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Confidential to the Recipient 1
Details of Scheme Name Changes/Scheme Mergers
Confidential to the Recipient 2
Aditya Birla Sun Life Mutual Fund
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
1 SNC Aditya Birla Sun Life Cash Plus Aditya Birla Sun Life Liquid Fund
04-Jun-18
2 SNC Aditya Birla Sun Life Advantage Fund Aditya Birla Sun Life Equity Advantage Fund
3 SNC Aditya Birla Sun Life Cash Manager Aditya Birla Sun Life Low Duration Fund
4 SNC Aditya Birla Sun Life Floating Rate Fund - Short Term Plan Aditya Birla Sun Life Money Manager Fund
5 SNC Aditya Birla Sun Life Income Plus Aditya Birla Sun Life Income Fund
6 SNC Aditya Birla Sun Life Short Term Fund Aditya Birla Sun Life Corporate Bond Fund
7 SNC Aditya Birla Sun Life Corporate Bond Fund Aditya Birla Sun Life Credit Risk Fund
8 SNC Aditya Birla Sun Life Treasury Optimizer Plan Aditya Birla Sun Life Banking & PSU Debt Fund
9 FA Aditya Birla Sun Life Frontline Equity Fund Aditya Birla Sun Life Frontline Equity Fund
10 FA Aditya Birla Sun Life Short Term Opportunities Fund Aditya Birla Sun Life Short Term Opportunities Fund
11 FA Aditya Birla Sun Life Medium Term Plan Aditya Birla Sun Life Medium Term Plan
12 FA Aditya Birla Sun Life Floating Rate Fund- Long Term Plan Aditya Birla Sun Life Floating Rate Fund- Long Term Plan
13 FA Aditya Birla Sun Life Savings Fund Aditya Birla Sun Life Savings Fund
14 FA Aditya Birla Sun Life Dynamic Bond Fund Aditya Birla Sun Life Dynamic Bond Fund
15 FA Aditya Birla Sun Life Balanced '95 Fund Aditya Birla Sun Life Balanced '95 Fund
21-May-18
16 FA Aditya Birla Sun Life New Millennium Fund Aditya Birla Sun Life New Millennium Fund
17 FA Aditya Birla Sun Life Dividend Yield Plus Aditya Birla Sun Life Dividend Yield Plus
18 FA Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life Balanced Advantage Fund
19 FA Aditya Birla Sun Life Gilt Plus - PF Aditya Birla Sun Life Gilt Plus - PF
20 FA Aditya Birla Sun Life Index Fund Aditya Birla Sun Life Index Fund
21 FA Aditya Birla Sun Life Small & Midcap Fund Aditya Birla Sun Life Small & Midcap Fund
22 FA Aditya Birla Sun Life Midcap Fund Aditya Birla Sun Life Midcap Fund
23 FA Aditya Birla Sun Life MIP II - Wealth 25 Plan Aditya Birla Sun Life MIP II - Wealth 25 Plan
24 FA Aditya Birla Sun Life Top 100 Fund Aditya Birla Sun Life Top 100 Fund
25 FA Aditya Birla Sun Life Equity Savings Fund Aditya Birla Sun Life Equity Savings Fund
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Confidential to the Recipient 3
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
26 FA Aditya Birla Sun Life Asset Allocator Multi Manager FOF Scheme Aditya Birla Sun Life Asset Allocator Multi Manager FOF Scheme
21-May-18
27 FA Aditya Birla Sun Life Active Debt Multi Manager FOF Scheme Aditya Birla Sun Life Active Debt Multi Manager FOF Scheme
28 FA Aditya Birla Sun Life Financial Planning Fund Aggressive Plan Aditya Birla Sun Life Financial Planning Fund Aggressive Plan
29 FA Aditya Birla Sun Life Financial Planning Fund Conservative Plan Aditya Birla Sun Life Financial Planning Fund Conservative Plan
30 FA Aditya Birla Sun Life Financial Planning Fund Prudent Plan Aditya Birla Sun Life Financial Planning Fund Prudent Plan
31 SNC Aditya Birla Sun Life Balanced '95 Fund Aditya Birla Sun Life Equity Hybrid '95 Fund
32 SNC Aditya Birla Sun Life New Millennium Fund Aditya Birla Sun Life Digital India Fund
33 SNC Aditya Birla Sun Life Dividend Yield Plus Aditya Birla Sun Life Dividend Yield Fund
34 SNC Aditya Birla Sun Life Enhanced Arbitrage Fund Aditya Birla Sun Life Arbitrage Fund
35 SNC Aditya Birla Sun Life Gilt Plus - PF Aditya Birla Sun Life Government Securities Fund
36 SNC Aditya Birla Sun Life Small & Midcap Fund Aditya Birla Sun Life Small Cap Fund
37 SNC Aditya Birla Sun Life MIP II - Wealth 25 Plan Aditya Birla Sun Life Regular Savings Fund
