A publication, including financial statements and a report on operations, issued by a company to its shareholders at the companys fiscal year-end.
It is the record of a mutual funds performance in a year. Under SEBIs guidelines, it is distributed to investors and/or shareholders.
Scheme wise Annual Report or an abridged summary thereof shall be mailed to all unit-holders within six months from the date of closure of the relevant accounts year i.e. 31st March each year.
Mailing of Annual Report or Abridged Summary:
The scheme wise annual report or an abridged summary thereof hereinafter shall be sent by AMCs as under:
1. only by e-mail to the Unit holders whose e-mail address is available
2. in physical form to the Unit holders whose e-mail address is not available with the Fund and/or to those Unit holders who have opted / requested for the same
A physical copy of the scheme wise annual report or abridged summary thereof shall be made available to the investors. Additionally, a link of the scheme wise annual report and abridged summary thereof shall be displayed on the website.