Edelweiss Financial Services Fund NFO: Launch Date, Investment Objective, Strategy & Key Details
- Gabriela Galeena
- 2 days ago
- 2 min read
Edelweiss Mutual Fund has announced the launch of the Edelweiss Financial Services Fund, an open-ended equity scheme that aims to generate long-term capital appreciation by investing predominantly in companies operating within India’s financial services sector.
The scheme follows a sectoral approach, focusing on businesses such as banks, NBFCs, insurance companies, fintech firms, stock exchanges, asset managers, and other financial intermediaries. Given its thematic nature, the fund carries a Very High risk profile and is suitable only for investors with a long-term horizon and a high risk appetite.
The investment objective of the scheme is to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments of companies engaged in the financial services sector. However, there is no assurance that the investment objective of the scheme will be achieved.
The Edelweiss Financial Services Fund follows an actively managed sectoral strategy and invests across market capitalisations without any inherent large-cap, mid-cap, or small-cap bias.
The fund focuses on a broad financial services universe that includes:
Banks and financial institutions
NBFCs and housing finance companies
Insurance companies and intermediaries
Fintech platforms and digital finance companies
Stock broking firms, exchanges, clearing corporations, and depositories
Asset and wealth management companies
Payment gateways, credit card companies, and financial data providers
The fund manager may take concentrated positions in select stocks and may also use derivatives for hedging, portfolio balancing, and return optimisation, as permitted under SEBI regulations.
NFO Schedule
Launch Date | January 27, 2026 |
End Date | February 10, 2026 |
Scheme Re-opens | On or before February 24, 2026 |
Minimum Investment Requirement
Investment Type | Minimum Amount |
|---|---|
Initial Investment (NFO) | ₹100/- & in multiples of Re. 1/- thereafter |
Additional Purchase | ₹100/- & in multiples of Re. 1/- thereafter |
SIP | ₹100/- and in multiples of Re. 1 thereafter |
NFO Price per Unit | ₹10 |
Exit Load
An exit load of 1% is applicable if units are redeemed or switched out within 90 days from the date of allotment. After 90 days, no exit load is applicable.
Benchmark: NIFTY Financial Services Total Return Index (TRI)
Fund Managers
Trideep Bhattacharya has over 15 years of experience as a portfolio manager and research analyst. An IIT graduate with an MBA in Finance and a CFA charter, he has previously worked with Axis AMC, Motilal Oswal Securities, State Street Global Advisors, and UBS Global Asset Management. He currently manages several diversified and thematic equity funds at Edelweiss.
Ashwani Agarwalla brings over 20 years of experience in equity investments and holds an MBA (Finance), CFA, and ICAI (Inter). Before joining Edelweiss in 2022, he was associated with JM Financial PMS and Baroda Pioneer Mutual Fund, where he worked as a senior research analyst and co-fund manager.
Amit Vora will manage the international component for overseas securities exposure. He has over 18 years of experience as a trader and has worked with firms such as Antique Stock Broking, D.E. Shaw India, and Tower Capital.
Asset Allocation
Intruments | Minimum | Maximum |
|---|---|---|
Equity & equity-related instruments (financial services) | 80% | 100% |
Other equity instruments | 0% | 20% |
Debt & money market instruments | 0% | 20% |
Units of InvITs | 0% | 10% |
The scheme may also invest in overseas securities and overseas ETFs within SEBI-prescribed limits.
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