Monday, June 8, 2015

Investment guidelines for NPS Scheme with effect from 10.6.2015 – PFRDA Circular

Investment guidelines for NPS Scheme with effect from 10.6.2015 – PFRDA Circular

Investment guidelines for NPS Schemes (Applicable to Scheme CG, Scheme SG, Corporate CG and NPS Lite schemes of NPS and Atal Pension Yojana) w.e.f, 10th June, 2015.
Pension Fund Regulatory & Development Authority issued an important circular regarding the investments guidelines for NPS Scheme with effect from 10.6.2015
"NPS investments have been restricted to 5% of the ‘paid up equity capital’* of all the sponsor group companies or 5% of the total AUM under Equity exposure whichever is lower, in each respective scheme and 10% in the paid up equity capital of all the non-sponsor group companies or 10% of the total AUM under Equity exposure whichever is lower, in each respective scheme."


Government Securities and Related Investments – Upto 50%
Debt Instruments and Related Investments – Upto 45%
Short-term Debt Instruments and Related Investments – Upto 5%
Equities and Related Investments  – Upto 5%
Asset Backed, Trust Structured and Miscellaneous Investments – Upto 5%