Asset Management Companies (AMCs) are mandated by SEBI to risk rate their respective schemes. The aim is to help investors understand and assess the risks involved in investing in a particular mutual fund scheme.
The depiction of the risk by the AMCs is done through a Riskometer that represents 6 different risk categories as follows:
| Level | Inference |
|---|---|
| Low | Principal at low risk |
| Low to Moderate | Principal at low to moderate risk |
| Moderate | Principal at moderate risk |
| Moderately High | Principal at moderately high risk |
| High | Principal at high risk |
| Very High | Principal at very high risk |
An illustration of a ‘Moderate’ rate scheme that will be depicted in the Riskometer as given below:
The Riskometer has been applied to all the existing schemes. We request you to refer to the Riskometer in the scheme documents and understand the risk of the scheme to decide whether the investments will suit your risk profile.
To aid you with the information, appended below are the links to the AMC websites:
| AMC name | Documents (link) |
|---|---|
| Aditya Birla Sun Life Asset Management Company Limited | KIM SID SAI |
| Axis Asset Management Company Limited | KIM SID SAI |
| Baroda BNP Paribas Asset Management India Private Limited | KIM SID SAI |
| Canara Robeco Asset Management Company Limited | KIM SID SAI |
| DSP Investment Managers Private Limited | KIM SID SAI |
| Edelweiss Asset Management India Private Limited | KIM SID SAI |
| Franklin Templeton Asset Management (India) Private Limited | KIM SID SAI |
| HDFC Asset Management Company Limited | KIM SID SAI |
| HSBC Asset Management (India) Private Limited | KIM SID SAI |
| ICICI Prudential Asset Mgmt. Company Limited | KIM SID SAI |
| IDFC Asset Management Company Limited | KIM SID SAI |
| IIFL Asset Management Limited | KIM SID SAI |
| Invesco Asset Management (India) Private Limited | KIM SID SAI |
| Kotak Mahindra Asset Management Company Limited | KIM SID SAI |
| L&T Investment Management Limited | KIM SID SAI |
| Mahindra Manulife Investment Management Private Limited | KIM SID SAI |
| Mirae Asset Global Investments (India) Private Limited | KIM SID SAI |
| Motilal Oswal Asset Management Company Limited | KIM SID SAI |
| Nippon Life India Asset Management Limited | KIM SID SAI |
| PGIM India Asset Management Private Limited | KIM SID SAI |
| Quant Asset Management Company | KIM SID SAI |
| SBI Funds Management Private Limited | KIM SID SAI |
| Sundaram Asset Management Company Limited | KIM SID SAI |
| Tata Asset Management Limited | KIM SID SAI |
| UTI Asset Management Company Ltd | KIM SID SAI |
