenses, and performance history, among others.
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