MFIC › Disclosure changes
Mutual fund TER, riskometer and fund manager changes
Regular plans · changes since 26 Jun 2026 as disclosed via AMFI · list updated 24 Oct 2026.
TER reductions
1,284
TER increases
1,210
Announced for later dates
0
Riskometer changes
32
Fund manager changes
12
Largest TER reductions
| Scheme | TER | pp |
|---|---|---|
| UTI Nifty 500 Index Fund Index Fund | 45.31% → 2.56% 1 Oct 2026 | −42.75 |
| UTI Nifty 500 Index Fund Index Fund | 45.31% → 2.56% 1 Oct 2026 | −42.75 |
| Axis Nifty Energy Index Fund Index Fund | 10.21% → 2.61% 1 Oct 2026 | −7.60 |
| Edelweiss Nifty REITs & Realty Index Fund Index Fund | 8.89% → 2.77% 1 Oct 2026 | −6.12 |
| WhiteOak Capital Dividend Yield Fund Dividend Yield | 9.86% → 3.82% 1 Oct 2026 | −6.04 |
| Bandhan Contra Fund Contra | 7.19% → 3.94% 1 Oct 2026 | −3.25 |
| Kotak Nifty Bank Index Fund Index Fund | 4.91% → 1.79% 1 Oct 2026 | −3.11 |
| SBI Balanced Hybrid Fund Balanced Hybrid | 4.70% → 2.61% 1 Oct 2026 | −2.09 |
| Baroda BNP Paribas Services Fund Sectoral/Thematic | 4.52% → 3.58% 1 Oct 2026 | −0.94 |
| Abakkus Large & Mid Cap Fund Large & Mid Cap | 4.70% → 3.77% 1 Oct 2026 | −0.93 |
Largest TER increases
| Scheme | TER | pp |
|---|---|---|
| Mirae Asset BSE Information Technology Index Fund Index Fund | 1.06% → 8.81% 1 Oct 2026 | +7.75 |
| HDFC BSE REITS and Commercial Real Estate Index Fund Index Fund | 0.98% → 6.08% 1 Oct 2026 | +5.10 |
| UTI BSE India Sector Leaders Index Fund Index Fund | 1.06% → 6.07% 1 Oct 2026 | +5.01 |
| Shriram Gold ETF Passive FOF Domestic FoF | 0.68% → 5.52% 1 Oct 2026 | +4.84 |
| The Wealth Company Multi Cap Fund Multi Cap | 2.47% → 6.87% 1 Oct 2026 | +4.40 |
| Navi Nifty Reits & Realty Index fund Index Fund | 1.06% → 5.19% 2 Oct 2026 | +4.13 |
| Quantum Flexi Cap Fund Flexi Cap | 2.36% → 5.20% 1 Oct 2026 | +2.84 |
| ICICI Prudential Life Cycle Fund 2031 Life Cycle | 2.15% → 4.87% 1 Oct 2026 | +2.72 |
| ICICI Prudential Life Cycle Fund 2031 Life Cycle | 2.15% → 4.87% 1 Oct 2026 | +2.72 |
| Invesco India Pharma and Healthcare Fund Sectoral/Thematic | 2.47% → 5.19% 1 Oct 2026 | +2.72 |
Riskometer changes
| Scheme | Before | After | Report date |
|---|---|---|---|
| ALPHAGREP LIQUID OMNI FOF Domestic FoF | Moderate | Low to Moderate lower | 16 Oct 2026 |
| AlphaGrep Multi Asset Allocation Fund Multi Asset Allocation | Very High | High lower | 16 Oct 2026 |
| BANK OF INDIA CREDIT RISK FUND Credit Risk | Moderate | Moderately High higher | 14 Oct 2026 |
| BANK OF INDIA VALUE FUND Value | Very High | Low to Moderate lower | 14 Oct 2026 |
| DSP Floating Interest Rates Fund Floater | Low to Moderate | Moderate higher | 13 Oct 2026 |
| DSP Ultra Short Term Fund Ultra Short Duration | Moderate | Low to Moderate lower | 13 Oct 2026 |
| HSBC Equity Savings Fund Equity Savings | Moderately High | Moderate lower | 13 Oct 2026 |
| HSBC Income Plus Arbitrage Active FOF (erstwhile HSBC Managed Solution India - Conservative Plan) Domestic FoF | Moderate | Low to Moderate lower | 13 Oct 2026 |
| HSBC Short Term Fund Short Duration | Moderate | Low to Moderate lower | 13 Oct 2026 |
| HSBC Short Term Fund Short Duration | Moderate | Low to Moderate lower | 13 Oct 2026 |
| HSBC Short Term Fund Short Duration | Moderate | Low to Moderate lower | 13 Oct 2026 |
| PGIM India Aggressive Hybrid Equity Fund Aggressive Hybrid | High | Very High higher | 13 Oct 2026 |
| PGIM India Balanced Advantage Fund Balanced Advantage | High | Very High higher | 13 Oct 2026 |
| PGIM India Corporate Bond Fund Corporate Bond | Low to Moderate | Moderate higher | 13 Oct 2026 |
| Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) Banking & PSU | Moderate | Low to Moderate lower | 13 Oct 2026 |
| Sundaram Money Market Fund Money Market | Moderate | Low to Moderate lower | 13 Oct 2026 |
| Sundaram Overnight Fund Overnight | Low to Moderate | Low lower | 13 Oct 2026 |
