Tata AMC announces change in risk-o-meter
Tata Asset Management Company (AMC) has announced that addendum to the Scheme Information Document (s) (SIDS) / Key Information Memorandum(s) (KIMS) of Specified Scheme(s) and Statement of Additional Information (SAI) of Tata Mutual Fund.
Pursuant to provision no. 17.4.1.i of SEBI Master Circular on Mutual Fund, dated June 27, 2024 on Product Labelling in Mutual Fund, Tata Mutual Fund has evaluated the risk levels for the schemes of the Mutual Fund based on the schemes portfolios as on 31 July, 2025. As per para 9 of point C of SEBI Circular No. SEBI/HO/IMD/PoD1/CIR/P/2024/150 dated November 05, 2024, Risk-o-meter of Tata Equity Savings Fund and Tata Money Market Fund has changed from existing ‘Moderate risk’ to ‘Low to moderate risk’. And Risk-o-meter of Tata Income Plus Arbitrage Active FOF has been revised from existing ‘Low to moderate risk’ to ‘Moderate risk’. This will be effective from 10th August, 2025. There is no change in Risk-o-meter of the Benchmark for the month of July 2025. There is no change in Risk-o-meter of the Benchmark for the month of July 2025.
This notice cum addendum will form an integral part of the SID/KIM cum Application Form. All other terms & conditions of the SIDS & Kim cum Application Form read with other addendums if any remain unchanged.
