EPFO's ₹1 lakh cr ETF investment turns negative: Reports

Updated : Sep 07, 2020 12:13
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Editorji News Desk

Five years of investments via exchange-traded funds have yielded the Employees Provident Fund Organisation negative returns, with potential implications for employee payout, Mint reported on Monday.

While the overall cumulative return is almost (-)8.3% as of March 31 for its ₹1.03 lakh crore equity investments, its investment in government-backed Central Public Sector Enterprises (CPSE) ETF has given it a (-)24.36% return.

Similarly, in the government-backed Bharat 22 ETF, EPFO’s return on investments is (-)19.73%. The other two ETFs run by SBI AMC and UTI AMC have yielded (-)6.19% and (-)10.06% for the retirement fund manager, according to the Mint report.

In March, EPFO had announced an 8.5% payout for 2019-20 financial year, but it is yet to be credited to subscribers as a formal approval from the finance ministry is awaited.

Five years₹1 lakh8.5%

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