Impact of Recategorization on Mutual Funds
Sebi came out with guidelines for categorisation and rationalisation of mutual funds in October 2017. The market watchdog said the new guidelines were applicable from the next financial year, and it extended the deadline by another three months. Mutual fund houses finally completed the entire process by June 2018. Some schemes were merged, some schemes saw changes in fundamental attributes and nomenclature. You can scroll down the list of mutual fund schemes to find out whether there are any changes in your schemes.
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- Old Scheme NameSBI Treasury Advantage FundNew Scheme NameSBI Banking & PSU Debt FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Bluechip FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI FMCG FundNew Scheme NameSBI Consumption Opportunities FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Corporate Bond FundNew Scheme NameSBI Credit Risk FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Magnum Monthly Income PlanNew Scheme NameSBI Debt Hybrid FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Nifty Index FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Magnum InstaCash Fund - Liquid FloaterNew Scheme NameSBI Overnight FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Magnum Balanced FundNew Scheme NameSBI Equity Hybrid FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Equity Savings FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Arbitrage Opportunities FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Contra FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Magnum COMMA FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Emerging Businesses FundNew Scheme NameSBI Focused Equity FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Pharma FundNew Scheme NameSBI Healthcare Opportunities FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Magnum Multiplier FundNew Scheme NameSBI Large & Midcap FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Magnum Multicap FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Magnum Midcap FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI - ETF GoldNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Asset Allocation
- Old Scheme NameSBI - ETF SENSEXNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI - ETF Nifty Next 50New Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI - ETF 10 Year GiltNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Magnum Taxgain SchemeNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Gold FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI - ETF Nifty 50New Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI - ETF Nifty BankNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI - ETF BSE 100New Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Premier Liquid FundNew Scheme NameSBI Liquid FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Magnum Gilt Fund - Short Term PlanNew Scheme NameSBI Magnum Constant Maturity FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Banking & Financial Services FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Magnum Global FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Magnum Childrens Benefit PlanNew Scheme NameSBI Magnum Childrens Benefit FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Magnum Equity FundNew Scheme NameSBI Magnum Equity ESG FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Magnum Gilt Fund - Long Term PlanNew Scheme NameSBI Magnum Gilt FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI PSU FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Infrastructure FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Ultra Short Term Debt FundNew Scheme NameSBI Magnum Low Duration FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Regular Savings FundNew Scheme NameSBI Magnum Medium Duration FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Magnum Income FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Savings FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Dynamic Bond FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Short Term Debt FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Magnum InstaCash FundNew Scheme NameSBI Magnum Ultra Short Duration FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI Magnum Monthly Income Plan FloaterNew Scheme NameSBI Multi Asset Allocation FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes/Benchmark
- Old Scheme NameSBI Dynamic Asset Allocation FundNew Scheme NameNo ChangeChanges Post SEBI DirectiveChange in Scheme type
- Old Scheme NameSBI Magnum InstaCash Fund - Liquid Floater PlanNew Scheme NameSBI Overnight FundChanges Post SEBI DirectiveName Change and Change in fundamental Attributes
- Old Scheme NameSBI Small & Midcap FundNew Scheme NameSBI Small Cap FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
- Old Scheme NameSBI IT FundNew Scheme NameSBI Technology Opportunities FundChanges Post SEBI DirectiveName Change/Change in fundamental Attributes
