Product labelling
Introduced by SEBI in 2013 to address mis-selling and give investors an easy understanding of what a scheme is and whether it suits them, including the risk-o-meter and a disclaimer advising investors to consult a…
This one is not written up yet
The definition above is the short version. A full explanation — how it works, a worked example and the exam traps — is still being written. In the meantime the chapter below covers it in context.
Written up from the same chapter
- Fixed Maturity PlanA close-ended debt scheme whose portfolio maturity is aligned to the scheme's own maturity date, so the investor who stays to the end has a reasonably visible outcome — though never a guaranteed one.
- Key Information MemorandumThe short summary of the SID and SAI that SEBI requires to accompany every mutual fund application form — the one scheme document an investor is guaranteed to be handed.
- Specialized Investment FundA mutual fund product line introduced by SEBI in 2024 for sophisticated strategies, with a minimum investment of Rs 10 lakh across all of an AMC's strategies — sitting between mutual funds and PMS.
Where this is taught
- Series V-D · Chapter 12: Mutual Fund Scheme Selectionintroduced here
- Series V-A · Chapter 12: Mutual Fund Scheme Selectionintroduced here
- Series II-B · Chapter 10: Mutual Fund Productsintroduced here
Related terms
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