REIT / InvIT exposure cap for mutual funds

Tue, 19 May 2026 00:00:00 +0000

SEBI’s REIT (Real Estate Investment Trust) and InvIT (Infrastructure Investment Trust) exposure cap for mutual funds limits the percentage of scheme AUM that an Indian mutual fund can invest in these instrument classes. The framework reflects the broader investment-restriction regime designed to ensure scheme diversification and prevent over-concentration in any single asset class beyond traditional equities and debt.

For Indian mutual fund scheme designers and investors, the framework matters because REITs and InvITs are emerging as a meaningful asset class but are operationally and economically distinct from regular equity / debt.

Exposure Cap on WebNotes

REIT / InvIT exposure cap for mutual funds