India's SEBI allows equity mutual funds to raise gold and silver allocation to 35%
Change
India's SEBI allowed actively managed equity mutual fund schemes, after meeting core equity allocation requirements, to invest up to 35% of assets in gold and silver instruments and units of infrastructure investment trusts.
Why it matters
Asset managers must cap and disclose portfolio overlaps and adhere to tighter scheme classification rules, restricting product duplication and forcing structural changes to some offerings. Solution-oriented schemes must stop subscriptions and be merged into comparable schemes pending approval, while new life-cycle funds will face limits on number and permitted bullion exposure.
Implications
- • Asset management companies' portfolio managers must preserve each scheme's primary equity allocation before reallocating residual assets into gold or silver, or face regulatory non-compliance.
- • Asset management companies' product teams must cease subscriptions to solution-oriented schemes immediately and initiate merger plans into comparable schemes for regulatory approval, or accepted subscriptions will be non-compliant.
Unlock the decision layer.
Go beyond headlines — see impact, exposure, and timing.
- Implications: What actually changes downstream.
- Who is affected: Which teams or operators are exposed.
- What to watch: Deadlines, triggers, and next moves.
- Real-time alerts: Know the moment a change is published.
- Ask AI: Clarify any brief instantly, in context.
14-day free trial. Full access. No credit card required.
Start free trial
Source
Topics