The capital market regulator has also clamped down on mutual fund overlap, considering it’s rather high in case of certain equity schemes at the fund house level.

However, the overlap is not high for the majority of the schemes. Only 13 of these schemes (excluding those with assets worth ...

Securities and Exchange Board of India tightens scheme classification, phases out solution-oriented funds, introduces life cycle funds and sharpens fund of funds norms to improve transparency and ...

If one fund in your portfolio underperforms, there's a high probability that the others may also perform similarly. Because of these overlaps, what appears to be a well-diversified portfolio may ...

SEBI has superseded Clause 2.6 of the Master Circular, introducing revised scheme categories, overlap limits, and standardized naming norms. Mutual funds must realign portfolios and disclose ...

Understand SEBI’s new mutual fund rules including discontinuation of retirement and children’s funds, introduction of Life Cycle Funds and more.

According to existing rules, the top-100 stocks by market capitalisation, i.e. market cap, are designated as large caps; the next 150 as mid caps, and those ranked 251 and onwards as small caps. But ...