How to handle segregated portfolio (side pocket) units
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Segregated portfolio (side pocket) is SEBI’s protective mechanism during credit events. It prevents healthy investors from being penalised by mass redemption during distress.
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Market-risk disclaimer. Mutual fund investments are subject to market risks. Past performance is not indicative of future returns. Side-pocket recovery is uncertain; partial or zero recoveries are common.
Step-by-step procedure
See the procedure infobox above for the seven steps.
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