amendments to increase.....Tags : Mutual fund, transparency, disclosure, offer documents
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Nomination for Mutual Fund Unit Holders(15.06.2022)
In order to bring uniformity in practices across all constituents in securities market, the following is decided in case of nomination for eligible Mu.....
Tags : Nomination, Mutual Fund, Unit Holders
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RTA inter-operable platform for enhancing investors' experience in Mutual Fund transactions/service requests(26.07.2021)
In order to make it more convenient to the existing and future investors to transact and avail services while invested in Mutual Funds and pursuant to.....
Tags : Inter-operable platform, Mutual Fund, Investors
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SEBI Raises Norms for MF Investment in Corporate Debt(12.01.2016)
Securities and Exchange Board of India (SEBI) has tightened norms for investment by debt-oriented Mutual Fund (MF) plans and introduced caps on how mu.....
Tags : Securities and Exchange Board of India , Mutual Fund
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Participation of Mutual funds in repo transactions on Corporate Debt Securities(08.06.2023)
1. SEBI vide circular no. CIR/IMD/DF/19/2011 dated November 11, 2011 and CIR/IMD/DF/23/2012 dated November 15, 2012 allowed mutual funds to participat.....
Tags : Participation, Mutual funds, Repo transactions
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SEBI Puts Rules for Mutual Funds to Restrict Redemptions(01.06.2016)
To curtail mutual fund houses' powers to suddenly restrict redemptions from a scheme, markets regulator SEBI has put in place a set of rules and also .....
Tags : SEBI, Mutual funds, Redemption
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Restriction on redemption of Mutual Funds(31.05.2016)
In efforts to quell disparity in imposition of restrictions on redemption of mutual funds, the Securities and Exchange Board of India clarified that r.....
Tags : mutual fund, redemption, restriction, sebi
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Delhi HC: Income From Shares/ MFs Trades 'Capital Gain', If Treated as Investment in Past Years(17.05.2017)
Delhi High Court has held that income from trading in shares/mutual funds must be treated as ‘Capital Gain’ if Revenue has been treating the same as i.....
Tags : Delhi High Court, shares/mutual funds, capital gain
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Participation of Mutual Funds in Commodity Derivatives Market in India(21.05.2019)
1. A copy of the Gazette Notification No. SEBI/LAD-NRO/GN/2019/011 dated April 26, 2019 on Amendments to SEBI (Mutual Funds) Regulations, 1996 is encl.....
Tags : Participation, Mutual Funds, Commodity Derivatives Market
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SEBI Reviews Mutual Fund Advertisement Norms(16.03.2017)
Securities and Exchange Board of India has directed mutual funds to disclose performance of their schemes since inception and during preceding one-yea.....
Tags : SEBI, Mutual Fund Advertisement
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SEBI Asks Franklin to Return Money to Investors in 6 Funds(08.05.2020)
Securities and Exchange Board of India has asked Franklin Templeton Mutual Funds to focus on returning the money to investors stuck in six funds as so.....
Tags : Securities and Exchange Board of India, Franklin Templeton Mutual Funds
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SC: Validity of E-Voting Process for Winding Up of Franklin Templeton's 6 Mutual Fund Schemes Upheld(12.02.2021)
Supreme Court has negated all objections and upheld the validity of e-voting process for winding up of six mutual fund schemes of Franklin Templeton. .....
Tags : SC, Mutual Fund
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Modifications in the requirement of filing of Offer Documents by Mutual Funds(25.04.2023)
1. SEBI, vide Circular SEBI/HO/IMD/DF2/CIR/P/2016/68 dated August 10, 2016, mandated submission of soft copy of the final SIDs along with printed/fina.....
Tags : Modifications, Offer Documents, Mutual Funds
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Del. HC: No Presumption in Law that Acquisition of MF is Necessarily for Trade & Not for Investment(17.01.2024)
Delhi HC has held that it is important to ascertain the intent considering the time period and purpose for which the shares or mutual funds (MF) are h.....
Tags : Delhi High Court, Mutual Funds, Trade, Investment
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E-wallet investments in Mutual Funds(23.03.2023)
1. SEBI, vide Circular Ref. no.- SEBI/HO/IMD/DF2/CIR/P/2017/39 dated May 8, 2017, permitted use of e- wallet for investment in Mutual Funds within the.....
Tags : E-wallet, Investments, Mutual Funds
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Circular on Mutual Funds(15.02.2016)
The Securities and Exchange Board of India issued a Circular to ‘put mutual funds in a better position to handle adverse credit events’, reducing the .....
Tags : Mutual fund, sector limits, group limits, diversification
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SEBI Allows Investment up to Rs 50,000 in Mutual Funds Through E-wallets(11.05.2017)
Sebi has allowed investors to buy mutual fund schemes for up to Rs 50,000 through digital wallets.
Tags : SEBI, Mutual Fund
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Sebi Allows Mutual Funds & Portfolio Managers to Invest in Securities Listed in IFSC(29.05.2017)
Sebi has allowed portfolio manager operating in IFSC to invest in securities listed in IFSC, issued by companies incorporated in IFSC, issued by compa.....
Tags : Sebi, Mutual Funds & Portfolio Managers, IFSC
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Circular on Mutual Funds(25.02.2016)
The Securities and Exchange Board of India released a circular on the treatment of unclaimed redemption and divided amounts. Some of the changes inclu.....
Tags : Mutual funds, unclaimed redemption, dividend amounts
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SEBI Permits Mutual Funds to Invest in Unlisted NCDs(03.10.2019)
Securities and Exchange Board of India has permitted mutual funds to invest in unlisted non-convertible debentures (NCDs) up to a maximum of 10 per ce.....
Tags : SEBI, Mutual Fund
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SEBI Modifies NAV Rules for Mutual Funds(18.09.2020)
Securities and Exchange Board of India (SEBI) has asked mutual funds to uniformly apply net asset value (NAV) across schemes upon realisation of funds.....
Tags : Securities and Exchange Board of India, NAV Rules for Mutual Funds
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Creation of segregated portfolio in mutual fund schemes(07.11.2019)
1. In partial modification to SEBI Circular No. SEBI/HO/IMD/DF2/CIR/P/2018/160 dated December 28, 2018 on 'Creation of segregated portfolio in mutual .....
Tags : Segregated portfolio, Mutual fund schemes, Creation
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ITAT: Commission Earned on Distribution of Indian Mutual Fund Outside India is Not Taxable(10.06.2022)
Income Tax Appellate Tribunal (ITAT) has held that commission earned on distribution of Mutual Funds schemes of an Indian fund outside India cannot be.....
Tags : ITAT, Mutual Funds, Distribution
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SEBI to MFs: Disclose Absolute Commission Paid to Agents(21.09.2016)
Securities and Exchange Board of India (SEBI), with an aim to bring in greater transparency in dealings of mutual funds, markets regulator, has asked .....
Tags : Securities and Exchange Board of India , Mutual Fund
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