Powered by: Motilal Oswal
11/07/2023 3:29:52 PM | Source: Accord Fintech
Aditya Birla Sun Life AMC changes risk-o-meter of Financial Planning FOF - Conservative Plan
News By Tags | #6944 #392 #322

Aditya Birla Sun Life AMC has announced addendum to the Scheme Information Document (SID) and Key Information Memorandum (KIM) of Aditya Birla Sun Life Financial Planning FOF - Conservative Plan (the Scheme). In terms with Para 17.4.1.h of SEBI Master Circular on Mutual Funds dated May 19, 2023, the Risk-o-meter of Aditya Birla Sun Life Financial Planning FOF - Conservative Plan (An open-ended fund of fund scheme investing in a portfolio of mutual fund schemes (predominantly in Debt & Liquid Schemes)) has been revised as ‘Moderately High’. The Risk-o-meter for the previous month was High. Risk-o-meter is based on evaluation of risk level of the monthly portfolio of the Scheme as at June 30, 2023.

All other details of the Product Labeling and all other features and terms & conditions of the SID and KIM of the Scheme will remain unchanged. This Notice-cum-Addendum forms an integral part of the SID and KIM issued for the Scheme read with the addenda issued thereunder.

Disclaimer: The content of this article is for informational purposes only and should not be considered financial or investment advice. Investments in financial markets are subject to market risks, and past performance is not indicative of future results. Readers are strongly advised to consult a licensed financial expert or advisor for tailored advice before making any investment decisions. The data and information presented in this article may not be accurate, comprehensive, or up-to-date. Readers should not rely solely on the content of this article for any current or future financial references. To Read Complete Disclaimer Click Here