38 SNC Aditya Birla Sun Life Top 100 Fund Aditya Birla Sun Life Focused Equity Fund
39 M Aditya Birla Sun Life India Opportunities Fund Aditya Birla Sun Life Digital India Fund (formerly known as Aditya
Birla SunLife New Millennium Fund)
04-Jun-18
40 M Aditya Birla Sun Life MIP Aditya Birla Sun Life Regular Savings Fund (formerly known as
Aditya Birla Sun Life MIP II - Wealth 25 Plan)
41 M Aditya Birla Sun Life Monthly Income Aditya Birla Sun Life Regular Savings Fund (formerly known as
Aditya Birla Sun Life MIP II - Wealth 25 Plan)
42 M Aditya Birla Sun Life MIP II - Savings 5 Plan Aditya Birla Sun Life Regular Savings Fund (formerly known as
Aditya Birla Sun Life MIP II - Wealth 25 Plan)
43 M Aditya Birla Sun Life Banking &PSU Debt Fund Aditya Birla Sun Life Savings Fund
44 M Aditya Birla Sun Life Constant Maturity 10 Year Gilt Fund Aditya Birla Sun Life Government Securities Fund (formerly known as
Aditya Birla Sun Life Gilt Plus - PF Plan)
45 M Aditya Birla Sun Life Tax Savings Fund Aditya Birla Sun Life Tax Relief '96 Fund- (ELSS U/S 80C of IT ACT)
21-May-18 46 M Aditya Birla Sun Life India Reforms Fund Aditya Birla Sun Life Infrastructure Fund
47 M Aditya Birla Sun Life Special Situations Fund Aditya Birla Sun Life Equity Fund - Dividend
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Back
Confidential to the Recipient 4
DSP BlackRock Mutual Fund
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
1 FA DSP BlackRock Money Manager Fund DSP BlackRock Money Manager Fund
15-Feb-18
2 FA DSP BlackRock Ultra Short Term Fund DSP BlackRock Low Duration Fund
3 FA DSP BlackRock Treasury Bill Fund DSP BlackRock Savings Fund
4 FA DSP BlackRock Short Term Fund DSP BlackRock Short Term Fund
5 FA DSP BlackRock Bond Fund DSP BlackRock Bond Fund
6 FA DSP BlackRock Banking and PSU Debt Fund DSP BlackRock Banking and PSU Debt Fund
7 FA DSP BlackRock Constant Maturity 10 Year G-Sec Fund DSP BlackRock 10Y G-Sec Fund
8 FA DSP BlackRock Dynamic Asset Allocation Fund DSP BlackRock Dynamic Asset Allocation Fund
9 FA DSP BlackRock Opportunities Fund DSP BlackRock Equity Opportunities Fund
16-Mar-18
10 FA DSP BlackRock Small and Mid Cap Fund DSP BlackRock Mid Cap Fund
11 FA DSP BlackRock Micro Cap Fund DSP BlackRock Small Cap Fund
12 FA DSP BlackRock Focus 25 Fund DSP BlackRock Focus Fund
13 FA DSP BlackRock Income Opportunities Fund DSP BlackRock Credit Risk Fund
14 FA DSP BlackRock MIP Fund DSP BlackRock Regular Savings Fund
15 FA DSP BlackRock Balanced Fund DSP BlackRock Equity & Bond Fund
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Back
Confidential to the Recipient 5
HDFC Mutual Fund
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
1 FA HDFC Liquid Fund HDFC Liquid Fund
16-May-18
2 FA HDFC Cash Management Fund - Treasury Advanatge Plan HDFC Low Duration Fund
3 FA HDFC Short Term Opportunities Fund HDFC Short Term Debt Fund
4 FA HDFC High Interest Fund - STP HDFC Medium Term Debt Fund
5 FA HDFC Income Fund HDFC Income Fund
6 FA HDFC High Interest Fund - Dynamic Plan HDFC Dynamic Debt Fund
7 FA HDFC Banking and PSU Debt Fund HDFC Banking and PSU Debt Fund
8 FA HDFC Gilt Fund - LTP HDFC Gilt Fund
9 FA HDFC Floating Rate Income Fund - STP HDFC Floating Rate Debt Fund
10 FA HDFC Gold Exchange Traded Fund HDFC Gold Exchange Traded Fund
11 FA HDFC Gold Fund HDFC Gold Fund
12 FA HDFC Equity Fund HDFC Equity Fund
23-May-18
13 FA HDFC Top 200 HDFC Top 100 Fund
14 FA HDFC Mid Cap Opportunities Fund HDFC Mid-Cap Opportunities Fund
15 FA HDFC Small Cap Fund HDFC Small Cap Fund
16 FA HDFC Capital Builder Fund HDFC Capital Builder Value Fund
17 FA HDFC Infrastructure Fund HDFC Infrastructure Fund
18 FA HDFC TaxSaver HDFC TaxSaver
19 FA HDFC Index Fund- Nifty Plan HDFC Index Fund-NIFTY 50 Plan
20 FA HDFC NIFTY ETF HDFC NIFTY 50 ETF
21 FA HDFC SENSEX ETF HDFC SENSEX ETF
22 FA HDFC Large Cap Fund HDFC Growth Opportunities Fund
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Confidential to the Recipient 6
