Invesco, HDFC, JM Financial & Baroda BNP Paribas MFs update Risk-o-Meter for select schemes

Invesco Asset Management (India), HDFC Asset Management Company, JM Financial AMC, and Baroda BNP Paribas AMC have announced revisions to the Risk-o-meter of select mutual fund schemes. The changes, applicable with immediate effect.

Invesco Asset Management (India) announces change in scheme risk-o-meter

The above change in Risk-o-meter is based on the evaluation of risk level of Scheme’s portfolio as on November 30, 2025 and is applicable with immediate effect. Pursuant to the above change, necessary changes will be carried out at relevant places in Scheme Information Document (‘SID’) and Key Information Memorandum (‘KIM’) of the above-mentioned Scheme.

All other terms & conditions of the SID and KIM of the above-mentioned Scheme will remain unchanged. This addendum forms an integral part of the SID / KIM of the above-mentioned Scheme as amended from time to time.

HDFC AMC announces change in risk-o-meter of schemes

In compliance with clause 17.4.1.h of the Master Circular dated June 27, 2024 read with SEBI Circular No. SEBI/HO/IMD/PoD1/CIR/P/2024/150 dated November 05, 2024, HDFC Mutual Fund has informed that the Risk-o-meter of HDFC Gold ETF Fund of Fund has been revised from ‘Very High’ to ‘High’ and Risk-o-meter of HDFC FMP 1406D August 2022 - Series 46 & HDFC FMP 1359D September 2022 - Series 46 has been revised from ‘Low to Moderate’ to ‘Low’.

The above Risk-o-meter is based on evaluation of risk level of the respective scheme’s portfolio as at November 30, 2025. There is no change in the Risk-o-meter of the Benchmarks of any of the Schemes.

All other details of the Product Label and all other terms and conditions of the aforesaid Schemes remain unchanged. This addendum shall form an integral part of the SIDs / KIMs of the aforesaid Schemes of the Fund as amended from time to time.

Baroda BNP Paribas AMC announces change in risk-o-meter of Multi Asset Active FOF

In terms of provisions of SEBI Master Circular no. SEBI/HO/IMD/IMDPoD-1/P/CIR/2024/90 dated June 27, 2024, Baroda BNP Paribas Mutual Fund has informed that the Risk-o-meter of Baroda BNP Paribas Multi Asset Active FOF (the scheme) has been revised ‘Moderately High’ to ‘High’.

All other features, including product labeling, terms and conditions pertaining to the scheme shall remain unchanged.

This Notice cum addendum forms an integral part of the SID &KIM of the scheme read with the addendum issued thereunder. All other terms and conditions mentioned in the SID & KIM shall remain unchanged.

JM Financial AMC announces change in risk-o-meter of Low Duration Fund

Pursuant to SEBI Master Circular SEBI/HO/IMD/IMD-PoD-1/P/CIR/2024/90 dated June 27, 2024, JM Financial Mutual Fund has informed that the Product Labelling (Risk-o-meter) of JM Low Duration Fund (the Scheme), an open-ended low duration debt scheme investing in instruments such that the Macaulay duration$ of the portfolio is between 6 to 12 months with relatively low interest rate risk and moderate credit risk stands revised from ‘Low to Moderate’ to ‘Moderate’.

This Notice-cum-Addendum forms an integral part of SID & KIM of the Schemes and SAI of the Mutual Fund, as amended from time to time. All the other terms and conditions of the SID & KIM of the Schemes and SAI of the Mutual Fund will remain unchanged.