Changed the name of mutual fund, check your scheme SEBI had issued new rules for mutual fund companies in October last year. Now every mutual fund company can continue the scheme only in 36 categories of equity and debt. Apart from this, the category of mutual fund scheme will have to be done according to its own investment. Due to these SEBI regulations, mutual fund companies are now changing the name of their schemes, and their investment strategy is also being decided by the new rules.This process has started by mutual fund companies, and has begun to change the name of its scheme. Simultaneously, investment strategy is also being changed. In this case, those who invest in mutual funds are required to be updated so that they can get good returns. According to the Director of AKA, Financial Advisor firm BPN Fincap, the investment in equity mutual funds is usually done according to their ability to take risk. In such a situation, it is important to know if the mutual fund scheme is changing its investment strategy. Just like HDFC Prudence's investment strategy was that it would invest up to 75 percent of the equity and put the rest in the debt instrument, but now it can put 100 percent equity or 100 percent in a date.Those who have lesser risk can be in trouble, because their entire money can be invested in equities. In such a situation, they need to consider their investment. Similar is the case with many other schemes, which investors should know.
Name changed for the most AMU 4 Equity schemes परु ाना नाम
HDFC प्रड ु ेंस फंड
परु ानी ननवेश की रणनीनि
40 से 75 फीसदी िक इक्ववटी और बाकी डेट में
नया नाम
HDFC बैलेंस ्ड एडवांटेज फंड
नई ननवेश की रणनीनि
100 फीसदी िक इक्ववटी में
AMU
36594 करोड़ रुपए
परु ाना नाम
ICICI प्रड ु ेंससयल बैलेंस ्ड
परु ानी ननवेश की रणनीनि
65 से 80 फीसदी िक इक्ववटी और बाकी डेट में
नया नाम
ICICI प्रड ू ेंससयल इक्ववटी एंड डेट फंड
नई ननवेश की रणनीनि
इसमें कोई पररवितन नहीं
AMU
27602 करोड़ रुपए
परु ाना नाम
SBI मैग ्नम बैलेंस ्ड
परु ानी ननवेश की रणनीनि
50 फीसदी िक इक्ववटी और बाकी डेट में
नया नाम
SBI इक्ववडी हाइब्रिड
नई ननवेश की रणनीनि
65 से 80 फीसदी इक्ववटी में बाकी इक्ववटी डेररवेटटव ्स में
AMU
21802 करोड़ रुपए
परु ाना नाम
HDFC बैलेंस ्ड
परु ानी ननवेश की रणनीनि
48 से 72 फीसदी िक इक्ववटी में बाकी डेट में
नया नाम
HDFC हाइब्रिड इक्ववटी
नई ननवेश की रणनीनि
65 से 80 फीसदी इक्ववटी में बाकी इक्ववटी डेररवेटटव ्स में
AMU
20401 करोड़ रुपए
सबसे ज ्यादा AMU वाली 3 डेट स ्कीम के बदले हुए नाम परु ाना नाम
ब्रबड़ला सनलाइफ कैश प ्लस
परु ानी ननवेश की रणनीनि
90 फीसदी िक मनी माकेट इंस ्ट्रूमें ट में , बाकी डेट में
नया नाम
ब्रबड़ला सनलाइफ सलक्ववड फंड
नई ननवेश की रणनीनि
इसमें कोई बदलाव नहीं
AMU
31621 करोड़ रुपए
परु ाना नाम परु ानी
रणनीनि
ननवेश
ररलायंस सलक्ववड फंड ट्रे जरी की 80 से 100 फीसदी िक मनी माकेट इंस ्ट्रूमेंट में , बाकी डेट में
नया नाम
ररलायंस अल ्ट्रा शाटत ड्यरू े शन फंड
नई ननवेश की रणनीनि
100 फीसदी डेट एंड मनी माकेट इंस ्ट्रूमें ट में
AMU
22888 करोड़ रुपए
परु ाना नाम
ICICI प्रड ू ेंसशयल फ्लैक्सब्रबल इनकम फंड
परु ानी
रणनीनि
ननवेश
की 10 से 100 फीसदी िक मनी माकेट इंस ्ट्रूमें ट में , बाकी डेट में
नया नाम
ICICI प्रड ू ेंसशयल सेववंग फंड
नई ननवेश की रणनीनि
100 फीसदी डेट एंड मनी माकेट इंस ्ट्रूमें ट में
AMU
19806 करोड़ रुपए
What will be the impact on you According to Ajay Kejariwal, president of Choice Broking, after this change of SEBI it will be easier to identify mutual funds according to the category. If an investor wants to invest in the scheme of Large Cap category, then every big cap scheme will be invested in companies according to the list
put on AMFI's website. Now MF companies used to invest in large caps or mid-cap companies according to their own.
AMFI released list according to M-Cap
According to the Securities and Exchange Board of India (SEBI), the Association of Mutual Funds in India (AMFI) has prepared a list of large cap, mid-cap and small-cap companies and uploaded it on its website. Now mutual fund companies will have to select the stock to invest in this list according to the category of their scheme. If the companies are not in accordance with this list in the current scheme, then they have to make changes. AMFI will update this list every six months and MF companies will have to invest in accordance with this list. How many companies in the category
SEBI has decided that top 100 companies will be called Large Cap Companies in terms of market cap. After this, 150 companies will be called mid-cap companies, the remaining companies will be included in the list of small-cap companies.
Now it will be the rule of investment
It is also decided how SEBI will invest in every category in its circular. Now, mutual fund companies will be able to invest up to 80 per cent of the large cap funds in large cap companies and the rest in other asset classes.
Likewise, in the big and mid-cap scheme, companies will have to consolidate at least 35 per cent of the large cap companies and minimum 35 per cent in the mid-cap companies. The remaining investment will be done in other Asset Class. Similarly, the mid-cap fund will have to mandate a minimum 65 percent of the investment in mid-cap companies in their scheme.
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