SEBI Revises Monthly Cumulative Report (MCR) Format for Mutual Funds 2026

SEBI has issued a circular dated May 19, 2026, revising the format of the Monthly Cumulative Report (MCR) applicable to mutual funds and Asset Management Companies (AMCs). The revised reporting format will be effective from June 2026 onwards and follows the introduction of new mutual fund schemes categorised under SEBI’s categorisation and rationalisation framework. 

The updated MCR format also includes the detailed disclosures on scheme-wise folios, fund mobilisation, redemptions, net inflows or outflows, assets under management (AUM), average AUM, segregated portfolios, and SIP-related data. SEBI has also introduced a separate MCR-SIF format covering equity, debt, and hybrid long-short investment strategies. 

The circular or notification also clarifies that all other provisions under Clause 6.20 of the SEBI Master Circular for Mutual Funds dated March 20, 2026, will remain unchanged. The revised framework aims to improve transparency, streamline reporting practices, and strengthen investor protection in the mutual fund industry.