FUND MERGERS AND TAKEOVERS

abhishreshthaa

New member
Fund Mergers and Scheme takeovers

  • Sponsor gets taken over or merges with another equity

  • AMC gets taken over by another sponsor

  • AMC merges with another AMC

  • Trustees decide to change AMC

  • Schemes are taken over by another AMC

  • Schemes get merged with other schemes

  • Of the same mutual fund

  • Another mutual fund

Sponsor goes through merger

  • ITC

  • Jardine Fleming

  • Merger of two AMC’s (HB & Taurus)

  • Approval of high court

  • Consent of unit holders

  • Take over by new sponsor

  • SEBI Permission & notice

  • Exit route to investors

  • Amendment in key documents

  • Scheme takeover

  • SEBI Permission and notice

  • Exit route to investors
  • Amendment in key documents
 
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