Mumbai: The Securities and Exchange Board of India (Sebi) on Tuesday said all transactions in mutual fund units of an asset management company exceeding ?15 lakh executed by designated persons, trustees and their immediate relatives must be reported to the compliance officers within two days from the date of such transactions.

The regulator said threshold amount of ?15 lakh could be in one transaction or a series of transactions over any calendar quarter, per PAN across all schemes excluding the exempted ones.

Fund houses would have to disclose details of holding of designated persons, trustees and their immediate relatives on an aggregate basis every quarter. The new rules will come into effect from November 1. The holdings as of October 31, 2024, should be disclosed on the platform of the stock exchanges by November 15, 2024.