Asset Owner Directory

Employee’s Provident Fund Organisation India (EPFO)

EPFO is one of the world’s largest social security organisations in terms of members and the volume of financial transactions undertaken. EPFO runs three schemes – Employees’ Provident Funds, Employees’ Pension Scheme and Employees’ Deposit-linked Insurance Scheme.

Country

India

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$222

Performance (%, 1YR)

7.2

Chief Executive

Neelam Shami Rao

Chair

 Arti Ahuja

Asset allocation
Asset allocation is for the Provident Fund

16.35% Central Govt Securities

38.05% State Development Loan

0.88% State Guaranteed Securities

3% Special Deposit Scheme

11.51% Public Account with Central Govt

16.01% Corporate Bonds

4.53% Corporate Bonds - Private Sector

8.7% ETF

0.79% TREPS/LMF in Hand