{"id":253493,"date":"2021-09-01T12:30:40","date_gmt":"2021-09-01T07:00:40","guid":{"rendered":"https:\/\/www.scconline.com\/blog\/?p=253493"},"modified":"2021-09-01T12:20:41","modified_gmt":"2021-09-01T06:50:41","slug":"sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors","status":"publish","type":"post","link":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/","title":{"rendered":"SEBI issues circular on disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors"},"content":{"rendered":"<div>\n<div style=\"text-align: justify;\">SEBI has issued a circular for disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors in order to protect the interests of investors in securities and to promote the development of, and to regulate the securities market. The provisions of this circular shall be applicable with effect from October 1, 2021.<\/div>\n<\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\">Earlier, SEBI issued a circular to mandate mutual funds to disclose the following to the investors in which the unit holders are invested as on the date on which the disclosures are stipulated:<\/div>\n<div style=\"padding-left: 40px; text-align: justify;\">a. risk-o-meter of the scheme and the benchmark along with the performance disclosure of the scheme vis-\u00e0-vis benchmark; and<\/div>\n<div style=\"padding-left: 40px; text-align: justify;\">b. details of the portfolio while communicating the fortnightly, monthly and half-yearly statement of scheme portfolio via email.<\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div style=\"text-align: justify;\">\n<div>With regard to para 2(b) of SEBI circular, Asset Management Companies (&#8216;AMCs&#8217;) shall provide a feature wherein a link is provided to investors to their registered email to enable the investor to directly view\/download only the portfolio of schemes subscribed by the said investor.<\/div>\n<div><\/div>\n<\/div>\n<div>\n<div style=\"text-align: justify;\">AMCs shall enter into arrangements with their selected Index providers to provide the risk-o-meter for their benchmarks to the AMCs latest by the fifth day subsequent to the end of the month.<\/div>\n<div style=\"text-align: justify;\"><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>SEBI has issued a circular for disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors in order to protect <\/p>\n","protected":false},"author":8808,"featured_media":252507,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4,1193],"tags":[],"class_list":["post-253493","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-legislationupdates","category-notifications"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>SEBI issues circular on disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors | SCC Times<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SEBI issues circular on disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors\" \/>\n<meta property=\"og:description\" content=\"SEBI has issued a circular for disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors in order to protect\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/\" \/>\n<meta property=\"og:site_name\" content=\"SCC Times\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/scc.online\/\" \/>\n<meta property=\"article:published_time\" content=\"2021-09-01T07:00:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.scconline.com\/blog\/wp-content\/uploads\/2021\/08\/MicrosoftTeams-image-135.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1331\" \/>\n\t<meta property=\"og:image:height\" content=\"888\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Bhumika Indulia\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Bhumika Indulia\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/\"},\"author\":{\"name\":\"Bhumika Indulia\",\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/#\\\/schema\\\/person\\\/919ec47cc1b871b362af05740398033a\"},\"headline\":\"SEBI issues circular on disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors\",\"datePublished\":\"2021-09-01T07:00:40+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/\"},\"wordCount\":216,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/wp-content\\\/uploads\\\/2021\\\/08\\\/MicrosoftTeams-image-135.jpg\",\"articleSection\":[\"Legislation Updates\",\"Notifications\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/\",\"url\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/\",\"name\":\"SEBI issues circular on disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors | SCC Times\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/wp-content\\\/uploads\\\/2021\\\/08\\\/MicrosoftTeams-image-135.jpg\",\"datePublished\":\"2021-09-01T07:00:40+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/#\\\/schema\\\/person\\\/919ec47cc1b871b362af05740398033a\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/wp-content\\\/uploads\\\/2021\\\/08\\\/MicrosoftTeams-image-135.jpg\",\"contentUrl\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/wp-content\\\/uploads\\\/2021\\\/08\\\/MicrosoftTeams-image-135.jpg\",\"width\":1331,\"height\":888},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/2021\\\/09\\\/01\\\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"SEBI issues circular on disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/\",\"name\":\"SCC Times\",\"description\":\"Bringing you the Best Analytical Legal News\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/#\\\/schema\\\/person\\\/919ec47cc1b871b362af05740398033a\",\"name\":\"Bhumika Indulia\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/84c1b51748d0297cf12e5a898eccb7bd3eb5f0ab4ae8e275e2e65c4c83f84740?