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Introducing the “In Favour Of” filter in Case Laws.
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of <h1>Investment fund concentration limits: strategies capped at 20% issuer debt, 10% equity, and 15% company/REIT holdings</h1> A specialized investment fund's strategies face concentration limits: no more than 20% of an individual strategy's NAV may be invested in debt instruments from a single issuer (extendable to 25% with trustee and AMC board approval), excluding government securities and specified securitised debt and exempted fund types. The fund across all strategies may not hold over 15% of any company's paid-up voting capital or 15% of REIT units (with adjustments if mutual funds already hold 10%), and no single strategy may invest more than 10% of its NAV in equity or equity-related instruments of any entity. InvIT investments are capped per fund and per strategy (with certain inclusions and sector/index scheme exceptions). All Seventh Schedule mutual fund limits also apply.
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