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Explore the UTI Global Focused Growth Equity Fund, an open-ended fund seeking long-term capital appreciation through investments in T. Rowe Price Funds.

How to fill out scheme information document

How to fill out scheme information document

1. Gather all necessary project details such as title, description, and objectives.
2. Identify the stakeholders involved in the scheme.
3. Outline the budgetary requirements and funding sources.
4. Detail the timeline for implementation, including key milestones.
5. Define the evaluation criteria and methods for measuring success.
6. Include any legal or regulatory considerations pertinent to the scheme.
7. Ensure all sections are clearly labeled and formatted properly for readability.
8. Review the document for accuracy and completeness before submission.

Who needs scheme information document?

1. Project managers overseeing the implementation.
2. Funding bodies or organizations that provide financial support.
3. Stakeholders interested in the project outcomes.
4. Regulatory bodies requiring compliance information.
5. Team members involved in the execution of the scheme.

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What is scheme information document?

A Scheme Information Document (SID) is a document that provides essential information about a mutual fund scheme, including its objectives, features, risks, and other relevant details that help investors make informed decisions.

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 regulatory authority before launching any mutual fund scheme.

How to fill out scheme information document?

To fill out a Scheme Information Document, the AMC must provide comprehensive details including scheme objectives, fees and expenses, fund management details, risk factors, investment strategies, and statutory information as prescribed by the regulatory authority.

What is the purpose of scheme information document?

The purpose of the Scheme Information Document is to educate potential investors about the mutual fund scheme, its features, and associated risks, ensuring transparency and aiding informed investment decisions.

What information must be reported on scheme information document?

The SID must report details such as the scheme's investment objectives, risk factors, asset allocation, past performance, fee structure, details of fund managers, and statutory disclosures.