Sebi extends rebalancing timeline rule to all passive MF breaches - Business Fast

SEBI Circular - Timelines for rebalancing of portfolios of mutual fund schemes in cases of all passive breaches - Mehta & Mehta

SEBI vide its circular dated 26th June, 2025, has clarified that the timelines for portfolio rebalancing in case of passive breaches, as prescribed under paragraph 2.9 of the Master Circular for Mutual Funds, shall now apply to all types of passive breaches, including those related to issuer, group, and sectoral limits in actively managed mutual fund schemes. This move aims to ensure consistent regulatory treatment of passive breaches—arising fr…

Sebi extends rebalancing timeline rule to all passive MF breaches - Business Fast

Market regulator Sebi on Thursday said that timelines for portfolio rebalancing in mutual fund schemes will now be applicable to all types of passive breaches across actively managed schemes, which was earlier limited to only asset allocation.A passive breach refers to unintended deviations from the mandated asset allocation or regulatory limits that do not arise