Ch.5 · SID, SAI and KIM Documents · hard

What is the maximum investment limit in unlisted securities for equity mutual fund schemes?

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EXPLANATION

SEBI regulations permit equity mutual fund schemes to invest up to 10% of NAV in unlisted equity and equity-related instruments. This restriction is disclosed in the SID under investment restrictions. Unlisted securities carry higher liquidity risk since they cannot be easily sold on stock exchanges.

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