Chapter Summary

In this chapter, we learned about the various scheme related documents that mutual funds provide to investors. These include mandatory documents like the Scheme Information Document (SID), Statement of Additional Information (SAI), and Key Information Memorandum (KIM), as well as other mandatory disclosures like NAV, Total Expense Ratio, Risk-o-meter, and portfolio disclosures. We also explored non-mandatory disclosures like the Fund Factsheet. Understanding these documents is crucial for investors to make informed investment decisions.