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A portfolio mandate sets the parameters within which a portfolio is managed. A fund mandate is a portfolio mandate of a collective investment vehicles. The circumstances are significantly different from portfolios that are managed for a particular client.
Your mandate limit is the maximum amount of money you can invest on any given day of a month. It is set at Rs. 25,000 by default, which means that using this mandate, you can invest up to Rs. 25,000 in SIPs on any day of the month.
An investment mandate is a set of rules laying out how a pool of assets should be invested. Mandates may include guidelines on priorities, goals, benchmarks, risk, and types of funds to be either chosen or avoided. Mutual funds, exchange-traded funds, and other pooled assets always have investment mandates.
Institutional mandates respond to the more complex financial needs typical of sovereign funds, banks, foundations, pension funds and insurance groups, which require highly personalized solutions.