Permissible retail scheme investments include securities and debt instruments, while derivatives remain restricted solely to disclosed hedging purposes. Retail schemes may invest in listed, to-be-listed or traded securities, unlisted securities, money market and debt instruments, asset-backed or ... Summary
Permissible retail scheme investments include securities and debt instruments, while derivatives remain restricted solely to disclosed hedging purposes.
Retail schemes may invest in listed, to-be-listed or traded securities, unlisted securities, money market and debt instruments, asset-backed or mortgage-backed securitised debt instruments, and disclosed units of other investment schemes. Derivatives, including commodity derivatives, are permitted only for hedging with suitable offer-document disclosure. Pending deployment of monies, the Fund Management Entity may use specified liquid investments. All investments must comply with regulatory requirements, the scheme's investment objective, and offer-document disclosures.
Full Summary is available for active users!
Note: It is a system-generated summary and is for quick reference only.