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
23 FA HDFC Core & Satellite Fund HDFC Focused 30 Fund
23-May-18
24 FA HDFC Arbitrage Fund HDFC Arbitrage Fund
25 FA HDFC Equity Savings Fund HDFC Equity Savings Fund
26 FA HDFC Children’s Gift Fund* HDFC Children’s Gift Fund*
27 FA HDFC Multiple Yield Fund - Plan 2005 HDFC Multi-Asset Fund
28 FA HDFC Cash Management Fund - Savings Plan HDFC Money Market Fund 26-May-18
29 FA HDFC Dynamic PE Ratio Fund of Funds HDFC Dynamic PE Ratio Fund of Funds
02-Jun-18 30 FA HDFC Retirement Savings Fund HDFC Retirement Savings Fund
31 FA HDFC Cash Management Fund - Call Plan HDFC Overnight Fund
32
FA+M HDFC Medium Term Opportunities Fund
HDFC Corporate Bond Fund
09-May-18
M HDFC Floating Rate Income Fund - LTP
M HDFC Gilt Fund - STP
33 FA+M HDFC Corporate Debt Opportunities Fund
HDFC Credit Risk Debt Fund M HDFC Regular Savings Fund
34 FA+M HDFC Index Fund – SENSEX Plan
HDFC Index Fund-SENSEX Plan
26-May-18 M HDFC Index Fund – SENSEX Plus Plan
35 FA+M HDFC MF Monthly Income Plan - LTP
HDFC Hybrid Debt Fund M HDFC MF Monthly Income Plan - STP
36 FA+M HDFC Premier Multi-Cap Fund
HDFC Hybrid Equity Fund
02-Jun-18 M HDFC Balanced Fund
37 FA+M HDFC Growth Fund
HDFC Balanced Advantage Fund M HDFC Prudence Fund
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Back
Confidential to the Recipient 7
HSBC Mutual Fund
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
1 FA HSBC Equity Fund HSBC Large Cap Equity Fund
14-Mar-18
2 FA HSBC Mid Cap Equity Fund HSBC Small Cap Equity Fund
3 FA HSBC Ultra Short Term Bond Fund HSBC Low Duration Fund
4 FA HSBC Income Fund - Short Term Plan HSBC Short Duration Fund
5 FA HSBC Income Fund - Investment Plan HSBC Debt Fund
6 FA HSBC Monthly Income Plan HSBC Regular Savings Fund
7 FA HSBC Emerging Markets Fund HSBC Global Emerging Markets Fund
8 FA HSBC India Opportunities Fund HSBC Multi Cap Equity Fund
9 FA HSBC Dynamic Fund HSBC Dynamic Asset Allocation Fund
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Back
Confidential to the Recipient 8
ICICI Prudential Mutual Fund
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
1 FA + SNC ICICI Prudential Equity Income Fund ICICI Prudential Equity Savings Fund
28-May-2018
2 FA + SNC ICICI Prudential Dynamic Plan ICICI Prudential Multi-Asset Fund
3 FA + SNC ICICI Prudential Exports & Other Services Fund ICICI Prudential Exports and Services Fund
4 FA + SNC ICICI Prudential Top 100 Fund ICICI Prudential Large & Mid Cap Fund.
5 FA + SNC ICICI Prudential Indo Asia Equity Fund ICICI Prudential Smallcap Fund.
6 FA + SNC ICICI Prudential Select Large Cap Fund ICICI Prudential Focused Equity Fund
7 FA + SNC ICICI Prudential Focused Bluechip Equity Fund ICICI Prudential Bluechip Fund
8 FA + SNC ICICI Prudential Long Term Plan ICICI Prudential All Seasons Bond Fund
9 FA + SNC ICICI Prudential Income Opportunities Fund ICICI Prudential Bond Fund
10 FA + SNC ICICI Prudential Ultra Short Term Plan ICICI Prudential Corporate Bond Fund
11 FA + SNC ICICI Prudential Regular Savings Fund ICICI Prudential Credit Risk Fund
12 FA + SNC ICICI Prudential Savings Fund ICICI Prudential Floating Interest Fund
