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SEBI - Highlights / Catch Notes

Home Highlights January 2025 Year 2025 This

SEBI mandated mutual funds/AMCs to disclose Information Ratio ...


SEBI mandates disclosure of Information Ratio for equity MF schemes.

January 20, 2025

Circulars     SEBI

SEBI mandated mutual funds/AMCs to disclose Information Ratio (IR), a risk-adjusted return metric, on websites along with performance for equity schemes. IR calculation methodology using benchmark returns and standard deviation was prescribed. AMCs/AMFI to undertake investor awareness on IR's significance. Disclosure format with explanation on IR interpretation to be provided by AMFI. Circular effective within 3 months under SEBI Act.

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