SEBI's new measures for equity derivatives

Seems like a heavy circular. Asked chatgpt to give me a summary

  • New Open Interest Calculation (FutEq OI):
    Open interest will now be calculated using delta-adjusted net positions across futures and options to better reflect actual exposure.

  • Revised Market-Wide Position Limit (MWPL):
    MWPL for single stocks will be the lower of 15% of free-float shares or 65x the Average Daily Delivery Value (ADDV), with a minimum floor of 10%.

  • Stricter Ban Period Rules:
    During F&O ban periods, only trades that reduce open positions (based on delta) are allowed. Passive increases due to price movement are permitted.

  • Intraday Monitoring of MWPL:
    Exchanges must check MWPL usage at least four random times daily and act against high utilization, including reporting breaches to SEBI.

  • Index Options Position Limits:

  • Net end-of-day FutEq OI capped at ₹1,500 crore

  • Gross long or short position capped at ₹10,000 crore
    A glide path is in place until Dec 5, 2025, for implementation.

  • Index Futures Position Limits:

  • FPI Cat I / Mutual Funds / Proprietary: Higher of ₹500 crore or 15% of OI

  • FPI Cat II (non-retail): Higher of ₹500 crore or 10% of OI

  • FPI Cat II (retail, individuals): Higher of ₹500 crore or 5% of OI

  • Additional Exposure Conditions:

  • Short index positions must be backed by stock holdings

  • Long index positions must be backed by cash or equivalents

  • Pre-Open Session in Derivatives:
    A pre-open session will be introduced for current-month futures. It will extend to next-month futures in the 5 days before expiry.

  • Stricter Norms for Non-Benchmark Index Derivatives:

  • Minimum 14 constituents

  • Top 1 ≤ 20% weight; Top 3 ≤ 45% weight

  • Descending weight structure required

  • Entity-Level Position Limits for Stocks:
    Revised limits as % of MWPL:

  • Clients/NRIs: 10%

  • Proprietary TMs: 20%

  • TM + Client / FPI Cat I / MFs: 30%

  • FPI Cat II (non-retail): 20%

  • FPI Cat II (retail): 10%

  • Phased Implementation Timeline:
    Most measures roll out between July 1 and December 6, 2025, with some already in effect.

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@Sensibull Iron condor getting expensive? Does this imply that to hold 1 lot 0.5 ATM delta short position, we need to hedge it with 5 lot of 0.1 delta buy for margin reduction to really kick in or is margin required is completely separate from this?