印度全面改革共同基金规则,设立40个类别,禁止误导姓名,并提高透明度。 India overhauls mutual fund rules, creating 40 categories, banning misleading names, and boosting transparency.

印度证券监管机构SEBI自2026年2月26日起对共同基金规则进行了修订,引入了40个基金类别,包括生命周期、反债务基金和部门债务基金,同时禁止误导基金名称,并停止采用儿童基金和退休基金等面向解决方案的计划。 India’s securities regulator SEBI has overhauled mutual fund rules effective February 26, 2026, introducing 40 fund categories, including life cycle, contra, and sectoral debt funds, while banning misleading fund names and discontinuing solution-oriented schemes like children’s and retirement funds. 新的规则将类似基金之间的投资组合重叠限制在50%,要求每月公开披露重叠情况,并规定严格的资产分配,包括某些基金的80%最低股本。 New rules limit portfolio overlap between similar funds to 50%, require monthly public disclosures of overlap, and mandate strict asset allocation, including 80% equity minimums for certain funds. 资产管理人员有六个月的时间遵守,有些规则分三年执行。 Asset managers have six months to comply, with some rules phased over three years. 改革的目的是提高透明度,减少重复,确保资金能够兑现其承诺。 The reforms aim to improve transparency, reduce duplication, and ensure funds deliver on their stated promises.