Launches Edelweiss Financial Services Fund, the NFO will be open for subscription from January 27th to February 10th, 2026


Key Highlights:

  • The financial services sector is at a key inflection point, with attractive valuations, catch-up and re-rating potential, supported by structural drivers, favourable macro catalysts, cyclical tailwinds, and alignment with India’s mega trends.
  • Focused exposure to India’s financial services opportunity: An open-ended equity scheme investing predominantly in companies engaged in the financial services sector, aimed at long-term capital appreciation.
  • Benchmark-agnostic approach across market cycles: Seeks to identify structural compounders with strong profitability and potential for re-rating valuation.

Mumbai : Edelweiss Asset Management Company Ltd (Edelweiss MF/ EMF/ EAMC) today announced the launch of Edelweiss Financial Services Fund, an open-ended equity scheme investing predominantly in equity and equity-related securities of companies engaged in the financial services sector. The New Fund Offer (NFO) will be open for subscription from January 27, 2026 to February 10, 2026.

The investment objective of the scheme is to generate long-term capital appreciation by investing in companies across the financial services ecosystem. The scheme will follow a bottom-up stock selection approach, focusing on identifying high-quality businesses with robust fundamentals, sustainable profitability, and long-term growth potential. The scheme will be benchmarked against the Nifty Financial Services TRI.

Speaking on the launch of the fund, Mrs. Radhika Gupta, MD & CEO, Edelweiss Asset Management Company Ltd, said: “India’s financial services sector sits at the intersection of some of the country’s most powerful structural trends, rising consumption and capex, the financialization of household savings, a favorable demographic profile, and rapid digital adoption. As these forces reinforce each other, they are creating long-term growth opportunities across the financial ecosystem. The Edelweiss Financial Services Fund is designed to capture this structural opportunity by investing in high-quality businesses that are well-positioned to benefit from these enduring shifts.”

Mr Trideep Bhattacharya, President & CIO-Equities, Edelweiss Asset Management Company Ltd, added, “This fund is designed to capture India’s structural shift in Financial Services—from traditional bank-led lending to specialised segments such as NBFCs, insurance, asset management, market infrastructure, capital markets and fintech-driven models. This will enable investors to generate risk-adjusted returns through the business cycle via a focused thematic strategy.”

The Edelweiss Financial Services Fund has been thoughtfully designed to capture opportunities across the financial services sector, guided by Edelweiss Mutual Fund’s FAIR investment philosophy, which evaluates businesses on Forensics, Acceptable Price, Investment Style Agnostic, and Robustness. The fund aims to identify structural compounders with strong profitability and the potential for valuation re-rating, while remaining benchmark-agnostic in its investment approach.

Under the indicative asset allocation, the scheme will invest 80–100% of its assets in equity and equity-related instruments of companies selected from the financial services sector. Up to 20% of the assets may be invested in other equity and equity-related instruments and debt and money market instruments, while up to 10% may be invested in units issued by InvITs.

The scheme will be managed by Mr. Ashwani Agarwalla, Mr. Trideep Bhattacharya, and Mr. Amit Vora. The minimum application amount during the NFO period is ₹100, and in multiples of Re. 1 thereafter.

An exit load of 1% will be applicable if units are redeemed or switched out on or before 90 days from the date of allotment. No exit load will be charged if units are redeemed after 90 days.

The scheme is suitable for investors seeking long-term capital appreciation through exposure to equity and equity-related instruments of companies engaged in the financial services sector and who are comfortable with sector-specific risks. The scheme is classified under the Very High-Risk category.