Upcoming NFO: Edelweiss Nifty REITs & Realty Index Fund; check key details

On July 10, 2026, Edelweiss Mutual Fund submitted offer documents with the SEBI for its Edelweiss Nifty REITs & Realty Index Fund, an open-ended scheme tracking the Nifty REITs & Realty Total Return Index (TRI).

The New Fund Offer (NFO) date for the fund is yet to be announced.

Name of the scheme: Edelweiss Nifty REITs & Realty Index Fund Category: Other schemes-Index fund Type: An open-ended scheme tracking the Nifty REITs & Realty Total Return Index (TRI).

The investment objective of the scheme is to generate returns that are in line with the performance of the Nifty REITs & Realty Total Return Index, subject to tracking errors.There is no assurance or guarantee that the investment objective of theScheme will be achieved

The benchmark for the scheme is the Nifty REITs & RealtyTotal Return Index. The benchmark has been selected based on internal assessment because the scheme is a passively managed index fund which will aim to track the performance of Nifty REITs & Realty Total Return Index and it would invest in securities which are constituents of the Nifty REITs & Realty Total Return Index, in the same proportion as the index.

95-100% will be allocated in the securities covered under Nifty REITs and Realty index. Up to 5% will be allocated to debt and money market instruments.

Bharat Lahoti: Associated with Edelweiss AMC, Lahoti has an overall work experience of 19 years in the research function of organizations in the financial services sector.

No exit load is applicable under the scheme

Minimum Investment

During NFO: Minimum of ₹100 and in multiples of ₹1 thereafter Fresh Purchase (including switch-in) -.₹100 and in multiples of ₹1 thereafter Additional Purchase (including switch-in) -₹100 and in multiples of ₹1 thereafter Minimum additional purchase: Minimum (including switch-in) of ₹100 and in multiples of ₹1 thereafter.

NFO details

NFO period: Not announced yet

Price during NFO: ₹10 per unit

Allotment: The allotment will be completed after due reconciliation of receipt of funds for all valid applications within 5 business days from the closure of the NFO period.

The fund carries a "very high" risk-o-meter.

Disclaimer: This article is written purely for informational purposes and should not be considered investment advice from Upstox. Securities mentioned are illustrative and not recommendations. Investors should do their own research or consult a registered financial advisor before making investment decisions.