Under the revised limits, fresh and additional lump sum investments, including switch-ins from other Franklin Templeton schemes, will be capped at ₹5 lakh per PAN per month. Fresh SIP and STP registrations will be restricted to ₹50,000 per PAN per month at the first holder or guardian level.
The fund house said the restrictions are in line with provisions under Para 13.11 of SEBI’s Master Circular for Mutual Funds dated March 20, 2026.
The move comes as mutual fund houses continue to manage inflows into international schemes within the overall overseas investment ceiling allowed for the industry. Several asset management companies have previously introduced similar restrictions or suspended subscriptions in overseas funds after nearing regulatory limits.
Existing SIPs and investments in the affected schemes will continue without changes. Redemptions and withdrawals also remain unaffected.
Overseas mutual fund schemes have remained popular among investors seeking geographic diversification and exposure to global equities, particularly US markets. However, fresh inflows into such schemes continue to be monitored closely due to the sector-wide overseas investment cap.
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