Edelweiss Asset Management Company has launched a new mutual fund scheme called the Edelweiss Financial Services Fund. It is an open-ended equity fund that mainly invests in companies from the financial services sector.
The New Fund Offer (NFO) will be open for subscription from January 27, 2026, to February 10, 2026. The fund aims to help investors grow their wealth over the long term.
Key Details of Edelweiss Financial Services Fund
Fund Name: Edelweiss Financial Services Fund
Fund Type: Open-ended equity sectoral fund
NFO Open Date: January 27, 2026
NFO Close Date: February 10, 2026
Minimum Investment: ₹100 and multiples of ₹1 thereafter
Minimum SIP Investment: ₹100 and multiples of ₹1 thereafter
Exit Load: 1% if redeemed before 90 days
Benchmark Index: NIFTY Financial Services TRII
Risk Level: Very High
Fund Managers: Ashwani Kumar Agarwala, Trideep Bhattacharya, and Amit Vora
Investment Strategy of the Fund
According to Edelweiss AMC, the fund will focus on long-term capital growth by investing in different areas of the financial services sector.
This includes banks, NBFCs, insurance companies, asset management firms, and other financial institutions.
The fund will follow a bottom-up stock selection approach and will be benchmarked against the Nifty Financial Services Total Return Index (TRI).
Growth Potential of the Financial Services Sector
Radhika Gupta, MD and CEO of Edelweiss AMC, said that India’s financial services sector is benefiting from strong long-term trends.
These include rising consumption and capital expenditure, increased investment of household savings in financial products, a favorable demographic profile, and fast digital adoption.
She added that these factors are creating major growth opportunities across the financial ecosystem. The new fund aims to invest in high-quality companies that are well-positioned to benefit from these long-term changes.
Where Will the Fund Invest?
As per the Scheme Information Document (SID), the fund will invest 80% to 100% of its assets 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. Additionally, up to 10% of the assets can be invested in units of Infrastructure Investment Trusts (InvITs).