13 FA + SNC ICICI Prudential Liquid Plan ICICI Prudential Liquid Fund
14 FA + SNC ICICI Prudential Income Plan ICICI Prudential Long Term Bond Fund
15 FA + SNC ICICI Prudential Corporate Bond Fund ICICI Prudential Medium Term Bond Fund
16 FA + SNC ICICI Prudential Flexible Income Plan ICICI Prudential Savings Fund
17 FA + SNC ICICI Prudential Short Term Plan ICICI Prudential Short Term Fund
18 FA + SNC ICICI Prudential Regular Income Fund ICICI Prudential Ultra Short Term Fund
19 FA + SNC ICICI Prudential Advisor Series – Moderate Plan ICICI Prudential Advisor Series - Conservative Fund
20 FA + SNC ICICI Prudential Advisor Series – Dynamic Accrual Plan ICICI Prudential Advisor Series - Debt Management Fund
21 FA + SNC ICICI Prudential Advisor Series – Cautious Plan ICICI Prudential Advisor Series - Hybrid Fund
22 FA + SNC ICICI Prudential Advisor Series – Long Term Savings Plan ICICI Prudential Advisor Series - Passive Strategy Fund
23 FA + SNC ICICI Prudential Advisor Series – Very Aggressive Plan ICICI Prudential Advisor Series - Thematic Fund
24 FA ICICI Prudential FMCG Fund ICICI Prudential FMCG Fund
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Confidential to the Recipient 9
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
25 FA ICICI Prudential Banking & Financial Services Fund ICICI Prudential Banking & Financial Services Fund
28-May-2018
26 FA ICICI Prudential Dividend Yield Equity Fund ICICI Prudential Dividend Yield Equity Fund
27 FA ICICI Prudential Infrastructure Fund ICICI Prudential Infrastructure Fund
28 FA ICICI Prudential Midcap Fund ICICI Prudential Midcap Fund
29 FA ICICI Prudential Multicap Fund ICICI Prudential Multicap Fund
30 FA ICICI Prudential Technology Fund ICICI Prudential Technology Fund
31 FA ICICI Prudential US Bluechip Equity Fund ICICI Prudential US Bluechip Equity Fund
32 FA ICICI Prudential Value Discovery Fund ICICI Prudential Value Discovery Fund
33 FA ICICI Prudential Constant Maturity Gilt Fund ICICI Prudential Constant Maturity Gilt Fund
34 FA ICICI Prudential Nifty Index Fund ICICI Prudential Nifty Index Fund
35 FA ICICI Prudential Money Market Fund ICICI Prudential Money Market Fund 5-Jun-2018
36 SNC ICICI Prudential Sensex iWIN ETF ICICI Prudential Sensex ETF
8-Mar-2018
37 SNC ICICI Prudential Nifty iWIN ETF ICICI Prudential Nifty ETF
38 SNC ICICI Prudential Nifty 100 iWIN ETF ICICI Prudential Nifty 100 ETF
39 SNC ICICI Prudential NV20 iWIN ETF ICICI Prudential NV20 ETF
40 SNC ICICI Prudential Nifty low vol 30 iWIN ETF ICICI Prudential Nifty low vol 30 ETF
41 SNC ICICI Prudential Midcap Select iWIN ETF ICICI Prudential Midcap Select ETF
42 SNC ICICI Prudential Gold iWIN ETF ICICI Prudential Gold ETF
43 SNC ICICI Prudential Balanced Fund ICICI Prudential Equity & Debt Fund 30-Apr-2018
44 M+SNC ICICI Prudential Child Care Plan - Study Plan
Old scheme Name - ICICI Prudential Child Care Plan - Gift Plan
(*)/New scheme name - ICICI Prudential Child Care Fund (Gift
Plan)
28-May-2018
45 FA+M ICICI Prudential Dynamic Bond Fund ICICI Prudential Banking and PSU Debt Fund
46 FA+M+SNC ICICI Prudential Gilt Fund Investment Plan PF Option Old Scheme name - ICICI Prudential Long Term Gilt Fund / New
