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Morgan Stanley Mutual Fund has entered into an agreement with HDFC Mutual Fund. Below mentioned are the changes in fundamental attributes of the following schemes.
| Morgan Stanley Growth Fund | ||
| Provisions | Existing | Proposed |
| Name of Scheme | Morgan Stanley Growth Fund | HDFC Large Cap Fund |
| Benchmark | S&P BSE 100 | CNX Nifty Index |
Morgan Stanley A.C.E. Fund
| Provisions | Existing | Proposed |
| Name of Scheme | Morgan Stanley A.C.E. Fund | HDFC Small and Mid Cap Fund |
| Type of Scheme | Open-Ended Across Capitalisations Equity Fund | Open-Ended Equity Scheme |
Morgan Stanley Gilt Fund
| Provisions | Existing | Proposed |
| Name of Scheme | Morgan Stanley Gilt Fund | HDFC Inflation Indexed Bond Fund |
| Type of Scheme | Open-Ended Gilt Scheme | Open-Ended Income Scheme |
| Benchmark | I-Sec Composite Gilt Index | I-Sec Composite Index |
| Exit Load | Nil | 1.5 per cent for redemption within 12 months |
Morgan Stanley Multi Asset Fund (Plan A and Plan B)
| Provisions | Existing | Proposed |
| Name of Scheme | Morgan Stanley Multi Asset Fund (Plan A and Plan B) | HDFC Dynamic PE Ratio FoF |
| Type of Scheme | Open-Ended Debt Scheme | Open Ended Fund of Fund Scheme |
| Benchmark | Plan A- CRISIL Composite Bond Fund Index & CNX NiftyPlan B- CRISIL Composite Bond Fund Index, CNX Nifty & Domestic Price of Gold | CRISIL Balanced Fund Index |
| Exit Load | 1 per cent for redemption within 6 months | 1 per cent for redemption within 12 months |
The following Morgan Stanley schemes have been merged into HDFC schemes:
Transferor Scheme
The above mentioned changes will be applicable from June 20, 2014.
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