Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth NFO

📌 Fund Snapshot & Key Details

Particulars Details
Fund House Edelweiss Mutual Fund
Scheme Type Open-ended
Category Hybrid: Aggressive Hybrid (Index Fund)
Benchmark Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30
NFO Opens 18 March 2026
NFO Closes 01 April 2026
Plan / Option Growth, IDCW
Minimum Investment (Rs.) 100
Exit Load 0
Lock-in Period NA
Riskometer Very High
Registrar KFin Technologies Ltd.

⚖️ Sahifund NFO Review

Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund – Direct Growth

PLUS

• Built-in diversification with 70% equity and 30% government bonds
• Exposure to both large-cap stability and midcap growth
• Debt component helps reduce volatility during market corrections
• Passive structure ensures low cost and transparency
• Suitable for investors seeking balanced growth approach

MINUS

• Limited upside compared to pure equity funds in bull markets
• Returns capped due to 30% allocation to G-Sec
• Midcap exposure still carries volatility risk
• No active fund management to outperform benchmark
• Performance fully dependent on index composition

Sahifund View (Decisive Line)

A balanced passive hybrid fund offering growth with stability, best suited for moderate-risk investors but not ideal for aggressive return seekers.

👉 Apply Online | Ask Us MF Queries |

⏱️ Last Updated: 10 March 2026, 10.00 AM

📊 Sahifund Interpretation of the Benchmark

Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30

The benchmark combines 70% equity (large + midcap) and 30% government securities, making it a hybrid index designed for balanced returns.

Benchmark Performance Snapshot

Index Name Equity Weight Debt Weight 3M 6M 1 Year 3 Year Since Inception
Nifty LargeMidcap250 + 8-13 Yr G-Sec 70% 30% -1.60 4.23 16.06 17.01 12.23

Benchmark Portfolio Characteristics

Parameter Details
Methodology Total Returns
Base Date 03 January 2011
Base Value 1000
Calculation Frequency EOD Daily
Weight Reset Frequency Monthly

Sahifund Insight:

The benchmark reflects a balanced risk-return profile, where equity drives growth while government bonds provide downside protection, making it suitable for investors seeking smoother return cycles.

🧠 Investment Strategy – Explained Simply

The scheme aims to replicate the performance of the hybrid index by investing:

• 70% in large and midcap equities
• 30% in government securities (8–13 year maturity)

In simple terms:

• Passive hybrid investing
• No stock selection or active calls
• Returns closely follow index performance

This structure provides a blend of growth and stability, unlike pure equity funds.

👤 Sahifund Interpretation of Fund Managers & Their Performance

Fund Manager Details

Parameter Details
Equity Fund Manager Bharat Lahoti
Debt Fund Manager Dhawal Dalal
Co-Managers Bhavesh Jain, Hetul Raval

Sahifund Assessment:

The fund is managed by a multi-manager team combining equity research and fixed income expertise.

However, since this is a passive index fund, the role of fund managers is primarily focused on:

• Efficient asset allocation replication
• Maintaining low tracking error
• Ensuring cost efficiency

Performance will depend more on index behaviour rather than fund manager skill.

🎯 Suitable for Which Investors?

Suitable if you:

• Want a balanced equity + debt portfolio in one fund
• Prefer passive investing with lower cost
• Have moderate risk appetite
• Seek smoother returns than pure equity funds

Avoid if you:

• Want high aggressive returns
• Prefer pure equity exposure
• Have short-term investment horizon
• Expect active fund outperformance

❓ Should You Invest in This NFO?

Yes — for balanced allocation.

The Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund offers a disciplined hybrid approach combining growth and stability.

However, investors seeking high returns may find the 30% debt allocation limiting.

Final Word:

A smart passive hybrid fund for investors looking for steady long-term growth with reduced volatility, but not suited for aggressive wealth creation.

⚠️ Disclaimer

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.