NFO Alert: Edelweiss Mutual Fund Launches Financial Services Fund

Edelweiss Mutual Fund has launched the Edelweiss Financial Services Fund, a sectoral equity scheme focused on companies in the financial services segment. The new fund offer (NFO) opens on January 27, 2026, and closes on February 10, 2026, with units scheduled for allotment on February 24, 2026.  

The scheme is open-ended and offered under Direct and Regular plans, with Growth and IDCW options. 

Investment Mandate and Risk Classification 

The scheme’s stated objective is to generate long-term capital appreciation by investing mainly in equity and equity-related securities of companies engaged in financial services. 

The fund is classified under the sectoral or thematic equity category and is rated “Very High Risk” on the riskometer, reflecting concentration in a single sector. 

Minimum Investment and Load Structure 

The minimum subscription amount is ₹100. There is no entry load on investments. An exit load of 1% applies if units are redeemed within 90 days from the date of allotment, calculated on the sell value. No exit load is applicable after the 90-day period. 

Fund Management and Operations 

The fund will be managed by Amit Vora, Ashwani Agarwalla and Trideep Bhattacharya. KFin Technologies Pvt. Ltd. has been appointed as the registrar and transfer agent, responsible for investor servicing and transaction processing. 

Edelweiss Mutual Fund Details 

Edelweiss Mutual Fund reported assets under management of ₹189,537.03 crore as of December 31, 2025. The Edelweiss Financial Services Fund is part of its equity fund lineup and is positioned as a sector-focused offering within the portfolio. 

Read More: Invesco Mutual Fund Cuts Minimum Investment Amounts Across Select Schemes! 

Conclusion 

The Edelweiss Financial Services Fund is a sectoral equity scheme with defined entry and exit terms and a low minimum investment threshold. Returns and volatility are expected to be linked to developments in the financial services sector, given the concentrated investment mandate. 

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.