Ch.5 · SID, SAI and KIM Documents · medium
What is the 'asset allocation' section in the SID and what does it specify?
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EXPLANATION
The asset allocation section in the SID specifies the permitted range (minimum and maximum percentage) for each asset class in the scheme's portfolio — e.g., 65–100% in equity, 0–35% in debt. The fund manager must keep the portfolio within these ranges. Deviations may require rebalancing within a specified period.
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