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RBI Amends Investment Portfolio Rules for Commercial Banks

Quick answerRBI has amended the Classification, Valuation, and Operation of Investment Portfolio Directions, 2025, inserting new definitions (amortised cost, EIR, ECL, gross carrying amount, loss allowance, stages, transaction cost) and modifying existing ones (carrying cost, financial asset) to align with the new Asset Classification, Provisioning and Income Recognition Directions, 2026.

What changed

RBI inserted seven new definitions (1A, 11A, 12A, 17A, 23A, 37A, 42A) into paragraph 4 of the Directions, covering amortised cost, effective interest rate, expected credit loss, gross carrying amount, loss allowance, Stage 1/2/3, and transaction cost. It also modified the definitions of 'carrying cost' (4(4)) for zero-coupon instruments and 'financial asset' (4(14)). These changes align the investment portfolio framework with the new Asset Classification, Provisioning and Income Recognition Directions, 2026.

What it means for you

Banks must now compute amortised cost, EIR, ECL, and loss allowance for investment portfolios as per the new Asset Classification, Provisioning and Income Recognition Directions, 2026, ensuring consistency across asset classification and provisioning. The revised carrying cost definition for zero-coupon instruments mandates using the EIR method or acquisition rate, impacting valuation of T-bills, CPs, CDs, and zero-coupon bonds. This harmonisation reduces ambiguity and aligns investment portfolio treatment with broader prudential norms.

What you must do

Who it affects

All commercial banks in India, Treasury departments, Risk management teams, Compliance and regulatory reporting units

What is the effective date of these amendments?

The amendment directions were issued on April 27, 2026. The source does not explicitly state the effective date, but the directions modify the existing Directions of 2025 from that date.

Do these changes impact how we calculate ECL for investment securities?

Yes, the new definition of ECL and loss allowance explicitly reference computation as per the Asset Classification, Provisioning and Income Recognition Directions, 2026, so banks must apply the same ECL methodology to investment portfolios.

How does the revised carrying cost definition affect zero-coupon instruments?

Carrying cost for zero-coupon instruments like T-bills and CDs must now be adjusted for discount accrued using the effective interest rate method or the rate at acquisition, ensuring consistent valuation.

Official source: RBI/2026-27/34 on rbi.org.in ↗
AI-drafted · 3-model AI consensus fact-check · under the editorial review of Vikram Jain · published · 19 Jun 2026, 00:51 IST