EPFO drops proposal to raise equity investment limit to 20%

Jul 31, 2022

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NEW DELHI: Retirement fund physique EPFO on Saturday dropped on the final minute a proposal to hike investments in equities or equity-related devices from the present 15% to twenty%.
The proposal, which had met with resistance from workers’ representatives and commerce unions, was a part of the agenda gadgets scheduled to be taken up on the assembly of the EPFO’s central board of trustees however was dropped with out citing any purpose.
Discussions on how the retirement fund corpus must be invested have been held on the degree of the EPFO advisory physique, the Finance Audit and Funding Committee (FAIC), however the authorities felt the necessity for additional deliberations in FAIC earlier than a closing choice is reached. The following assembly of the FAIC could also be as early as subsequent week, whereas the CBT is prone to meet on the finish of September this 12 months.
Sources mentioned the query that the federal government is grappling with is whether or not this 15% ought to apply to the complete corpus of over Rs 18 lakh crore obtainable with EPFO because the legislation got here into being in 1952, or if the federal government ought to institute a mechanism, in a phased method, to bump up funding in fairness to achieve the 15% restrict. Although 15% is the higher restrict for fairness investments, at current, it solely applies to a portion of the retirement corpus on an annual foundation. “EPFO is in contrast to every other investment-oriented scheme because it should not solely guarantee sustained earnings but additionally protected, risk-free returns,” an official mentioned.
Sources mentioned the labour ministry can even look at, amongst different methods, how the Pension Fund Regulatory Growth Authority (PFRDA) handles fairness investments for its corpus, despite the fact that it might be troublesome to attract parallels since PFRDA, in contrast to EPFO, is a contributory fund the place subscribers are knowledgeable in regards to the dangers concerned.

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