https://v2.webnotes.in/tags/scheme-reorganisation-merger-conversion/Recent content in Scheme-Reorganisation-Merger-Conversion on WebNotesHugoen-INTue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/scheme-reorganisation-merger-conversion/Tue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/scheme-reorganisation-merger-conversion/<p><strong>Scheme reorganisation, merger, and conversion</strong> are SEBI-regulated processes by which AMCs can combine schemes, change scheme categorisation, or restructure underlying portfolios. Per <a href="https://v2.webnotes.in/scheme-merger-conversion-rules/">scheme merger and conversion rules</a> , these processes require SEBI approval, 75%-unitholder consent threshold, and 30-day notification window.</p> <h2 id="common-reorganisation-types">Common reorganisation types</h2> <h3 id="scheme-merger">Scheme merger</h3> <ul> <li>Two existing schemes consolidate into one.</li> <li>Common in post-categorisation cleanup and acquisition integration.</li> </ul> <h3 id="scheme-conversion">Scheme conversion</h3> <ul> <li>Single scheme changes its SEBI category.</li> <li>Common during the <a href="https://v2.webnotes.in/sebi-mf-categorisation-october-2017/">October 2017 categorisation</a> implementation.</li> </ul> <h3 id="scheme-wind-up">Scheme wind-up</h3> <ul> <li>Less common; scheme operations cease.</li> <li>Notable historical case: <a href="https://v2.webnotes.in/franklin-templeton-april-2020-wind-up/">Franklin Templeton April 2020 wind-up</a> .</li> </ul> <h2 id="investor-rights">Investor rights</h2> <p>During the 30-day notification window:</p>