SBI AMC announces change in risk-o-meter
SBI Asset Management Company (AMC) has announced addendum to the Scheme Information Documents (SIDs)/ Key Information Memorandums (KIMs) cum Common Application Form of all Scheme(s) of SBI Mutual Fund as amended from time to time.
SBI mutual Fund Mutual Fund informed that in terms of SEBI circular no. SEBI/HO/IMD/DF3/CIR/P/2020/197 dated October 05, 2020, Risk-o-meter of the below mentioned Schemes of SBI Mutual Fund stands revised as under, based on evaluation of risk levels of Schemes’ portfolios as on May 31, 2023. Risk-o-meter of ‘SBI Magnum Income Fund’ is revised from ‘Moderate’ to ‘Moderately high’, while Risk-o-meter of ‘SBI Balanced Advantage Fund’ is revised from ‘Very high’ to ‘High’, and Risk-o-meter of SBI Fixed Maturity Plan (FMP)- Series 82 (91 Days) is revised from ‘Moderately high’ to ‘Moderate’. Meanwhile, risk-o-meter of SBI Fixed Maturity Plan (FMP)- Series 50 (1843 Days), SBI Fixed Maturity Plan (FMP)- Series 51 (1846 Days), SBI Fixed Maturity Plan (FMP)- Series 53 (1839 Days),and SBI Fixed Maturity Plan (FMP)- Series 59 (1618 Days) are revised from existing ‘Moderate’ to ‘Low to Moderate’; and Risk-o-meter of SBI Capital Protection Oriented Fund Series A (Plan 4) (1442 Days), SBI Capital Protection Oriented Fund Series A (Plan 6) (1350 Days), and SBI Fixed Maturity Plan (FMP)- Series 32 (1140 Days) are revised from ‘Low to Moderate’ to ‘Low’.
All other terms and conditions of the scheme remain unchanged. This addendum forms an integral part of the Scheme Information Documents/ Key Information Memorandums of the Scheme(s) of the Fund as amended from time to time.
