Mutual Fund Scheme Name Changes in India (2025) – Complete List & Reasons

In recent months, several mutual fund schemes in India have undergone name changes as part of SEBI’s efforts to enhance transparency, improve investor clarity, and standardize the mutual fund industry.

The Securities and Exchange Board of India (SEBI) issued new guidelines in late 2024 to ensure that fund names accurately reflect their investment strategies and risk profiles.

This blog post explores the reasons behind these changes, their impact on investors, and how to navigate the updated mutual fund landscape.

Why Are Mutual Fund Scheme Names Changing?

1. Enhanced Transparency

SEBI’s new norms require mutual fund schemes to have more descriptive names that clearly indicate their investment objectives. This helps investors understand a fund’s portfolio style and goals at a glance.

2. Standardization Across Funds

To prevent confusion and mis-selling, SEBI has mandated consistent naming conventions across all Asset Management Companies (AMCs). This ensures uniformity in how funds are labeled, making comparisons easier.

3. Alignment with Risk and Asset Class

Fund names now explicitly state whether they are large-cap, mid-cap, hybrid, aggressive, or conservative. This helps investors make informed decisions based on their risk appetite and financial goals.

4. Scheme Mergers and Acquisitions

Some name changes result from mergers between schemes or acquisitions by different fund houses. The updated names align with SEBI’s regulations and the fund’s revised branding strategy.

List of Mutual Fund Scheme Name Changes (April – August 2025)

How Do These Changes Affect Investors?

• Better Clarity: Investors can now easily identify a fund’s category and risk level.
• Easier Comparisons: Standardized names allow for better comparison between similar funds.
• Reduced Mis-selling: Clearer labeling minimizes the chances of investors being misled by ambiguous fund names.

Conclusion

SEBI’s move to standardize mutual fund scheme names is a significant step toward improving transparency in India’s mutual fund industry. As an investor, staying informed about these changes will help you make better financial decisions and align your investments with your goals.

Have you noticed any changes in your mutual fund investments? Check with your fund house or advisor to ensure your portfolio remains aligned with your financial strategy.