MF schemes merger: Stay invested if new fund fits your goal, risk appetite
Last Update Date: 06-10-2026
Published by Business Standard
Abhishek Kumar's role: Quoted
Abhishek Kumar said the quant scheme was small and had lagged its category, so the fund house likely wanted to cut costs. He explained that a merger helps investors if it lowers expense ratios, and suggested that anyone exiting do so in the load-free window.
More of Abhishek's views on mutual funds
The article discusses a fund house's decision to merge a small quant fund into its flexi cap fund, and why mutual fund schemes are merged in general. It covers effects on costs and strategy, the exit-load-free window for unitholders, and capital gains tax rules for investors who exit or stay invested.
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MF schemes merger: Stay invested if new fund fits your goal, risk appetite