Edelweiss Asset Management Company has launched a new mutual fund called the Edelweiss Financial Services Fund.
It is an open-ended equity sectoral fund that will mainly invest in companies working in the financial services sector. This includes banks, NBFCs, insurance companies, asset management firms, and other financial institutions.
The New Fund Offer (NFO) for this scheme will be open for investors from January 27 to February 10, 2026.
The main goal of this fund is to help investors grow their wealth over the long term by investing in strong and high-quality financial companies.
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Fund Details at a Glance
Here are the key details of the Edelweiss Financial Services Fund:
Fund Name: Edelweiss Financial Services Fund
Fund Type: Open-ended equity sectoral fund
NFO Start Date: January 27, 2026
NFO End Date: February 10, 2026
Minimum Investment: ₹100 (and multiples of ₹1 after that)
Minimum SIP Amount: ₹100 (and multiples of ₹1 after that)
Exit Load: 1% if the investment is redeemed within 90 days
Benchmark Index: NIFTY Financial Services TRI
Risk Level: Very High
Fund Managers: Ashwani Kumar Agarwala, Trideep Bhattacharya, and Amit Vora
This fund is suitable for investors who are willing to take higher risk for the possibility of higher long-term returns.
Investment Strategy of the Fund
According to Edelweiss AMC, the fund will focus on long-term capital growth by investing across the full financial services ecosystem. This includes:
Banks
Non-Banking Financial Companies (NBFCs)
Insurance companies
Asset management companies
Other financial intermediaries
The fund will follow a bottom-up stock selection approach, which means it will select individual companies based on their business quality, financial strength, growth potential,
and long-term performance outlook, rather than only focusing on overall market trends.
The fund will be benchmarked against the Nifty Financial Services Total Return Index (TRI).
Why Edelweiss Is Positive on the Financial Services Sector
Radhika Gupta, MD and CEO of Edelweiss AMC, explained that India’s financial services sector is benefiting from several long-term trends such as:
Rising consumption and capital expenditure (capex)
Growing financialization of household savings
A young and favorable demographic profile
Rapid digital adoption across the country
She stated that all these factors are supporting long-term growth across the financial ecosystem.
The fund is designed to take advantage of these changes by investing in strong and well-positioned companies that can benefit from these long-term structural trends.
Where Will the Fund Invest?
As per the Scheme Information Document (SID):
80% to 100% of the fund’s total assets will be invested in equity and equity-related instruments of financial services companies
Up to 20% of the portfolio can be invested in other equity, debt, and money market instruments
Up to 10% of the total investment is allowed in InvITs (Infrastructure Investment Trusts)
This investment structure allows the fund to stay focused on financial services while also maintaining some flexibility for diversification and stability.