Scheme name - ICICI Prudential Gilt Fund 47 FA+M+SNC ICICI Prudential Gilt Fund Treasury Plan PF Option
48 FA+M+SNC ICICI Prudential Short Term Gilt Fund
49 FA+M+SNC ICICI Prudential MIP Old Scheme Name - ICICI Prudential MIP - 25 / New Scheme
Name - ICICI Prudential Regular Savings Fund
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier)) FA = Change in Fundamental Attributes M = Merger SNC = Scheme Name Change
Back
Confidential to the Recipient 10
IDFC Mutual Fund
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
1 FA IDFC Nifty Fund IDFC Nifty Fund 14-May-18
2 FA IDFC Dynamic Bond Fund IDFC Dynamic Bond Fund 30-Apr-18
3 FA IDFC Corporate Bond Fund IDFC Corporate Bond Fund
28-May-18
4 FA IDFC Banking & PSU Debt Fund IDFC Banking & PSU Debt Fund
5 FA IDFC Cash Fund IDFC Cash Fund
6 FA IDFC Asset Allocation Fund of Fund IDFC Asset Allocation Fund of Fund
7 FA IDFC All Seasons Bond Fund IDFC All Seasons Bond Fund
8 SNC IDFC Credit Opportunities Fund IDFC Credit Risk Fund 14-May-18
9 SNC IDFC Equity Fund IDFC Large Cap Fund
10 SNC IDFC Arbitrage Plus Fund IDFC Equity Savings Fund
30-Apr-18 11 SNC IDFC Balanced Fund IDFC Hybrid Eq Fund
12 SNC IDFC Super Saver Income Fund - Medium Term Plan IDFC Bond Fund - Medium Term Plan
13 SNC IDFC Super Saver Income Fund - Investment Plan IDFC Bond Fund - Long Term Plan
14 SNC IDFC Sterling Equity Fund IDFC Sterling Value Fund
28-May-18
15 SNC IDFC Monthly Income Plan IDFC Regular Savings Fund
16 SNC IDFC Classic Equity Fund IDFC Core Equity Fund
17 SNC IDFC Government Securities Fund - Short Term Plan IDFC Government Securities Fund - Constant Maturity Plan
18 SNC IDFC Ultra Short Term Fund IDFC Low Duration Fund
19 SNC IDFC Money Manager Fund - Treasury Plan (“MMF-TP”) IDFC Money Manager Fund 04-Jun-18
20 SNC IDFC Premier Equity Fund IDFC Multi Cap Fund 02-May-18
21 M + SNC IDFC Super Saver Income Fund - Short Term Plan IDFC Bond Fund - Short Term Plan 14-May-18
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Back
Confidential to the Recipient 11
IIFL Mutual Fund
Details will be updated shortly.
Back
Confidential to the Recipient 12
Kotak Mutual Fund
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
1 SNC Kotak Opportunities Kotak Equity Opportunities Fund
01-Jun-18
2 SNC Kotak Mahindra Bond Unit Scheme 99 Kotak Bond
3 SNC Kotak Flexi Debt Scheme Kotak Dynamic Bond Fund
4 SNC Kotak Floater Short Term Scheme Kotak Money Market Scheme
5 SNC Kotak Income Opportunities Fund Kotak Credit Risk Fund
6 SNC Kotak Treasury Advantage Fund Kotak Savings Fund
7 SNC Kotak Classic Equity Kotak India EQ Contra Fund
8 SNC Kotak Mahindra 50 Unit Scheme Kotak Bluechip Fund
25-May-18
9 SNC Kotak Balance Kotak Equity Hybrid
10 SNC Kotak Select Focus Fund Kotak Standard Multicap Fund
11 SNC Kotak Midcap Scheme Kotak Small Cap Fund
12 SNC Kotak Monthly Income Plan Kotak Debt Hybrid
13 FA Kotak Banking and PSU Debt Fund Kotak Banking and PSU Debt Fund
01-Jun-18
14 FA Kotak Bond Short Term Plan Kotak Bond Short Term Plan
15 FA Kotak Corporate Bond Fund Kotak Corporate Bond Fund
16 FA Kotak Low Duration Fund Kotak Low Duration Fund
17 FA Kotak Medium Term Fund Kotak Medium Term Fund
18 FA Kotak Mahindra Gilt Unit Scheme 98 – Invest Plan Kotak Mahindra Gilt Unit Scheme 98 – Invest Plan
