RBI Launches Critical 2025-26 Survey: What Mutual Funds Must Know About Foreign Assets Compliance
The Reserve Bank of India (RBI) has officially initiated the annual Survey on Foreign Liabilities and Assets of Mutual Funds for the 2025-26 cycle. This mandatory reporting exercise is critical for mapping the external financial exposures of the country’s mutual fund industry. The survey collects detailed information regarding the external assets and liabilities held by mutual funds.The aggregated results from this survey are crucial. They serve as foundational data used by the RBI for compiling and maintaining comprehensive statistics on India's external sector.
Understanding the Mandate and Scope
The survey requires mutual funds to report their external financial standing. Specifically, the data must reflect the financial liabilities and assets as they stood at the end of March of the financial year 2025-26.This systematic data collection ensures regulatory oversight and provides transparency to the market. The comprehensive reporting allows the RBI to maintain accurate records of India’s overall international financial position.
Key Submission Deadlines and Compliance Requirements
Mutual funds must adhere to a strict submission deadline of July 07, 2026. The required survey schedule, available in both Hindi and English, must be accurately completed by all reporting entities.The primary method for submission is utilizing the survey module within the Centralised Information Management System (CIMS). This dedicated platform facilitates web-based submission, incorporating built-in data consistency checks for enhanced data quality assurance.
Navigating the New Digital Submission Process
RBI is streamlining its data collection process by migrating to a digitized platform. The CIMS portal provides an automated email acknowledgement upon successful submission.While the CIMS portal is the preferred method, the RBI has maintained a parallel process for those submitting via existing means. Reporting entities can submit their responses in an Excel format via email to mf@rbi.org.in.
For enhanced security and consistency, all reporting entities are strongly advised to utilize the CIMS portal. Notably, the existing excel-based reporting system will be officially decommissioned starting with the next survey round.
Support and Query Resolution
Instructions and procedural guides are readily available in the Frequently Asked Questions (FAQs) section. For any further clarification or queries related to the submission, interested parties can contact the RBI through mfquery@rbi.org.in.The Director, International Investment Position Division (IIPD), within the Department of Statistics and Information Management (DSIM), is responsible for overseeing this process. This department is located at C9-5th floor, Bandra-Kurla Complex, Bandra (East), Mumbai-400051.
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