Edelweiss MF launches hybrid passive index fund with equity–G

Edelweiss MF launches hybrid passive index fund with equity–G-Sec allocation

Edelweiss AMC launched the Nifty LargeMidcap250 Plus 8–13 yr G-Sec 70:30 Index Fund, open from March 18 to April 1. It allocates 70% to equities, 30% to G-Secs, with monthly rebalancing.

By Anshul

Edelweiss Asset Management Company on Wednesday (March 18) announced the launch of the Edelweiss Nifty LargeMidcap250 Plus 8–13 yr G-Sec 70:30 Index Fund, a hybrid passive scheme that combines equities and government securities within a single index-based structure.

The new fund offer (NFO) will remain open for subscription from March 18 to April 1.

The open-ended scheme aims to replicate the Nifty LargeMidcap250 Plus 8–13 yr G-Sec 70:30 Index, which allocates 70% to equities and 30% to government securities. The equity portion tracks the Nifty LargeMidcap 250 Index, while the debt component tracks the Nifty 8–13 yr G-Sec Index.

The fund uses a rule-based investment approach with automatic monthly rebalancing to maintain the 70:30 equity–debt allocation. The equity basket includes 250 large- and mid-cap companies representing a significant share of India’s free-float market capitalisation, while the debt allocation invests in government securities with residual maturities of 8–13 years.

The launch follows recent regulatory developments that have enabled hybrid passive strategies and the creation of eligible debt indices with sufficient market depth.

According to the fund house, the scheme seeks to provide long-term capital appreciation through diversified equity exposure while offering relative stability through sovereign bonds. The product is categorised under the very high-risk segment and is intended for investors comfortable with market-linked returns.

The equity portion of the scheme will be managed by Bhavesh Jain and Bharat Lahoti, while Dhawal Dalal and Hetul Raval will oversee the debt allocation.

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