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Source: SEBI Circular · February 26, 2026
Big Changes in
Mutual Funds
What You Need to Know
A simple guide for investors
Circular Ref: HO/24/13/15(2)2026-IMD-RAC4/I/5764/2026
SEBI (Securities & Exchange Board of India) has updated the rules for how Mutual Fund schemes are categorised and named. These changes aim to make investing simpler, clearer, and more transparent for you. Here's what's changed and what it means for your investments.
Updated Scheme Categories at a Glance
📈
Equity Schemes
13 sub-types (Large, Mid, Small Cap etc.)
🏦
Debt Schemes
17 sub-types incl. new Sectoral Debt
⚖️
Hybrid Schemes
7 sub-types (Balanced, Arbitrage etc.)
🎯
Life Cycle Funds
Goal-based, glide-path investing
🗂️
Other Schemes
Index Funds, ETFs & Fund of Funds
5 Key Changes That Affect You
🎯
1. Life Cycle Funds — Brand New!
A completely new fund for long-term goals like retirement. Tenure: 5 to 30 years. As you get closer to your goal, it automatically shifts from equity (higher risk) → debt (lower risk).
🚫
2. Solution-Oriented Schemes Discontinued
Retirement Fund & Children's Fund will stop accepting new investments immediately. Existing money will be merged into similar schemes — your investment is safe.
🏷️
3. Scheme Names = Category Names
A fund's name must match its category exactly. No fancy or misleading names! A "Large Cap Fund" must be called exactly that — helps you instantly identify what it does.
🏗️
4. New Sectoral Debt Funds Introduced
First-ever sector-specific debt funds. Allowed sectors: Financial Services, Energy, Infrastructure, Housing & Real Estate. Invest in high-quality (AA+) bonds only.
Compliance Timeline — What Happens When?
📋
Feb 26, 2026
Circular issued & in force
⏸️
Immediately
Solution-Oriented Schemes stop subscriptions
6M
By Aug 2026
All existing schemes must comply with new rules
3Y
By Feb 2029
Sectoral/thematic fund overlap limits enforced
Prepared for investor awareness Page 1 of 3

Deeper Dive: More Changes Explained

Source: SEBI Circular · February 26, 2026
17
Debt fund sub-categories (new Sectoral Debt added)
50%
Maximum portfolio overlap allowed between sectoral/thematic funds

📊 New Rule: Portfolio Overlap Limits

Sectoral/thematic funds must not have more than 50% common stocks with other equity funds. This ensures each fund stays truly unique and is not a copy of another.

Limit
50%
Year 1
35% fixed
Year 2
+35% more
Year 3
Last 30%

Funds that can't meet this are merged. AMCs must publish overlap data monthly on their websites.

🔄 Life Cycle Fund: How the Glide Path Works

As your fund gets closer to maturity, equity reduces & debt increases — automatically.

Years to Goal Equity % Debt % Others %
15–30 yrs 65–95% 5–25% 0–10%
10–15 yrs 65–80% 5–25% 0–10%
5–10 yrs 50–65% 5–25% 0–10%
3–5 yrs 35–50% 25–50% 0–10%
1–3 yrs 20–35% 25–65% 0–10%
< 1 yr 5–20% 25–65% 0–10%

Exit load: 3% (yr 1), 2% (yr 2), 1% (yr 3) — encourages long-term discipline.

New Debt Fund Duration Categories
Fund Type Macaulay Duration (Portfolio Level) Best For
Overnight Fund 1 day Parking idle cash, very safe
Liquid Fund Up to 91 days Emergency fund, short-term
Ultra Short Term Fund 3–6 months 3–6 month horizon
Ultra Short to Short Term ⭐ 6–12 months 6–12 month goals (newly clarified)
Short Term Fund 1–3 years 1–3 year goals
Medium Term Fund 3–4 years Medium term goals
Long Term Fund 7+ years Long-term wealth building in debt
Source: SEBI Circular dated Feb 26, 2026 · sebi.gov.in Page 2 of 3