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/84c1b51748d0297cf12e5a898eccb7bd3eb5f0ab4ae8e275e2e65c4c83f84740?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/84c1b51748d0297cf12e5a898eccb7bd3eb5f0ab4ae8e275e2e65c4c83f84740?s=96&d=mm&r=g\",\"caption\":\"Bhumika Indulia\"},\"url\":\"https:\\\/\\\/www.scconline.com\\\/blog\\\/post\\\/author\\\/editor_1\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"SEBI issues circular on disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors | SCC Times","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/","og_locale":"en_US","og_type":"article","og_title":"SEBI issues circular on disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors","og_description":"SEBI has issued a circular for disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors in order to protect","og_url":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/","og_site_name":"SCC Times","article_publisher":"https:\/\/www.facebook.com\/scc.online\/","article_published_time":"2021-09-01T07:00:40+00:00","og_image":[{"width":1331,"height":888,"url":"https:\/\/www.scconline.com\/blog\/wp-content\/uploads\/2021\/08\/MicrosoftTeams-image-135.jpg","type":"image\/jpeg"}],"author":"Bhumika Indulia","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Bhumika Indulia","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/#article","isPartOf":{"@id":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/"},"author":{"name":"Bhumika Indulia","@id":"https:\/\/www.scconline.com\/blog\/#\/schema\/person\/919ec47cc1b871b362af05740398033a"},"headline":"SEBI issues circular on disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors","datePublished":"2021-09-01T07:00:40+00:00","mainEntityOfPage":{"@id":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/"},"wordCount":216,"commentCount":0,"image":{"@id":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/#primaryimage"},"thumbnailUrl":"https:\/\/www.scconline.com\/blog\/wp-content\/uploads\/2021\/08\/MicrosoftTeams-image-135.jpg","articleSection":["Legislation Updates","Notifications"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/","url":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/","name":"SEBI issues circular on disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors | SCC Times","isPartOf":{"@id":"https:\/\/www.scconline.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/#primaryimage"},"image":{"@id":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/#primaryimage"},"thumbnailUrl":"https:\/\/www.scconline.com\/blog\/wp-content\/uploads\/2021\/08\/MicrosoftTeams-image-135.jpg","datePublished":"2021-09-01T07:00:40+00:00","author":{"@id":"https:\/\/www.scconline.com\/blog\/#\/schema\/person\/919ec47cc1b871b362af05740398033a"},"breadcrumb":{"@id":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/#primaryimage","url":"https:\/\/www.scconline.com\/blog\/wp-content\/uploads\/2021\/08\/MicrosoftTeams-image-135.jpg","contentUrl":"https:\/\/www.scconline.com\/blog\/wp-content\/uploads\/2021\/08\/MicrosoftTeams-image-135.jpg","width":1331,"height":888},{"@type":"BreadcrumbList","@id":"https:\/\/www.scconline.com\/blog\/post\/2021\/09\/01\/sebi-issues-circular-on-disclosure-of-risk-o-meter-of-scheme-benchmark-and-portfolio-details-to-the-investors\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.scconline.com\/blog\/"},{"@type":"ListItem","position":2,"name":"SEBI issues circular on disclosure of risk-o-meter of scheme, benchmark and portfolio details to the investors"}]},{"@type":"WebSite","@id":"https:\/\/www.scconline.com\/blog\/#website","url":"https:\/\/www.scconline.com\/blog\/","name":"SCC Times","description":"Bringing you the Best Analytical Legal News","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.scconline.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.scconline.com\/blog\/#\/schema\/person\/919ec47cc1b871b362af05740398033a","name":"Bhumika Indulia","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/84c1b51748d0297cf12e5a898eccb7bd3eb5f0ab4ae8e275e2e65c4c83f84740?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/84c1b51748d0297cf12e5a898eccb7bd3eb5f0ab4ae8e275e2e65c4c83f84740?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/84c1b51748d0297cf12e5a898eccb7bd3eb5f0ab4ae8e275e2e65c4c83f84740?s=96&d=mm&r=g","caption":"Bhumika Indulia"},"url":"https:\/\/www.scconline.com\/blog\/post\/author\/editor_1\/"}]}},"jetpack_featured_media_url":"https:\/\/www.scconline.com\/blog\/wp-content\/uploads\/2021\/08\/MicrosoftTeams-image-135.jpg","jetpack_sharing_enabled":true,"jetpack-related-posts":[],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/www.scconline.com\/blog\/wp-json\/wp\/v2\/posts\/253493","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.scconline.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.scconline.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.scconline.com\/blog\/wp-json\/wp\/v2\/users\/8808"}],"replies":[{"embeddable":true,"href":"https:\/\/www.scconline.com\/blog\/wp-json\/wp\/v2\/comments?post=253493"}],"version-history":[{"count":0,"href":"https:\/\/www.scconline.com\/blog\/wp-json\/wp\/v2\/posts\/253493\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.scconline.com\/blog\/wp-json\/wp\/v2\/media\/252507"}],"wp:attachment":[{"href":"https:\/\/www.scconline.com\/blog\/wp-json\/wp\/v2\/media?parent=253493"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.scconline.com\/blog\/wp-json\/wp\/v2\/categories?post=253493"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.scconline.com\/blog\/wp-json\/wp\/v2\/tags?post=253493"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}