HDFC-HDFC Bank merger: What will change for depositors, borrowers, mutual fund holders, shareholders

Produced by: Basudha Das
Designed by: Mohsin Shaikh

The much-awaited merger of housing finance major HDFC with private lender HDFC Bank will be tentatively effective from July 1

HDFC-HDFC Bank merger date announced

The merger of HDFC Bank and HDFC Limited is expected to create the largest financial services conglomerate in India. The combined entity will have a market capitalisation of over Rs 8 lakh crore

HDFC-HDFC Bank merger: Combined entity

HDFC Bank on April 4 last year agreed to take over India's biggest domestic mortgage lender in a deal valued at about $40 billion, creating a financial services titan

HDFC-HDFC Bank merger
announcement

As per experts, HDFC Bank may offer the depositors of HDFC an option to either withdraw their money or renew deposits at the prevailing interest rates

HDFC-HDFC Bank merger: Fixed deposit investors

After the merger, once customers renew their deposits, they will be insured under the Deposits Insurance and Credit Guarantee Corporation (DICGC) for a maximum of up to Rs 5 lakh

HDFC-HDFC Bank merger: Insurance on FDs

Experts have said that the existing home loan borrowers will not face any issues as the loans will be shifted to the merged entity. The interest rate on the home loan may be tweaked after the merger. HDFC is currently offering home loan interest rates starting from 8.5% pa

HDFC-HDFC Bank merger: Home Loan Borrowers

Reuters reported that at least 60 equity mutual fund schemes will see their combined exposure in HDFC twins overshoot the 10% cap. As per Sebi rules, a MF scheme cannot invest more than 10% in a single security

HDFC-HDFC Bank
merger: What will happen
to your MFs?

A single entity would be formed post-merger, wherein MF managers of diversified equity schemes are expected to make the necessary tweaks to their portfolios, bringing down the maximum holding percentage equal to or less than 10 per cent

HDFC-HDFC Bank merger:
How will MFs invest?

On July 13, HDFC Ltd stock will go off the bourses and shareholders will get their shares converted to HDFC Bank. The merged HDFC Bank stock will start trading by July 17. It is to be noted that these are tentative dates, HDFC said in a stock exchange filing on Tuesday

HDFC-HDFC Bank merger: Shareholders

Once the deal is effective, HDFC Bank will be 100 per cent owned by public shareholders, and existing shareholders of HDFC will own 41 per cent of the bank. Every HDFC shareholder will get 42 shares of HDFC Bank for every 25 shares they hold

HDFC-HDFC Bank merger: Shareholders and swap ratio