Showing 9 of 150· filtered
Revision of Application Form for Mutual Fund Registration
MandatorySEBIHigh impact
SEBI Revises Mutual Fund Registration Application Form 2026 — Single Consolidated Format Replaces Forms A, C and D
SEBI's August 17, 2026 circular merges Mutual Fund registration Forms A, C and D into one consolidated application form (Annexure A), covering sponsor eligibility, AMC particulars and Regulation 5 route compliance.
Revision of Application Form for Mutual Fund Registration
17 August 2026Eff. 17 August 2026
19 min
Certification Requirements for Distribution of Specialized Investment Funds (SIFs)
MandatorySEBIHigh impact
SEBI Introduces New NISM Series-V-D Certification for SIF Distributors, Effective Immediately
SEBI Circular dated 21 July 2026 modifies para 21.10 of the MF Master Circular, introducing a new NISM Series-V-D certification for SIF distributors that also covers mutual fund distribution, replacing the NISM Series XIII requirement from 21 September 2026.
Certification Requirements for Distribution of Specialized Investment Funds (SIFs)
22 July 2026Eff. 21 July 2026
8 min
Extending facility of creating standing instructions for Systematic Withdrawal Plan (SWP)/ Systematic Transfer Plan (STP) for Mutual Fund units held in demat form
SEBIMedium impact
SEBI Extends SWP/STP Standing Instruction Facility to Mutual Fund Units Held in Demat Form 2026
SEBI extends SWP/STP standing instruction facility to demat-held Mutual Fund units. Phase-I (unit-based) by 31 Jan 2027, Phase-II (amount-based) by 30 Apr 2027. Depositories are nodal facilitator.
Extending facility of creating standing instructions for Systematic Withdrawal Plan (SWP)/ Systematic Transfer Plan (STP) for Mutual Fund units held in demat form
18 July 2026Eff. 17 July 2026
7 min
RBI invites public comments on the draft “Reserve Bank of India (Acquisition and Holding of Shares or Voting Rights) Amendment Directions, 2026”
MandatoryRBIHigh impact
RBI Proposes One-Time Approval for Mutual Funds, Insurers, Pension Funds Re-Acquiring Bank Shares — Draft Amendment Directions, 2026
RBI's draft Amendment Directions, 2026 (Commercial, Small Finance, Payments, Local Area Banks) let mutual funds, insurers and pension funds get one-time approval for subsequent major shareholding acquisitions up to 10% in a bank. Comments due 4 August 2026.
RBI invites public comments on the draft “Reserve Bank of India (Acquisition and Holding of Shares or Voting Rights) Amendment Directions, 2026”
14 July 2026
12 min
Intraday borrowing facility availed by mutual funds
SEBIMedium impact
SEBI Circular Permits Intraday Borrowing Facility for Mutual Funds, Effective September 2026
SEBI Circular HO/(92)2026-IMD-POD-2/I/16006/2026 dated 10 July 2026 lays down conditions under which mutual funds/AMCs may avail intraday borrowings to address liquidity mismatches, superseding earlier borrowing guidelines, effective 1 September 2026.
Intraday borrowing facility availed by mutual funds
10 July 2026Eff. 1 September 2026
9 min
SEBI Circular SEBI/HO/OIAE/OIAE_IAD-3/P/CIR/2026/12676
MandatorySEBIHigh impact
SEBI Modified Nomination Norms 2026 – Demat Accounts & Mutual Fund Folios | Mandatory Nomination, No Witness Required, Effective September 1, 2026
SEBI circular dated May 29, 2026 revamps nomination norms for demat accounts and MF folios w.e.f. September 1, 2026. Nomination mandatory for new single accounts. Witness requirement removed. Up to 3 nominees allowed. 18 prior circulars superseded.
SEBI Circular SEBI/HO/OIAE/OIAE_IAD-3/P/CIR/2026/12676
30 May 2026Eff. 1 September 2026
21 min
Securities and Exchange Board of India (Mutual Funds) Regulations, 2026
MandatorySEBIHigh impact
SEBI (Mutual Funds) Regulations, 2026: Complete Guide to the New Mutual Fund Law
SEBI’s Mutual Funds Regulations, 2026 replace the 1996 framework with a modern rulebook for India’s mutual fund industry. The new law introduces MF Lite for passive strategies, SIF for sophisticated investors, two sponsor routes, stronger governance, revised expenses, and tighter investor protection
Securities and Exchange Board of India (Mutual Funds) Regulations, 2026
22 May 2026Eff. 1 April 2026
32 min
SEBI Circular, Revision of Monthly Cumulative Report (MCR) Format, May 19, 2026.
SEBIMedium impact
SEBI Revises Monthly Cumulative Report (MCR) Format for Mutual Funds
SEBI has revised the Monthly Cumulative Report (MCR) format for mutual funds to align monthly reporting with the updated scheme categorisation framework, improving consistency in regulatory disclosure and internal reporting systems.
SEBI Circular, Revision of Monthly Cumulative Report (MCR) Format, May 19, 2026.
20 May 2026Eff. 19 May 2026
27 min
Consultation Paper on utilization of intraday borrowing lines by Mutual Funds
SEBIMedium impact
SEBI Consultation Paper on Intraday Borrowing by Mutual Funds (May 2026)
SEBI’s May 2026 consultation paper reviews the framework for intraday borrowing by mutual funds. It examines safeguards, usage beyond redemptions, and whether borrowing limits should extend beyond guaranteed receivables while ensuring investor protection and operational efficiency.
Consultation Paper on utilization of intraday borrowing lines by Mutual Funds
14 May 2026
27 min