EPFO's Rs 1.59 lakh crore investment in ETFs now worth Rs 2.26 lakh crore

Retirement fund body EPFO has invested ₹1,59,299.46 crore in exchange-traded funds (ETFs) till March 2022 and its notional market value of these investments is ₹2,26,919.18 crore, Parliament was informed on Monday.

EPFO has been investing in ETFs since August 2015. Initially, the body decided to invest 5% of its investible deposits in stock markets. Later, the proportion was increased to 10% in 2016-17 and 15% 2017-18 and onwards.

Union minister of state for labour and employment Rameshwar Teli stated in a written reply to the Lok Sabha that the Employees' Provident Fund Organisation (EPFO) has invested ₹₹,59,299.46 crore in ETFs till March 31, 2022. The reply showed that the notional market value of the EPFO's investment in ETFs stood at ₹2,26,919.18 crore as on March 31, 2022.


The minister also told the House that the EPFO invested ₹12,199.26 crore in ETFs in April-June period this year while the total investment (in debt and equity) was ₹84,477.67 crore.

The body had invested ₹43,568.02 crore in 2021-22, ₹32,070.84 crore in 2020-21 and ₹31,501.09 crore in 2019-20 in ETFs.

The EPFO invests 85% of the funds in debt instruments and 15% in ETFs, as per the investment pattern notified by the government. PTI