Morgan Stanley Mutual Fund

Morgan Stanley Mutual Fund handed over all its assets to HDFC Asset Management. The company was subsequently de-registered by the SEBI in 2014.

Updated On - 06 Sep 2025

Morgan Stanley was the first international financial company to offer mutual funds in India. It was incorporated in 1993 and was operational till 2014.

HDFC Asset Management merged with Morgan Stanley in December 2013. The merger, valued at over Rs.3,090 crores, increased the investor and asset base of the largest mutual funds company in India, HDFC Mutual Fund. The merger was largely seen as a consolidation exercise by HDFC in the highly dispersed Indian mutual funds market.

Morgan Stanley Mutual Fund Schemes Absorbed by HDFC MF

Schemes with fundamental changes

Morgan Stanley Growth - HDFC Large Cap

Morgan Stanley A.C.E. - HDFC Small and Mid Cap

Morgan Stanley Gilt Fund - HDFC Inflation Indexed Bonds

Morgan Stanley Multi Asset (Plan A and B) - HDFC Dynamic PE Ratio FOFs.

Schemes that were merged

Morgan Stanley Liquid - HDFC Liquid

Morgan Stanley Ultra Short Term Fund - HDFC Cash Management Fund - Treasury

Morgan Stanley Active Bond - HDFC High Interest Fund - Dynamic

Morgan Stanley Short Term Fund - HDFC Short Term Bond

GST rate of 18% applicable for all financial services effective July 1, 2017.

FAQs on Morgan Stanley Mutual Fund

  • What happened to Morgan Stanley Mutual Fund in India?

    Morgan Stanley Mutual Fund merged with HDFC Mutual Fund, and many of its schemes were absorbed or rebranded under HDFC’s umbrella. Investors now access these funds through HDFC’s platform.

  • Are Morgan Stanley Mutual Funds safe investments?

    Post-merger, these funds are managed by HDFC Mutual Fund, one of India’s largest and most trusted fund houses, ensuring strong governance and risk management.

  • Can I still invest directly in Morgan Stanley Mutual Funds?

    No, direct investment in Morgan Stanley Mutual Funds is no longer possible. Investors should look for the equivalent or rebranded funds under HDFC Mutual Fund.

  • How do I check the performance of former Morgan Stanley Mutual Fund schemes?

    You can review the performance on HDFC Mutual Fund’s official website or trusted financial portals by searching for the rebranded scheme names.

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