Multiple choice

Which of the following documents, a mutual fund distributor needs to refer to find out eligible category of investors in a particular mutual fund scheme?

  1. SEBI Regulations Manual

  2. AMFI booklet

  3. Offer document

  4. RBI Guidelines

Reveal answer Fill a bubble to check yourself
C Correct answer
Explanation

The offer document (Scheme Information Document or Statement of Additional Information) contains complete details about the mutual fund scheme including who can invest - different investor categories like individuals, HUFs, NRIs, institutions, etc. SEBI regulations govern the structure but don't list specific scheme categories, AMFI booklets are general guides, and RBI guidelines don't cover mutual fund investor classification.