How-to ETF conversion rebalancing

How to convert ETF holdings to index fund (or vice versa)

From WebNotes, a public knowledge base. Last updated . Reading time ~3 min.

ETF to index fund conversion requires sale + buy (no direct switch). Plan around capital gain implications.

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Market-risk disclaimer. Mutual fund investments are subject to market risks. Past performance is not indicative of future returns.

Step-by-step procedure

See the procedure infobox above for the five steps.

See also

External references

References

  1. SEBI (Mutual Funds) Regulations, 1996.
  2. Income Tax Act, 1961, Sections 111A, 112A.
  3. AMFI Best Practice Guidelines.

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