Investor Charter

As mandated by the International Financial Services Centres Authority (IFSCA), this Investor Charter outlines your rights and responsibilities as a mutual fund investor.

Investor Charter

Vision

To protect the interest of investors and promote the development and regulation of the mutual fund industry.

Rights of Investors

  • Right to receive reliable and transparent information about mutual fund schemes
  • Right to fair treatment from AMCs and distributors
  • Right to prompt service delivery
  • Right to lodge complaints and get timely resolution
  • Right to exit the scheme at applicable NAV

Responsibilities of Investors

  • Read all scheme-related documents before investing
  • Monitor investments periodically
  • Keep KYC documents updated
  • Provide correct information in application forms

Grievance Redressal

Investors may approach the AMC directly, or escalate to IFSCA/SEBI if not satisfied with the resolution. Complaints can be filed through the SCORES portal at scores.gov.in.