IPS उल्लंघन से खराब निवेश निर्णय हानि
Definition
Non-adherence to IPS limits like 5% Debt MF cap or 3% InvIT/REIT exposure results in missed opportunities or forced sales, impacting returns.
Key Findings
- Financial Impact: 1-3% reduced AUM returns (₹10-100 crore opportunity loss for ₹1000 crore fund); divestment costs ₹5-20 लाख per instance
- Frequency: Ongoing portfolio rebalancing
- Root Cause: Lack of real-time visibility into dynamic limits (e.g., NPA <4%, profit in 3 prior years for bank deposits)
Why This Matters
The Pitch: Pension Funds lose 1-3% potential returns annually due to manual IPS constraints. Automation optimizes allocations within limits.
Affected Stakeholders
Portfolio Manager, Risk Officer, CIO
Deep Analysis (Premium)
Financial Impact
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Current Workarounds
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Methodology & Sources
Data collected via OSINT from regulatory filings, industry audits, and verified case studies.
Evidence Sources:
Related Business Risks
निवेश नीति विवरण समीक्षा में PFRDA उल्लंघन जुर्माना
राजस्व अपरिशोधन और कल्याण प्रणाली रिसाव में कमी
गलत एन्युटी आवंटन
GPF अतिरिक्त भुगतान सीमा उल्लंघन
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