19 FA Kotak Asset Allocator Fund Kotak Asset Allocator Fund
20 FA Kotak Infrastructure & Economic Reform Fund Kotak Infrastructure & Economic Reform Fund
25-May-18
21 FA Kotak Emerging Equity Scheme Kotak Emerging Equity Scheme
22 FA Kotak Equity Savings Fund Kotak Equity Savings Fund
23 FA Kotak Tax Saver Kotak Tax Saver
24 FA Kotak Equity Arbitrage Scheme Kotak Equity Arbitrage Scheme
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Confidential to the Recipient 13
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
25 FA Kotak Gold Fund Kotak Gold Fund
25-May-18
26 FA Kotak Mahindra Liquid Scheme Kotak Mahindra Liquid Scheme
27 FA KOTAK SENSEX ETF KOTAK SENSEX ETF
28 FA Kotak NV 20 ETF Kotak NV 20 ETF
29 FA KOTAK NIFTY ETF KOTAK NIFTY ETF
30 FA Kotak Banking ETF Kotak Banking ETF
31 FA Kotak World Gold Fund Kotak World Gold Fund
32 FA Kotak Global Emerging Market Fund Kotak Global Emerging Market Fund
33 FA KOTAK PSU Bank ETF KOTAK PSU Bank ETF
34 FA Kotak US Equity Fund Kotak US Equity Fund
35 FA Kotak Gold ETF Kotak Gold ETF
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Back
Confidential to the Recipient 14
L&T Mutual Fund
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
1 FA L&T Liquid Fund L&T Liquid Fund
14-May-18
2 FA L&T Cash Fund L&T Cash Fund
3 FA L&T Flexi Bond Fund L&T Flexi Bond Fund
4 FA+SNC L&T Floating Rate Fund L&T Money Market Fund
5 FA L&T Gilt Fund L&T Gilt Fund
6 FA+SNC L&T Income Opportunities Fund L&T Credit Risk Fund
7 FA L&T Banking & PSU Debt Fund L&T Banking & PSU Debt Fund
8 FA+SNC L&T Short Term Income Fund L&T Low Duration Fund
9 FA+SNC L&T Short Term Opportunities Fund L&T Short Term Bond Fund
10 FA L&T Triple Ace Bond Fund L&T Triple Ace Bond Fund
11 FA L&T Ultra Short Term Fund L&T Ultra Short Term Fund
12 FA+SNC L&T Resurgent India Corporate Bond Fund L&T Resurgent India Bond Fund
13 FA+SNC L&T Monthly Income Plan L&T Conservative Hybrid Fund
14 FA L&T Equity Savings Fund L&T Equity Savings Fund
15 SNC L&T Dynamic Equity Fund L&T Dynamic Equity Fund
16 SNC L&T Arbitrage Opportunities Fund L&T Arbitrage Opportunities Fund
17 SNC L&T India Prudence Fund L&T Hybrid Equity Fund
18 FA L&T India Large Cap Fund L&T India Large Cap Fund
19 FA+SNC L&T India Special Situations Fund L&T Large and MidCap Fund
20 FA L&T Midcap Fund L&T Midcap Fund
21 FA L&T Emerging Businesses Fund L&T Emerging Businesses Fund
22 FA L&T Infrastructure Fund L&T Infrastructure Fund
23 FA L&T Business Cycles Fund L&T Business Cycles Fund
24 SNC L&T Equity Fund L&T Equity Fund
25 SNC L&T India Value Fund L&T India Value Fund
26 SNC L&T Tax Advantage Fund L&T Tax Advantage Fund
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Back
Confidential to the Recipient 15
Mahindra Mutual Fund
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
1 FA Mahindra Dhan Sanchay Yojana Mahindra Dhan Sanchay Equity Savings Yojana 30-Jan-18
2 FA Mahindra Alp-Samay Bachat Yojana Mahindra Low Duration Bachat Yojana
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Back
Confidential to the Recipient 16
PPFAS Mutual Fund
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
