How to manage merger of schemes for Mutual Funds?

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.