Please find attached the new investment pattern for PFs. It does not mention any particular date from which it is applicable. Therefore, they have kept an option either to opt it from 1st April 2014 or from previous year.
Main difference between the earlier pattern and new pattern are: :
1. PSU and Private bonds – upto 55% instead of 40% in MoF pattern
2. Equity / Equity MFs – Nil instead of 15% in MoF pattern
3. Any moneys received on the maturity of earlier investments reduced by obligatory outgoings shall be invested in the same category
Regards
From India, Mumbai
21Main difference between the earlier pattern and new pattern are: :
1. PSU and Private bonds – upto 55% instead of 40% in MoF pattern
2. Equity / Equity MFs – Nil instead of 15% in MoF pattern
3. Any moneys received on the maturity of earlier investments reduced by obligatory outgoings shall be invested in the same category
Regards
From India, Mumbai
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New investment pattern for non-government PFs etc. from 1.4.2015.docx
Revised investment pattern for PF 27.12.2016.pdf