1 FA Parag Parikh Long Term Value Fund - Direct Plan Parag Parikh Long Term Equity Fund - Direct Plan 16-Feb-18
2 FA Parag Parikh Long Term Value Fund - Regular Plan Parag Parikh Long Term Equity Fund - Regular Plan
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Back
Confidential to the Recipient 17
SBI Mutual Fund
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
1 FA SBI Treasury Advantage Fund SBI Banking & PSU Debt Fund
17-May-18
2 FA SBI FMCG Fund SBI Consumption Opportunities Fund
3 FA SBI Corporate Bond Fund SBI Credit Risk Fund
4 FA SBI Magnum Monthly Income Plan SBI Debt Hybrid Fund
5 FA SBI Magnum Balanced Fund SBI Magnum Balanced Fund SBI Equity Hybrid Fund
6 FA SBI Emerging Businesses Fund SBI Focused Equity Fund
7 FA SBI Pharma Fund SBI Healthcare Opportunities Fund
8 FA SBI Magnum Multiplier Fund SBI Large & Midcap Fund
9 FA SBI Premier Liquid Fund SBI Liquid FundSBI Liquid Fund
10 FA SBI Magnum Gilt Fund - Short Term Plan SBI Magnum Constant Maturity Fund
11 FA SBI Magnum Equity Fund SBI Magnum Equity ESG Fund
12 FA SBI Magnum Gilt Fund - Long Term Plan SBI Magnum Gilt Fund
13 FA SBI Ultra Short Term Debt Fund SBI Magnum Low Duration Fund
14 FA SBI Regular Savings Fund SBI Magnum Medium Duration Fund
15 FA SBI Magnum InstaCash Fund SBI Magnum Ultra Short Duration Fund
16 FA SBI Magnum Monthly Income Plan Floater SBI Multi Asset Allocation Fund
17 FA SBI Magnum InstaCash Fund - Liquid Floater Plan SBI Overnight Fund
18 FA SBI Small & Midcap Fund SBI Small Cap Fund
19 FA SBI IT Fund SBI Technology Opportunities Fund
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Back
Confidential to the Recipient 18
Shriram Mutual Fund
Details will be updated shortly.
Back
Confidential to the Recipient 19
Tata Mutual Fund
Change in Scheme Names/Scheme Mergers Sr. No. Change Type Old Scheme Name New Scheme Name Effective Date
1 FA Tata Regular Saving Equity Fund Tata Equity Savings Fund
03-May-18
2 FA Tata Mid Cap Growth Fund Tata Mid Cap Growth Fund
3 FA Tata Balanced Fund Tata Hybrid Equity Fund
4 FA Tata Infrastructure Fund Tata Infrastructure Fund
5 FA Tata Large Cap Fund Tata Large Cap Fund
6 FA Tata Ethical Fund Tata Ethical Fund
7 FA Tata Young Citizens Fund Tata Young Citizens Fund
8 FA Tata Long Term Debt Fund Tata Income Fund
9 FA Tata Medium Term Fund Tata Medium Term Fund
10 FA Tata Corporate Bond Fund Tata Corporate Bond Fund
11 FA Tata Short Term Bond Fund Tata Short Term Bond Fund
12 FA Tata Ultra Short Term Fund Tata Treasury Advantage Fund
13 FA Tata Liquid Fund Tata Money Market Fund 16-May-18
14 FA Tata Money Market Fund Tata Liquid Fund
15 FA + M Tata Dividend Yield Fund Tata Equity Opportunities Fund
01-Jun-18 16 FA Tata Equity Opportunities Fund Tata Large & Mid Cap Fund
17 FA + M Tata Gilt Mid Term Fund Tata Gilt Securities Fund
18 FA Tata Gilt Securities Fund Tata Gilt Securities Fund
19 FA + M Tata Dividend Yield Fund Tata Equity Opportunities Fund 01-Jun-18
20 FA + M Tata Gilt Mid Term Fund Tata Gilt Securities Fund
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
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Confidential to the Recipient 20
Union Mutual Fund
Change in Scheme Names/Scheme Mergers Sr.
