Get the free scheme information document - Shriram Mutual Fund

Mutual FundSHRIRAM LONG TERM EQUITY FUND An Open Ended Equity Linked Saving Scheme with a Statutory Lock in of 3 Years and Tax Benefit Scheme Code: SARI/O/E/ELS/18/11/0003 This product is suitable

How to fill out scheme information document

How to fill out scheme information document

1. Obtain a copy of the scheme information document template
2. Fill in the required details such as scheme name, description, objectives, and key features
3. Include information about the scheme manager, investment strategy, fees and charges, and risk profile
4. Provide any additional information or disclosures as required
5. Review and proofread the document for accuracy and completeness
6. Submit the completed scheme information document to the relevant regulatory authorities for approval

Who needs scheme information document?

1. Investment companies
2. Financial advisors
3. Regulatory bodies
4. Potential investors

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What is scheme information document?

Scheme Information Document (SID) is a document providing key information about a mutual fund scheme to help investors make informed decisions before investing.

Who is required to file scheme information document?

Mutual fund companies or Asset Management Companies (AMCs) are required to file the scheme information document with the securities regulator.

How to fill out scheme information document?

Scheme information document is typically filled out by the fund manager or compliance team of the mutual fund company using the prescribed format provided by the regulator.

What is the purpose of scheme information document?

The purpose of scheme information document is to provide investors with key information about the mutual fund scheme, including investment objectives, performance history, fees and expenses, and risk factors.

What information must be reported on scheme information document?

Scheme information document must include details about the fund's investment objectives, strategies, risk factors, fees and expenses, past performance, and other relevant information.