NFO Alert: Edelweiss Mutual Fund Launches Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund

Edelweiss Asset Management Company has opened a new fund offer (NFO) for a hybrid passive scheme on March 18. The offer will remain open until April 1.  

The scheme will operate as an open-ended fund after the subscription window closes, with purchases and redemptions allowed on an ongoing basis. 

Index and Allocation 

The fund tracks the Nifty LargeMidcap250 Plus 8–13 Year G-Sec 70:30 Index. It follows a fixed allocation of 70% in equities and 30% in government securities. The structure combines exposure to listed equities and sovereign bonds within a single index. 

The equity portion is linked to the Nifty LargeMidcap 250 Index, while the debt allocation follows the Nifty 8-13 Year G-Sec Index. 

Portfolio Details 

The equity segment includes 250 large- and mid-cap stocks. These companies together account for a broad share of India’s free-float market capitalisation and cover multiple sectors. 

The debt component consists of central government securities with residual maturities between 8 and 13 years. These instruments form the fixed income portion of the portfolio. 

Investment Approach 

The scheme follows a passive investment strategy based on predefined rules. It mirrors the composition of the underlying index without active security selection. 

The portfolio is rebalanced monthly to maintain the 70:30 allocation between equity and debt. This rebalancing is carried out automatically in line with index changes. 

Regulatory Background and Risk 

The launch comes after regulatory changes that allow hybrid passive products and support the creation of debt indices with sufficient market depth. This has enabled fund houses to combine equity and fixed income exposure within a single index framework. 

The scheme is classified under the “very high risk” category, showing its higher allocation to equities. 

Fund Management 

The equity portion will be managed by Bhavesh Jain and Bharat Lahoti. The debt allocation will be handled by Dhawal Dalal and Hetul Raval. 

Read More: SIP Inflows Ease To ₹29,845 Crore in February 2026; Equity Segments Remain Resilient! 

Conclusion 

The fund tracks a composite index with fixed equity and debt exposure, using a rule-based structure and periodic rebalancing. 

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.