Ch.5 · NFO Process and Rules · medium

What is the 'scheme's investment in derivatives' policy disclosed in the SID?

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EXPLANATION

Mutual fund schemes can use derivatives (futures, options) for hedging (protecting portfolio against downside) and efficient portfolio management within SEBI-prescribed limits. The SID must disclose the scheme's derivative usage policy. Derivative positions count toward the scheme's asset allocation limits — equity futures count as equity exposure.

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