No. Change Type Old Scheme Name New Scheme Name Effective Date
1 FA Union Asset Allocation Fund - Moderate Plan Dividend Payout Union Asset Allocation Fund Dividend Payout
01-Mar-18
2 FA Union Asset Allocation Fund - Moderate Plan Dividend Reinvestment Union Asset Allocation Fund Dividend Reinvestment
3 FA Union Asset Allocation Fund - Moderate Plan Growth Union Asset Allocation Fund Growth
4 FA Union Asset Allocation Fund - Moderate Plan Growth-Direct Plan Union Asset Allocation Fund Growth-Direct Plan
5 FA
Union Asset Allocation Fund - Moderate Plan Dividend Payout-Direct
Plan
Union Asset Allocation Fund Dividend Payout-Direct Plan
6 FA
Union Asset Allocation Fund - Moderate Plan Dividend Reinvestment-
Direct Plan
Union Asset Allocation Fund Dividend Reinvestment-Direct Plan
7 FA Union Focussed Largecap Fund Regular Growth Union Largecap Fund Regular Growth
8 FA Union Focussed Largecap Fund Direct Plan-Growth Union Largecap Fund Direct Plan-Growth
9 FA Union Focussed Largecap Fund Regular Plan Dividend Payout Union Largecap Fund Regular Plan Dividend Payout
10 FA Union Focussed Largecap Fund Direct Plan-Dividend Payout Union Largecap Fund Direct Plan-Dividend Payout
11 FA Union Focussed Largecap Fund Regular Plan Dividend Reinvestment Union Largecap Fund Regular Plan Dividend Reinvestment
12 FA Union Focussed Largecap Fund Direct Plan-Dividend Reinvestment Union Largecap Fund Direct Plan-Dividend Reinvestment
13 FA Union Focussed Largecap Fund Regular Plan Dividend Sweep Union Largecap Fund Regular Plan Dividend Sweep
14 FA Union Focussed Largecap Fund Direct Plan- Dividend Sweep Union Largecap Fund Direct Plan- Dividend Sweep
15 FA Union Small Cap Fund Regular Plan - Growth Union Small Cap Fund Regular Plan - Growth
16 FA Union Small Cap Fund Direct Plan-Growth Union Small Cap Fund Direct Plan-Growth
17 FA Union Small Cap Fund Regular Plan-Dividend Payout Union Small Cap Fund Regular Plan-Dividend Payout
18 FA Union Small Cap Fund Direct Plan-Dividend Payout Union Small Cap Fund Direct Plan-Dividend Payout
19 FA Union Small Cap Fund Regular Plan-Dividend Reinvestment Union Small Cap Fund Regular Plan-Dividend Reinvestment
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
Confidential to the Recipient 21
Change in Scheme Names/Scheme Mergers Sr.
No. Change Type Old Scheme Name New Scheme Name Effective Date
20 FA Union Small Cap Fund Direct Plan-Dividend Reinvestment Union Small Cap Fund Direct Plan-Dividend Reinvestment
01-Mar-18
21 FA Union Ultra Short Term Fund - Daily Dividend Option Union Short Term Fund - Daily Dividend Reinvestment
22 FA Union Ultra Short Term Fund - Fortnightly Dividend Option Union Short Term Fund - Fortnightly Dividend Payout
23 FA Union Ultra Short Term Fund - Fortnightly Dividend Option Union Short Term Fund - Fortnightly Dividend Reinvestment
24 FA Union Ultra Short Term Fund - Monthly Dividend Option Union Short Term Fund - Monthly Dividend Payout
25 FA Union Ultra Short Term Fund - Monthly Dividend Option Union Short Term Fund - Monthly Dividend Reinvestment
26 FA
Union Ultra Short Term Fund - Direct Plan - Daily Dividend Option Union Short Term Fund - Daily Dividend Reinvestment-Direct
Plan
27 FA Union Ultra Short Term Fund - Weekly Dividend Option Union Short Term Fund - Weekly Dividend Reinvestment
28 FA
Union Ultra Short Term Fund - Direct Plan - Fortnightly Dividend
Option
Union Short Term Fund - Fortnightly Dividend Payout -Direct
Plan
29 FA
Union Ultra Short Term Fund - Direct Plan - Fortnightly Dividend
Option
Union Short Term Fund - Fortnightly Dividend Reinvestment-
Direct Plan
30 FA Union Ultra Short Term Fund - Growth Option Union Short Term Fund - Growth
31 FA Union Ultra Short Term Fund - Direct Plan - Growth Option Union Short Term Fund - Growth-Direct Plan
32 FA Union Ultra Short Term Fund - Direct Plan - Monthly Dividend Option Union Short Term Fund - Monthly Dividend Payout-Direct Plan
33 FA
Union Ultra Short Term Fund - Direct Plan - Monthly Dividend Option Union Short Term Fund - Monthly Dividend Reinvestment-Direct
Plan
34 FA
Union Ultra Short Term Fund - Direct Plan - Weekly Dividend Option Union Short Term Fund - Weekly Dividend Reinvestment-Direct
Plan
*(An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier))
FA = Change in Fundamental Attributes
M = Merger
SNC = Scheme Name Change
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