What is an offer document in the context of a Mutual fund?

Subscribe to GoodReturns
For Quick Alerts
Subscribe Now  
For Quick Alerts
For Daily Alerts
    What is an offer document in the context of a Mutual fund?
    The offer document is nothing but the prospectus that takes the form of a booklet. It can also be construed as a legal document.

    What information it provides?

    Investors need information and the best way to provide the information would be through the offer document. This would provide investors with ample guidance on whether they should skip the scheme of the mutual fund or go ahead and invest.

    The information provided by the mutual fund scheme would be exhaustive and include investment objectives of the particular scheme, the load structure that is applicable, subscription and redemption policies etc.

    The abridged offer document tends to accompany the application form of the mutual fund scheme.

    Why it's important?

    Investors need to take informed decision and hence the offer document needs to be studied in detail and not just skimmed through. For example, if the scheme invests only in debt and you are an investor who is wiling to take risk, you would want to avoid the scheme. Hence, the offer document provides valuable guidance for investors.


    Read more about: mutual funds offer document
    Company Search
    Enter the first few characters of the company's name or the NSE symbol or BSE code and click 'Go'

    Find IFSC

    Get Latest News alerts from Goodreturns

    We use cookies to ensure that we give you the best experience on our website. This includes cookies from third party social media websites and ad networks. Such third party cookies may track your use on Goodreturns sites for better rendering. Our partners use cookies to ensure we show you advertising that is relevant to you. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on Goodreturns website. However, you can change your cookie settings at any time. Learn more