Complete Fund Count & Asset Allocation Guide

Source: SEBI Circular · February 26, 2026
13
Equity Schemes
Large/Mid/Small Cap, Flexi, ELSS etc.
17
Debt Schemes
Overnight to Long-Term + new Sectoral
7
Hybrid Schemes
Conservative to Arbitrage
1
Life Cycle Funds
New — goal-based glide path
2
Other Schemes
Index/ETF + Fund of Funds
40
Total Fund Categories
Across all classes
Large Cap Equity
Mid Cap Equity
Small Cap Equity
Arbitrage / Hedged
Debt Instruments
Govt Securities
AA+ Corp Bonds
Gold/Silver ETFs
Residual / Cash
📈 Equity Schemes — Min. Allocation Rules
Multi Cap
25%
25%
25%
≤25%
Large Cap
Min 80% Large Cap
≤20%
Large & Mid Cap
35% LC
35% MC
≤30%
Mid Cap
Min 65% Mid Cap
≤35%
Small Cap
Min 65% Small Cap
≤35%
Flexi Cap
Min 65% (any mix)
≤35%
Dividend Yield
Min 80% Dividend
≤20%
Value / Contra
Min 80% Equity
≤20%
Focused (max 30 stks)
Min 80% Equity
≤20%
Sectoral / Thematic
Min 80% Sector/Theme
≤20%
ELSS (Tax Saver)
Min 80% Eq (3-yr lock)
≤20%
🎯 Life Cycle & Other Schemes
Life Cycle Fund
Equity→Debt glide path
≤10%
Index Funds / ETFs
Min 95% — Tracks Index
Fund of Funds
Min 95% — Underlying Funds
⚖️ Hybrid Schemes — Asset Allocation
Conservative Hybrid
10-25%
75–90% Debt
Balanced Hybrid
40–60% Equity
40–60% Debt
Aggressive Hybrid
65–80% Equity
20–35%
Dynamic Asset Alloc.
Equity — Dynamic
Managed
Multi Asset Allocation
≥10% Equity
≥10% Debt
≥10% Other
Arbitrage Fund
Min 65% Eq (Hedged)
Govt <1yr
Equity Savings
15-40% net
Arb (65% eq)
≥10%
🏦 Debt Schemes — Min. Allocation & Duration
Scheme Min. Alloc Duration / Maturity Rating
Overnight Fund 100% 1 day Sovereign
Liquid Fund 100% ≤91 days All
Ultra Short Term 100% 3–6 months All
Ultra Short to Short 100% 6–12 months All
Money Market 100% ≤1 year All
Short Term 100% 1–3 yrs All
Medium Term 100% 3–4 yrs All
Med. to Long Term 100% 4–7 yrs All
Long Term 100% >7 yrs All
Dynamic Term 100% Any duration Variable
Corporate Bond 80% Any AA+ & above
Credit Risk 65% Any AA & below
Banking & PSU Debt 80% Any High Grade
Gilt Fund 80% Across maturity Sovereign
10-yr Constant Gilt 80% = 10 yrs Sovereign
Floating Rate 65% Any All
Sectoral Debt ⭐ 80% Any AA+ & above

⭐ New category added in this circular. Debt schemes may invest residual in InvITs (except Overnight, Liquid, Ultra Short, Money Market).

What Should You Do As an Investor?
🔍
Review Your Portfolio
Check if any of your funds fall under Solution-Oriented Schemes being discontinued
📞
Talk to Your MFD
Ask how your existing SIPs or lump-sum investments will be affected by scheme mergers
🎯
Explore Life Cycle Funds
Great for retirement or long-term goals — automatically balances as you age
🏷️
Don't Panic on Name Changes
If your fund's name changes, check its new category — it must match. Your money is safe.
📊
Watch for Overlap Disclosures
AMCs will now publish monthly overlap data. Helps avoid duplicating risk unknowingly
No Tax Impact
Scheme mergers due to these changes are NOT treated as fundamental attribute changes — no automatic redemption
Disclaimer: This is a simplified reference guide for investor awareness. Asset allocation ranges shown are minimum thresholds per SEBI circular — actual fund portfolios may vary. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Consult your Mutual Fund Distributor or Financial Advisor for personalised advice. While every effort has been made to ensure data accuracy, errors may occur. Report an error here.
Source: SEBI Circular HO/24/13/15(2)2026-IMD-RAC4/I/5764/2026 · sebi.gov.in Page 3 of 3