Trustee for Mutual Fund Lite

Mutual Fund Lite is a regulatory framework introduced to enable smaller, low-risk mutual fund schemes to operate with reduced compliance overheads while maintaining strong governance standards. As a MF Lite Trustee, Axis Trustee ensures that all schemes under this framework adhere to regulatory requirements, protect investor interests, and maintain transparency across the fund lifecycle.

Our Services include:

• Monitoring compliance with regulatory norms and scheme objectives
• Ensuring adequate systems, processes, and controls are in place
• Reviewing operational, and risk management practices
• Supervising adherence to asset valuation and NAV computation guidelines
• Ensuring fairness in investor dealings and timely disclosures