MUTUAL FUNDS
Tata MF announces changes in risk-o-meter of schemes
Apr-09-2026

Tata Mutual Fund (MF), pursuant to provision no. 17.4.1.i of SEBI Master Circular on Mutual Fund, dated June 27, 2024 on Product Labeling in Mutual Fund, has evaluated the risk levels for the schemes of the Mutual Fund based on the schemes portfolios as on March 31, 2026.

Accordingly, the existing product label, as mentioned in the respective Scheme Information Document (SID) and Key Information Memorandum (KIM) including application form of the Tata Mutual Fund’s schemes is replaced with effect from April 10, 2026.

Risk-O-Meter of the Tata Money Market Fund is revised to ‘Moderate’ from exiting ‘Low to Moderate’, and of Tata Nifty G-Sec Dec 2029 Index Fund is revised to ‘Low to Moderate’ from exiting ‘Moderate’. There is no change in Risk-o-meter of the Benchmark for the month of March 2026.

This notice cum addendum will form an integral part of the SID and KIM including application form of the above scheme of Tata Mutual Fund. All other terms and conditions of SID & KIM along with PRC Matrix (wherever applicable), read with other addendums shall remain unchanged.

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