SEBI update: Timelines for Rebalancing of Portfolios of Mutual Fund Schemes

SEBI vide Circular dated March 30, 2022, has specified Timelines for Rebalancing of Portfolios of Mutual Fund Schemes.  In order to bring uniformity across Mutual Funds with respect to timelines for the rebalancing of portfolio, the following has been decided,

All schemes other than Index  Funds and Exchange Traded Funds have to follow a mandated rebalancing Period of 30 business days.

Further, it has specified Reporting and Disclosure Requirements for  AMCs which shall be applicable to the main portfolio only and not to segregated portfolio(s), if any and shall be effective from July 01, 2022.

For Further details refer Circular:-

https://www.sebi.gov.in/legal/circulars/mar-2022/timelines-for-rebalancing-of-portfolios-of-mutual-fund-schemes_57376.html