Investor Information
Fund Selection & Suitability Policy
Our approach to evaluating mutual fund schemes and considering investor requirements
Our Approach
Information Considered
Financial Position
Relevant information regarding the investor's financial circumstances and investment capacity.
Investment Objective
The purpose and objective for which the investment is being considered.
Investment Experience
The investor's familiarity and experience with mutual fund investments.
Investment Horizon
Whether the expected investment period is consistent with the nature and characteristics of the scheme.
Liquidity Requirements
Whether the investment may need to be accessed within the investor's expected time horizon.
Risk Characteristics
The scheme's Risk-o-Meter, asset allocation and relevant underlying investment risks.
Our Selection Process
Factors We Consider
Before You Invest
- Mutual fund investments are subject to market risks.
- The value of investments may go up or down depending on market conditions.
- Past performance is not indicative of future returns.
- The Risk-o-Meter should not be considered the sole basis for selecting a scheme.
- Different schemes may have different investment strategies and risk characteristics even where their Risk-o-Meter classification is similar.
- Investors should read the Scheme Information Document (SID), Key Information Memorandum (KIM), Scheme Summary Document and other applicable scheme-related documents carefully before investing.
- No return or performance is guaranteed or assured.