Edelweiss Asset Management Company has launched India’s first hybrid passive index fund that invests in both equity (stocks) and government bonds (G-Secs).
The name of this fund is Edelweiss Nifty LargeMidcap250 Plus 8–13 yr G-Sec 70:30 Index Fund.
The New Fund Offer (NFO) for this scheme starts on March 18 and will remain open until April 1, 2026.
Investment Details and Fund Management
The minimum amount required to invest in this fund is ₹100, and after that, investors can invest in multiples of ₹1.
The fund follows the Nifty LargeMidcap250 Plus 8–13 yr G-Sec 70:30 Index as its benchmark.
The equity (stock) portion will be managed by Bhavesh Jain and Bharat Lahoti
The debt (bond) portion will be managed by Dhaval Dalal and Hetul Rawal
This fund is considered a new step in Indian investing because it combines equity and government bonds into a single passive fund. It can be a good option for investors looking for a balanced and disciplined investment approach.
How the 70:30 Investment Strategy Works
This fund follows a fixed 70:30 investment formula:
70% of the money is invested in equities (stock market)
30% is invested in government bonds (G-Secs)
The equity part tracks the Nifty LargeMidCap250 Index, while the debt part follows the Nifty 8–13 Year G-Sec Index.
The goal of this strategy is:
To gain long-term growth from the stock market
To get stability and lower risk from government bonds
The fund also uses automatic monthly rebalancing to maintain this balance.
Who Should Consider Investing?
Radhika Gupta, MD and CEO of Edelweiss AMC, said that this fund provides a simple and innovative solution for investors, something that has been needed for a long time.
She also mentioned that passive funds are growing quickly in India, and this hybrid fund can improve the overall investment experience.
This fund will invest in:
250 large- and mid-cap companies
Government bonds with 8 to 13 years maturity
This mix helps balance growth and safety.
Suitable For:
Investors looking for long-term wealth growth
Those who understand stock market risks
Investors who want a mix of growth and stability
