MUTUAL FUNDS
Tata AMC announces change in risk-o-meter
May-11-2026
Tata Asset Management Company (AMC) has announced that addendum to the Scheme Information Document (s) (SIDS) / Key Information Memorandum(s) (KIMS) of Specified Scheme(s) and Statement of Additional Information (SAI) of Tata Mutual Fund.

Pursuant to provision no. 6.16.1.i of SEBI Master Circular on Mutual Fund, dated March 20, 2026 on Product Labelling in Mutual Funds, Tata Mutual Fund has evaluated the risk levels for the schemes of the Mutual Fund based on the schemes portfolios as on 30th April, 2026. Accordingly, the existing product label, as mentioned in the respective Scheme Information Document (SID) and Key Information Memorandum (KIM), Risk-o-meter of Tata Liquid Fund has been revised from existing ‘Low to Moderate’ to ‘Moderate’, while risk-o-meter of Tata Short Term Bond Fund has been revised from existing ‘Moderate' to ‘Low to Moderate’.

This notice cum addendum will form an integral part of the SID/KIM cum Application Form. All other terms & conditions of the SIDS & Kim cum Application Form read with other addendums if any remain unchanged.

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