Edelweiss Mutual Fund has submitted draft documents for a new open-ended scheme titled Edelweiss Nifty LargeMidcap250 Plus 8–13 yr G-Sec 70:30 Index Fund.
The scheme falls under the equity-oriented hybrid index category and is designed to passively track a blended benchmark combining equities and government securities.
The benchmark links exposure to large and midcap stocks with sovereign bonds having maturities between 8 and 13 years.
The fund will follow a rule-based approach rather than active security selection. Under normal conditions, between 95% and 100% of total assets will be invested in securities that form part of the underlying index.
A small portion up to 5% may be held in debt or money market instruments such as treasury bills, commercial papers, or certificates of deposit to manage liquidity needs.
The combined equity and fixed income exposure will be maintained in a 70:30 ratio, with periodic rebalancing.
Units will be offered at ₹10 during the New Fund Offer (NFO) and subsequently at net asset value-based pricing.
The scheme will allow:
Both Direct and Regular plans will be available. Each will offer Growth and IDCW options, including monthly and quarterly payout or reinvestment facilities.
The equity portion draws from the Nifty LargeMidcap 250 universe, which includes constituents of both Nifty 100 and Nifty Midcap 150 indices.
The debt component is derived from the Nifty 8–13 Year G-Sec Index, which tracks liquid government bonds with maturities in the specified range.
Bond selection is based on turnover and outstanding size, with eligible securities typically exceeding ₹5,000 crore in issue size.
The scheme has been classified under the “very high” risk category along with its benchmark.
As a passive product, portfolio changes will largely reflect index adjustments. Equity derivatives may be used for short periods to manage rebalancing or corporate actions, with exposure capped at 20% of the equity allocation.
Read More: Upcoming NFOs This Week (Mar 2–Mar 18): 4 Mutual Funds and 1 SIF Fund Open for Subscription!
The proposed scheme combines equity market exposure with medium-term government securities within a predefined structure. Its performance will be linked to index movements and replication efficiency rather than discretionary portfolio decisions.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.
Published on: Mar 3, 2026, 9:16 AM IST
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