To manage merger of schemes for a mutual fund you can make 'fund merger' corporate action entry. 

Please follow the detailed steps below: 


1. From the portfolio summary screen, right click on the fund name and go to Other Transactions > Add Fund Merger


2. Click on the + sign to add the new fund. 



3. Type the fund name and select it - HSBC Credit Risk Fund - Regular Plan - Growth


- Enter the folio number. 


- Choose the date as 25th Nov 2022. 


- Enter Balance shares after merger. 


- Click on Save.