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Equity benchmark meaning8/5/2023 ![]() ![]() For example, if the asset allocation range for equity and equity-related instruments is 65-80%, the benchmark weight should be a minimum of 65% of the equity index.ģ) AMCs are advised to use an appropriate combination of the broad indices that represent each asset class as mentioned below: Policy framework for Composition of Benchmark of Multi Asset Allocation Fund CategoryĬonsidering that multi asset funds allocation schemes of different fund houses may have varied underlying asset allocation, rather than prescribing a single broad market benchmark index or a single bespoke index which would be applicable across industry, the following broad principles are laid down:ġ) The benchmark should compulsorily represent all the asset classes in the scheme, where the minimum allocation of a scheme is 10% or more.Ģ) Additionally, the weightages of these benchmarks should be at least the minimum of the asset allocation range of that particular asset class. ![]() NIFTY 50 Hybrid Composite Debt 65:35 Indexĭynamic Asset Allocation / Balanced Advantage Fund NIFTY 50 Hybrid Composite debt 50:50 Index NIFTY 50 Hybrid Composite Debt 15:85 Index 5 Mac D- CRISIL Ultra short Term Debt Index.5 - 1 Mac D- CRISIL low duration debt index1-3 Mac D- CRISIL Short term bond fund index3-4 Mac D- CRISIL Medium Term Debt Index4-7 Mac D- CRISIL Medium to Long Term Debt IndexMore than 7 Mac D- CRISIL Long Term Debt Index Gilt Fund with 10 year constant duration Fundīased on maturity profile of the fund0-.25 Mac D- CRISIL Liquid Fund Index.25. ![]()
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