- Mehak Chanotiya
April 04, 2026
DAILY TRANSACTION REPORT
Daily report for mutual funds to submit secondary market transaction details, including equity and debt purchases and sa...
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April 04, 2026
ANNUAL STATISTICAL REPORT (ASR)
Annual report summarizing the unitholding pattern and total net asset value across all mutual fund schemes.
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April 04, 2026
MONTHLY CUMULATIVE REPORT
Monthly report summarizing mutual fund scheme data, including fund mobilization, redemptions, net inflows, and assets un...
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April 04, 2026
HALF-YEARLY TRUSTEE REPORT
Periodic submission by trustees reviewing scheme performance, AMC activities, and regulatory compliance, including speci...
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April 04, 2026
COMPLIANCE TEST REPORT
Quarterly report submitted by AMCs to SEBI assessing general, investment, and investor service compliance with regulator...
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April 04, 2026
NEW SCHEME REPORT
Report detailing mutual fund scheme specifics, subscription data, unit holding patterns, and geographical dispersion of...
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April 04, 2026
APPLICATION SEEKING APPROVAL OF MERGERS / CONSOLIDATION OF MF SCHEMES
Formal application for merging or consolidating mutual fund schemes, including rationale, scheme data, and investor exit...
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April 04, 2026
APPLICATION FOR OVERSEAS INVESTMENTS
Form for mutual funds to propose investments in foreign securities, including due diligence declarations and service pro...
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April 04, 2026
APPLICATION FORMS : FORMAT OF APPLICATION BY MUTUAL FUNDS FOR GRANT OF APPROVAL TO ESTABLISH SPECIA...
Format for Mutual Funds to apply for Specialized Investment Fund approval, including fund manager details and AUM certif...
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April 04, 2026
REGISTRATION RELATED FORMS: BIO-DATA OF KEY PERSONNEL
Forms for submitting personal bio-data, educational qualifications, and employment history of key personnel for regulato...
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April 04, 2026
REGISTRATION RELATED FORMS: BIO-DATA OF DIRECTOR OF AMC/ TRUSTEE COMPANY
Form for providing personal, educational, and professional details of directors appointed to Asset Management Companies...
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April 04, 2026
REGISTRATION RELATED FORMS: REGISTRATION OF ASSET MANAGEMENT COMPANY
Outlines registration requirements for Asset Management Companies, including capital structure, organizational setup, an...
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April 04, 2026
REGISTRATION RELATED FORMS: TRUSTEESHIP OF THE MUTUAL FUND
Outlines registration requirements for trustees, including draft trust deeds, organizational infrastructure, and asset p...
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April 04, 2026
REGISTRATION RELATED FORMS: CERTIFICATE OF REGISTRATION
Official certificate issued by SEBI granting registration to a Mutual Fund under the 2026 Regulations.
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April 04, 2026
REGISTRATION RELATED FORMS: APPLICATION FOR THE GRANT OF REGISTRATION OF MUTUAL FUND
This form outlines requirements for mutual fund registration, including sponsor details, draft agreements, and five-year...
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April 04, 2026
SPECIALIZED INVESTMENT FUNDS (SIF)
Illustrations for derivative exposure limits and offsetting rules for Specialized Investment Funds' long-short equity st...
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April 04, 2026
EXECUTION ONLY PLATFORMS
The framework specifies mandatory scheme disclosures and record-keeping requirements for Category 2 Execution Only Platf...
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April 04, 2026
CORPORATE DEBT MARKET DEVELOPMENT FUND (CDMDF)
This document establishes purchase pricing factors, valuation policies, and loss-absorption models for corporate debt se...
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April 04, 2026
PRODUCT LABELLING IN MUTUAL FUND SCHEMES – RISK-o-METER
This methodology calculates mutual fund risk levels by assigning values to underlying securities based on credit, intere...
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April 04, 2026
STEWARDSHIP CODE FOR ALL MUTUAL FUNDS IN RELATION TO THEIR INVESTMENT IN LISTED EQUITIES
This code mandates that institutional investors monitor investee companies and actively fulfill stewardship responsibili...
Download Share- Insolvency professional to use Registration Number and Registered Address in all his communications.
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- Master Circular for Research Analysts
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- Adjudication Order: Technical Glitches and Cybersecurity Lapses at Anand Rathi Shares and Stock Brokers Limited
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- MSME SFURTI SCHEME
- Initiatives to Support MSMEs
- Significant growth in credit disbursement to MSME sector .
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- Multiple Initiatives to Strengthen Rural and Semi-Urban MSMEs
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- Board Resolution for Calling of Extra-Ordinary General Meeting at Shorter Notice
