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RBI permits FIIs and NRIs to invest in domestic Mutual Fund

09 Aug 2011 Evaluate

The Reserve Bank of India on Tuesday allowed foreign investors to buy the domestic Mutual Fund with the cumulative limit of $10 billion. This move of the central bank is expected to have positive impact on the capital inflow.

“A SEBI registered Foreign Institutional Investor (FII) and Non Resident Indian (NRI) may purchase, on repatriation basis, units of domestic Mutual Funds (MFs), subject to such terms and conditions mentioned therein and limits as prescribed for the same by the Reserve Bank of India (RBI) and the Securities and Exchange Board of India (SEBI), from time to time,” RBI said in the statement.

In consultation with the Government and the SEBI, the decision to allow non-resident investors (other than SEBI registered FIIs and SEBI registered FVCIs) who meet the KYC requirements of SEBI, hereinafter called ‘Qualified Foreign Investors’ (QFIs), to purchase on repatriation basis rupee denominated units of equity schemes of domestic MFs issued by SEBI registered domestic MFs in accordance with the terms and conditions as stipulated by the SEBI and the RBI from time to time in this regard, the statement added.

The QFIs can invest in rupee denominated units of equity of schemes of domestic Mutual Funds issued by the SEBI registered domestic Mutual Funds under the Direct Route i.e. SEBI registered Depository Participants (DP) route and Indirect Route, i.e. Unit Confirmation Receipt (UCR) route.

The QFIs also can buy additional $3 billion of debt funds that invest in minimum 5-year infrastructure related debt. However, it would be within the upper limit of $25 billion for FII investment in corporate bonds issued by the infrastructure firms.

This move of the RBI is expected to help in the growth of Indian Mutual Fund industry. According to data from the Association of Mutual Funds in India, currently the total asset under management of all Mutual Fund companies stood around Rs 7.28 trillion ($166 billion) till July 2011 with the equity funds accounting for 23%.

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RBI permits FIIs and NRIs to invest in domestic Mutual Fund

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Our Approach: Ensuring compounding work its magic on client portfolio.

Name of the IA registered with SEBI:	The Alchemists Ark Pvt. Ltd.
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Trade/Brand Name of IA:	MoneyWorks4Me Investment Advisers
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