Edelweiss Asset Management Company (Edelweiss AMC) has introduced India’s first hybrid passive index fund that invests in both equities and government bonds (G-Secs).
The fund is called Edelweiss Nifty LargeMidcap250 Plus 8–13 yr G-Sec 70:30 Index Fund.
The New Fund Offer (NFO) will open on March 18 and close on April 1, 2026.
Investment Details and Minimum Amount
The minimum amount required to invest in this fund is ₹100. After that, investors can add money in multiples of ₹1.
The benchmark for this scheme is the Nifty LargeMidcap250 Plus 8–13 yr G-Sec 70:30 Index.
The equity portion will be managed by Bhavesh Jain and Bharat Lahoti
The debt portion will be handled by Dhaval Dalal and Hetul Rawal
This fund is unique because it combines equity and government bonds in a single passive fund for the first time in India. It can be a good option for investors looking for a balanced and disciplined investment approach.
Understanding the 70:30 Investment Strategy
This fund follows a fixed 70:30 investment formula:
70% will be invested in equities (stock market)
30% will be invested in government bonds (G-Secs)
The equity part will track the Nifty LargeMidCap250 Index, while the debt part will follow the Nifty 8–13 Year G-Sec Index.
The goal of this strategy is to provide both growth and stability. Stocks offer long-term growth potential, while government bonds help reduce risk. The fund will also rebalance its portfolio automatically every month to maintain this ratio.
Who Should Invest in This Fund?
According to Radhika Gupta, MD and CEO of Edelweiss AMC, this fund offers a simple and innovative solution for investors.
She also mentioned that passive funds are growing quickly in India, and this hybrid option can improve the investment experience.
The fund will invest in 250 large-cap and mid-cap companies, along with government bonds that have a maturity period of 8 to 13 years. This creates a balance between growth and safety.
This fund may be suitable for:
Investors looking for long-term wealth growth
Investors who understand stock market risks but also want some stability