What is an Offer document and why is it important to investors?
The Offer document is very detailed and can run into 100 pages or more. It usually contains all information about the scheme that is being sold, namely, the objective of the scheme, the asset allocation, the sale and repurchase procedures, the load and expense structure, and the accounting and valuation policies. Apart from this core information, the offer document also contains details regarding the structure of the Mutual Fund, how it is constituted, and the performance of existing schemes of the Mutual Fund. It also contains operational details about how to apply and what the investors’ rights and obligations are. Offer document is very important to an investor for the following reasons: Information about the product and its fundamental attributes are specified in the Offer document. Therefore, it forms the basis for the investor’s decision. Offer document is a legal document that specifies the details of the offer made by the Mutual Fund, and before buying the Mutual Fund product,
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