NFO: Edelweiss PSU plus SDL 50:50 Oct 2025 Index Fund

Mar 03, 2022
 

Edelweiss Asset Management Limited announced the launch of their next target maturity index fund - Edelweiss Crisil PSU plus SDL 50:50 Oct 2025 Index Fund. 

Rebalanced & reviewed each quarter end, this index fund will invest in AAA-rated PSU Bonds as well as State Development Loans (SDL). This is an open-ended Target Maturity Index Fund that seeks to track CRISIL [IBX] 50:50 PSU + SDL Index – October 2025.

Last year, Edelweiss AMC launched India’s first target-maturity, debt-index fund – Edelweiss Nifty PSU Bond Plus SDL Index Fund – 2026 (in March-21) & 2027 (in October -21) with a unique target maturity structure and successfully managed to reach AUM of more than Rs 6,000 crore in less than a year.

"To follow up on its success, the AMC launched Edelweiss Crisil PSU Plus SDL 50:50 Oct 2025 Index Fund. The total AUM of Target Maturity Index Funds/ETFs managed by Edelweiss AMC is at Rs. 50,920 Cr as on 28-Feb-22 across 7 Target Maturity Funds including Edelweiss PSU Plus SDL 50:50 Index Fund – 2026 & 2027 and Edelweiss MF BHARAT Bond ETFs - 2023, 2025, 2030, 2031, & 2032," states the release.

The Edelweiss Crisil PSU Plus SDL 50:50 Oct 2025 Index Fund NFO will be open for subscription between March 3 to March 8, 2022.

This open-ended Target Maturity Index Fund will predominantly invest in the constituents of Crisil [IBX] 50:50 PSU + SDL Index – Oct 2025. With an investment amount that is as low as Rs 5,000, the fund will have a defined maturity date of October 31, 2025.

At maturity, investors will get back their investment proceeds. 100% of the fund’s proceeds are invested in AAA rated PSU bonds and State Development Loans (SDL) maturing within six months prior to maturity date of scheme. Taxed at 20% post-indexation, this fund will be more tax-efficient as compared to traditional avenues.

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