Dual Investment: Equity + Government Bonds
Combined New Mutual Fund
Mr. R. Venkatesh, Founder,
GuruRam
Financial Services Pvt. Ltd.
Edelweiss
Mutual Fund has launched a new hybrid fund that combines equity and government
securities.
Scheme Name
·
Edelweiss Nifty LargeMidcap250 Plus 8–13 Year G-Sec 70:30 Fund
New Fund Offer (NFO) Period
·
Open
for investment until April 1, 2026
Key Features of the Scheme
1. Dual Investment Structure
·
Combines
Equities + Government Bonds
·
Follows
a passive investment strategy
Investment Allocation
2. How the Money is Invested
·
70% → Equity Market
·
30% → Government Bonds (8 to 13 years maturity)
Equity Investment Details
3. Benchmark Index
·
Nifty
LargeMidcap 250 Index
4. Type of Companies
·
100
Large-cap companies
·
150
Mid-cap companies
5. Allocation Within Equity
·
Large-cap
→ 50%
·
Mid-cap
→ 50%
6. Selection Method
·
Based
on free-float market capitalization
Portfolio Management & Review
7. Fund Review
·
Conducted
once every 6 months
8. Equity Rebalancing
·
Done
once every 3 months
9. Debt Portion Review
·
Reviewed
monthly
Benefits for Investors
10. Automatic Asset Allocation
·
Maintains
balance between equity and debt automatically
11. Risk Management
·
Helps
reduce volatility from stock market fluctuations
12. Dual Advantage
·
Large-cap
stocks → Stability
·
Mid-cap
stocks → Growth potential
Investment Options
13. Minimum Investment
·
Lump
sum → ₹100
·
SIP
(monthly) → ₹100
14. Exit Load
·
No exit load
Who Should Invest?
15. Suitable For
·
Investors
looking for long-term investment
·
Those
who want diversification with a small
amount
·
Investors
seeking a balance between risk and returns
·
People who prefer a simple and passive investment approach
·
Summary
·
A
new category of hybrid fund combining equity + government securities
·
Offers
diversified exposure even with
small investments
·
Provides
automatic asset allocation
·
A
good option for long-term wealth creation
For
more details & Investments contact..!
Mr. R. Venkatesh, Founder,
GuruRam Financial
Services Pvt. Ltd.
New No. 14, Old No. 37C, First Floor
Nathamuni Street, T Nagar, Chennai -600017
Tel. +91-9677267889, 9677025125
Email: gururamforyou@gmail.com
https://www.gururamfinancialservices.com/index.php
For mutual fund
investments, financial planning, and life & health insurance, you can
confidently approach R. Venkatesh.
Read articles written by Mr. R.
Venkatesh in Nanayam Vikatan, Aval Vikatan and Vikatan.com a leading
personal finance magazine https://www.vikatan.com/author/aar-vengktteess
Disclaimer: Mutual Fund investments are subject to
market risks, read all scheme related documents carefully. The past performance
of the mutual funds is not necessarily indicative of future performance of the
schemes.
