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Changes to mutual funds you are investing in. What to do next.

Mutual fund companies are making some changes to their funds. Here's what you need to know about it.

Over the last few months, the regulator SEBI has brought in a number of rules aimed at making the life of an investor easier. In line with these rules, Mutual fund companies are making some changes to their funds. You would have received E-mails from mutual fund companies informing you of these changes already and may be wondering what you need to do.

For your convenience, we have analysed the changes for all the funds recommended by us and we do not recommend any action. But we have still tabulated all the changes below for your reference.

Changes to Equity Funds (Long Term Wealth)


Changes to Debt Funds (Short Term Money & Emergency fund)


This section will be updated once we receive information from the mutual fund companies, regarding changes to our recommended Debt funds.

Changes to ELSS funds (Tax Saving Money)

This section will be updated once we we receive information from the mutual fund companies, regarding changes to our recommended ELSS funds.

^Definitions:

  • Large cap company: Top 100 companies in terms of market capitalization as specified by AMFI.
  • Mid cap company: Top 101-250 companies in terms of market capitalization as specified by AMFI.
  • Small cap company: Any company listed 251 onwards in terms of market capitalization as specified by AMFI.

Market capitalization is the valuation of a company based on its current share price and the total number of outstanding shares. It is calculated by multiplying the current market price of the company's share with the total outstanding shares of the company.

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