07-March-2026
SEBI
 
SEBI’s new 50% rule for portfolio overlap: Is your mutual fund about to be forced into a merger?
06-Mar-2026

The capital market regulator, the Securities and Exchange Board of India (SEBI), in its recent overhaul of mutual fund categorisation and rationalisation norms, has also clamped down on mutual fund overlap. Mutual fund overlap refers to a situation where there is duplication of securities in the portfolio. This could be at the fund house level, or even at the individual investor level.

News Source:- https://www.financialexpress.com/money/insights/sebis-new-50-rule-for-portfolio-overlap-is-your-mutual-fund-about-to-be-forced-into-a-merger/4163423/?ref=personalfinance_hp
 
 
 

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