Generate
Scheme Information
Documents (SID) in
Minutes

Fairshare.tech's SID Generation Software automates the SEBI-mandated Scheme Information Documents (SID) and Key Information Memorandum (KIM) for mutual fund AMCs — Fast, Structured, Compliance-ready.

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SID Generation Software
Trusted by AMCs
2 min
Average generation time per SID
Trusted by leading mutual fund houses
The Growing Need for

SID Generation Software

Empowering your compliance team with automation.

A Scheme Information Document (SID) is a mandatory regulatory document that every mutual fund scheme in India must publish, as prescribed by SEBI. Whenever a scheme is launched or any material change occurs — such as a change in fund manager, investment strategy or scheme's fundamental attributes — the AMC is required to update and republish the SID in compliance with SEBI guidelines. managing dozens to hundreds of schemes, generating and maintaining accurate, up-to-date SIDs across the entire fund house becomes a highly complex, repetitive, and regulation-critical process that demands precision at every step.

Inefficient SID Management at Scale
Managing hundreds of SIDs with frequent updates through manual generation is inefficient, error-prone, and resource-intensive.
Core
Inconsistency Across Shared Content
Common text, images, and layouts repeated across multiple SIDs introduce the risk of partial updates, where a change made in one document is inadvertently missed in others, compromising accuracy and uniformity.
Compliance
Inadequate Version Control
Without a robust versioning mechanism, tracking document history, managing revisions, and ensuring teams work on the latest version becomes unreliable
Versioning
Regulatory Risk from Delays
Slow, manual processes raise the risk of missing critical deadlines
Risk
Too many variations to handle manually
The variety of dynamic elements within SIDs make manual management practically unviable. Each document requires a combination of global replacements — such as updating a common website name or company logo uniformly across all SIDs — alongside scheme-specific substitutions like scheme names and risk-o-meters that differ from one fund to another. Beyond simple text and image swaps, the process also involves embedding external documents such as benchmark writeups that themselves contain dynamic elements.
Workflow
Complex Data Handling
Further complexity is added by the need to programmatically generate data-driven visuals — including performance charts, tables, and graphs derived from live market data — as well as authoring detailed, scheme-specific narrative sections such as Risk Factors that span multiple paragraphs. Handling this breadth of variation manually is not only time-consuming but significantly increases the probability of errors, omissions, and inconsistencies across the document set.
Coding
Process

From fund data to filed SID
in four steps

SID Generation Software

is a structured workflow that ensures every document is consistent, audit-ready, and submitted on schedule.

01
Input Fund Parameters
Enter scheme specific data like investment objectives, asset allocation, benchmark, fund manager details etc in the set of files that we provide.
02
Automated Draft Assembly
Software generates output files (SID/KIM) by inserting fund data accurately.
03
Flexibility to Regenerate
If surfacing any gaps before the document moves forward, user can re-upload input files and regenerate in minutes!
04
Review, Edit & Regulator-Ready PDF
AMC's Compliance team review and edit generated output files and save as a regulator-ready PDF.
Designed for Mutual Fund Industry

Automate, Standardise, and Scale SID / KIM Generation with Confidence

Beyond Automation — Peace of mind

📋
Get ready with first SID Draft
Our team will create the first draft based on your previously published documents.
📜
Smart Templates
Facility to create custom SID templates categorized by scheme types such as ETF, Equity, Debt, and Hybrid.
🏦
Sanity Checks
Sanity checks on data entered in input files prior to actual generation.
🔐
Version and Changelog Tracking
Input / Output Version comparison and changelog tracking
⚡
Generate 100+ SIDs with a single click
Our

SID Generation Software

enables the creation of 100+ SIDs with a single click, significantly reducing manual effort and turnaround time. It ensures accuracy through built-in validation checks, helping minimize errors and rework. This empowers the compliance team to operate more efficiently while maintaining regulatory standards.
Get Started

Ready to modernise your SID/KIM generation process?

Schedule a live demonstration with the FairShare team. We'll walk you through the platform with workflows.


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