| Bajaj Finserv Gilt Fund Gilt | Moderately High | Low to Moderate lower | 8 Oct 2026 |
| ITI Dynamic Term Fund Dynamic Bond | Moderate | Low to Moderate lower | 8 Oct 2026 |
| ITI Multi Asset Allocation Fund Multi Asset Allocation | Low | High higher | 8 Oct 2026 |
| Shriram Gold ETF Passive FOF Domestic FoF | Very High | High lower | 8 Oct 2026 |
| Tata Liquid Fund Liquid | Low to Moderate | Moderate higher | 7 Oct 2026 |
| UTI - Overnight Fund Overnight | Low to Moderate | Low lower | 7 Oct 2026 |
| UTI Balanced Hybrid Fund Balanced Hybrid | High | Moderately High lower | 7 Oct 2026 |
| UTI Balanced Hybrid Fund Balanced Hybrid | High | Moderately High lower | 7 Oct 2026 |
Source: AMFI Fund Performance (scheme riskometer). The riskometer is a SEBI label of potential risk, not a forecast. All 32 riskometer changes →
Fund manager changes
| Scheme | Change | Date |
|---|---|---|
| HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund Debt Index Fund | Managing from this date: Nandita Menezes | 23 Oct 2026 |
| HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund Debt Index Fund | Managing from this date: Arun Agarwal | 23 Oct 2026 |
| HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund Debt Index Fund | Managing from this date: Sankalp Baid | 23 Oct 2026 |
| Aditya Birla Sun Life BSE Total Market Index Fund Index Fund | Managing from this date: Mehul Dama | 22 Oct 2026 |
| Aditya Birla Sun Life BSE Total Market Index Fund Index Fund | Managing from this date: Priya Sridhar | 22 Oct 2026 |
| Aditya Birla Sun Life Financial Services Sectoral Debt Fund Debt Sectoral | Managing from this date: Harshil Suvarnkar | 15 Oct 2026 |
| Aditya Birla Sun Life Financial Services Sectoral Debt Fund Debt Sectoral | Managing from this date: Kaustubh Gupta | 15 Oct 2026 |
| Aditya Birla Sun Life Financial Services Sectoral Debt Fund Debt Sectoral | Managing from this date: Anuj Jain | 15 Oct 2026 |
| Kotak Nifty Capital Markets Index Fund Index Fund | Managing from this date: Satish Dondapati | 5 Oct 2026 |
| Kotak Nifty Capital Markets Index Fund Index Fund | Managing from this date: Jeetu Valechha Sonar | 5 Oct 2026 |
| Kotak Nifty Capital Markets Index Fund Index Fund | Managing from this date: amp | 5 Oct 2026 |
| Kotak Nifty Capital Markets Index Fund Index Fund | Managing from this date: Abhishek Bisen | 5 Oct 2026 |
Source: Scheme Summary Documents published via AMFI. All fund managers →
Questions
- Why does a mutual fund's TER change?
- SEBI sets maximum TER limits that fall as a scheme's assets grow, so fund houses revise TER as AUM crosses slabs, and may also change it within the limit. Fund houses must notify investors before an increase in TER. MFIC reads the daily TER disclosed on AMFI's website.
- Does a change in TER affect my returns?
- TER is deducted from the scheme's assets every day, so the NAV and the returns shown are already after TER. A lower TER leaves more of the portfolio's return with investors; it is one factor among several, alongside the scheme's mandate, risk and consistency.
- What does a riskometer change mean?
- The riskometer is a SEBI label of a scheme's potential risk, from Low to Very High, reviewed monthly from its portfolio. A change reflects what the scheme holds; it is not a forecast of returns.
- Where do the fund manager changes come from?
- From each scheme's Summary Document published via AMFI: the "managing since" date of each listed manager, and changes MFIC sees in the listed names between two monthly reads. The fund house's addenda are the official notice.
Data & disclosure. Facts as disclosed by fund houses via AMFI, collected by MFIC; a change listed here is not a view on any scheme. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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