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

Discover why SEBI has mandated mutual fund scheme name changes in India since April 2025. Get a full list of updated names and the rationale behind them.
Tushar··Updated Sep 28, 2025·about 5 minutes
Mutual FundsinvestmentFinancial PlanningFinancial Planning

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.

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

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)

Fund HouseOld Scheme NameNew Scheme NameEffective DateMerger/Acquisition Note
Sundaram Mutual FundSundaram Global Brand FundSundaram Global Brand Theme – Equity Active FoFApril 30, 2025N/A
ICICI Prudential MFICICI Prudential Income Optimizer Fund (FOF)ICICI Prudential Income plus Arbitrage Active FOFApril 7, 2025N/A
PGIM India Mutual FundPGIM India Midcap Opportunities FundPGIM India Midcap FundJune 16, 2025N/A
PGIM India Hybrid Equity FundPGIM India Aggressive Hybrid Equity FundJune 16, 2025N/A
PGIM India Emerging Markets Equity FundPGIM India Emerging Markets Equity Fund of FundJune 16, 2025N/A
PGIM India Global Equity Opportunities FundPGIM India Global Equity Opportunities Fund of FundJune 16, 2025N/A
ICICI Prudential MFICICI Prudential Bluechip FundICICI Prudential Large Cap FundJune 16, 2025N/A
ICICI Prudential Value Discovery FundICICI Prudential Value FundJune 16, 2025N/A
HDFC Mutual FundHDFC Mid-Cap Opportunities FundHDFC Mid Cap FundJune 16, 2025N/A
HDFC Focused 30 FundHDFC Focused FundJune 16, 2025N/A
Nippon India MFNippon India Focused Equity FundNippon India Focused FundJune 30, 2025N/A
Nippon India Growth FundNippon India Growth Mid Cap FundJune 30, 2025N/A
Nippon India Vision FundNippon India Vision Large & Mid Cap FundJune 30, 2025N/A
Nippon India Equity Hybrid FundNippon India Aggressive Hybrid FundJune 30, 2025N/A
Nippon India Hybrid Bond FundNippon India Conservative Hybrid FundJune 30, 2025N/A
Nippon India Banking & PSU Debt FundNippon India Banking and PSU FundJune 30, 2025N/A
Nippon India Floating Rate FundNippon India Floater FundJune 30, 2025N/A
Nippon India Gilt Securities FundNippon India Gilt FundJune 30, 2025N/A
Nippon India Income FundNippon India Medium to Long Duration FundJune 30, 2025N/A
Nippon India Nivesh Lakshya FundNippon India Nivesh Lakshya Long Duration FundJune 30, 2025N/A
Nippon India Short Term FundNippon India Short Duration FundJune 30, 2025N/A
SBI Mutual FundSBI Long Term Equity FundSBI ELSS Tax Saver FundJune 30, 2025N/A
SBI Focused Equity FundSBI Focused FundJune 30, 2025N/A
SBI BlueChip FundSBI Large Cap FundJune 30, 2025N/A
SBI Magnum Midcap FundSBI Midcap FundJune 30, 2025N/A
Franklin Templeton MFTempleton India Equity Income FundFranklin India Dividend Yield FundJuly 11, 2025N/A
Franklin India Smaller Companies FundFranklin India Small Cap FundJuly 11, 2025N/A
Franklin India Prima FundFranklin India Mid Cap FundJuly 11, 2025N/A
Franklin India Pension PlanFranklin India Retirement FundJuly 11, 2025N/A
Franklin India Hybrid Equity FundFranklin India Aggressive Hybrid FundJuly 11, 2025N/A
Franklin India Equity Advantage FundFranklin India Large & Mid Cap FundJuly 11, 2025N/A
Franklin India Debt Hybrid FundFranklin India Conservative Hybrid FundJuly 11, 2025N/A
Franklin India Bluechip FundFranklin India Large Cap FundJuly 11, 2025N/A
Bandhan Mutual FundBandhan Core Equity FundBandhan Large & Mid Cap FundJune 13, 2025N/A
Bandhan Sterling Value FundBandhan Value FundJune 13, 2025N/A
Bandhan Focused Equity FundBandhan Focused FundJune 13, 2025N/A
Aditya Birla Sun Life MFAditya Birla Sun Life Frontline Equity FundAditya Birla Sun Life Large Cap FundJune 27, 2025N/A
Aditya Birla Sun Life Equity Advantage FundAditya Birla Sun Life Large & Mid Cap FundJune 27, 2025N/A
Aditya Birla Sun Life Pure Value FundAditya Birla Sun Life Value FundJune 27, 2025N/A
Aditya Birla Sun Life India GenNext FundAditya Birla Sun Life Consumption FundJune 27, 2025N/A
Quant Mutual FundQuant Absolute FundQuant Aggressive Hybrid FundJune 30, 2025N/A
Quant Active FundQuant Multi Cap FundJune 30, 2025N/A
Quant Multi Asset FundQuant Multi Asset Allocation FundJune 30, 2025N/A
Quant ESG Equity FundQuant ESG Integration Strategy FundJune 30, 2025N/A
Kotak Mahindra MFKotak Bluechip FundKotak Large Cap FundJune 28, 2025N/A
Kotak Equity Opportunities FundKotak Large & Midcap FundJune 28, 2025N/A
Kotak India EQ Contra FundKotak Contra FundJune 28, 2025N/A
Kotak Emerging Equity FundKotak Midcap FundJune 28, 2025N/A
Kotak Focused Equity FundKotak Focused FundJune 28, 2025N/A
Kotak Equity Arbitrage FundKotak Arbitrage FundJune 28, 2025N/A
Kotak Equity Hybrid FundKotak Aggressive Hybrid FundJune 28, 2025N/A
Canara Robeco MFCanara Robeco Focused Equity FundCanara Robeco Focused FundJune 20, 2025N/A
Canara Robeco Emerging EquitiesCanara Robeco Large and Mid Cap FundJune 20, 2025N/A
Canara Robeco Bluechip Equity FundCanara Robeco Large Cap FundJune 20, 2025N/A
SBI Mutual FundSBI International Access - US Equity FOFSBI US SpecificMay 5, 2025Name/type changed, not merger

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.

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Tushar
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