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Edelweiss Nifty LargeMidcap250 Plus
8-13 yr G-Sec 70:30 Index Fund
(An open-ended index scheme replicating Nifty LargeMidcap 250 Plus 8-13 yr G-sec 70:30 Index)
Three definitive decisions making investing simple!
Allocation
What to hold
and in what proportion70 equity : 30 debt by design — built for India's market cycles.
Monthly rebalancing enforces discipline.
Selection
Which underlyings best
represent each sleeveNifty LargeMidcap250: breadth + balance.
8-13yr G-Sec: sovereign safety + potential duration upside.
Timing
When to rebalance
and stay disciplinedAutomatic reset between equity & debt.
Removes behavioral bias.
No market timing required from the investor.
Alpha. Tax Efficiency. Stability.
70%
Nifty LargeMidcap250250 stocks across 100 Largecap + 150 Midcap
Covers 85% of India's free-float market cap
Equal 50:50 weight to large and mid - the broadest balanced equity index
30%
Nifty 8-13 yr G-SecSovereign-only
Zero credit risk
Reducing portfolio volatility
Most liquid segment in Indian debt market
Monthly rebalancing enforces discipline - Automatic reset between equity & debt. Why Invest In
| Sector | Nifty 100 | Nifty Midcap 150 | Nifty LargeMidcap250 |
|---|---|---|---|
| Financial Services | 34.8% | 27.3% | 31.0% |
| Capital Goods | 2.8% | 15.4% | 9.2% |
| Automobile and Auto Components | 7.3% | 8.0% | 7.7% |
| Healthcare | 4.7% | 3.5% | 6.8% |
| Oil, Gas & Consumable Fuels | 9.7% | 3.3% | 6.5% |
| Information Technology | 7.7% | 3.5% | 6.3% |
| Fast Moving Consumer Goods | 6.5% | 4.2% | 5.4% |
| Metals & Mining | 4.9% | 3.3% | 4.1% |
| Consumer Services | 3.0% | 0.7% | 3.6% |
| Telecommunication | 3.8% | 3.1% | 3.5% |
- Largecap - Skewed
Financials (35%), Oil & Gas (10%), and IT (8%) dominate the Nifty 100, indicating high sector concentration.
- Midcap - Thematic
Capital Goods make up 15% of the Midcap150 but are minimal in the Nifty 100. Pure large‑cap exposure misses this.
- Blend = Best of Both
LargeMidcap250 dilutes Financials to 31% and adds Capital Goods (9%), Healthcare (7%), Consumer Services (4%).
Potential to Outperform Active Funds with Lower Volatility
| Period | 70:30 Index Return | 70:30 Std Dev | AHF Category Avg Return | AHF Category Avg Std Dev | BAF Category Avg Return | BAF Category Avg Sth Dev | Laregecap Category Avg Return | Laregecap Category Avg Std Dev |
|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.49% | 7.91% | 13.30% | 8.84% | 12.06% | 7.10% | 15.30% | 11.24% |
| 3 Years | 16.08% | 7.98% | 14.98% | 9.11% | 12.75% | 6.94% | 15.98% | 11.69% |
| 5 Years | 13.15% | 8.51% | 13.05% | 10.01% | 10.44% | 7.07% | 13.01% | 13.01% |
| 10 Years | 14.36% | 9.31% | 13.28% | 11.47% | 11.42% | 8.50% | 14.09% | 15.01% |
- Beats Active AHFs Across All Periods
70:30 index outperforms AHF category by 10-119 bps CAGR across 3, 5, and 10 years. With lower standard deviation than AHF at every horizon.
- Similar returns profile as Large Cap -lesser volatility
3Y and 5Y CAGR competitive. But standard deviation is 35-40% lower - 8.51% vs. 13.01% (5Y) for a smoother investment journey
- The 10-Year risk-reward profile
Over 10 years: 14.36% CAGR at 9.3% Std Dev vs. large cap's 14.09% at 15.0% Std Dev. Significant volatility advantage.
Who Should Invest?
First-Time Equity Investor
Equity upside with sovereign cushionThe 30% G-Sec allocation provides a psychological and financial buffer for investors new to equity volatility. Not 100% exposed to equity volatility — but not stuck in relatively lower debt-like returns either.
Existing Equity Investor
Add stability without sacrificing growthBlending this with a pure equity portfolio reduces overall portfolio volatility by 30-40% with minimal return impact vs large cap. The G-Sec component and rebalancing do the stabilising work automatically.
Investor seeking tax efficient returns
Structured rebalancingRebalancing in the fund is relatively tax and cost efficient. Direct self-reallocation might entail minimum investment, added costs, and time.
Goal-Based Investor (7-10 yr)
Complete portfolio in one instrumentEquity for long-run growth.G-Secs for stability nearing the goal. Systematic rebalancing for discipline. This index is structurally designed for goal-based, long-horizon investing.
Index Methodology
Equity ( Nifty LargeMidcap 250 Index) | Debt ( Nifty 8-13 yr G-Sec Index ) | |||
|---|---|---|---|---|
Universe | 100 Largecap and 150 Midcap companies. | Comprises liquid Government Securities with residual maturity of 8–13 years. | ||
Selection | Constituents drawn from Nifty 100 and Nifty Midcap 150 with weights based on free-float market capitalization. | Selects top 3 bonds by monthly turnover, with minimum ₹5,000 Cr outstanding and defined exclusions. | ||
Weight / Structure | Provides equal 50% allocation to Largecaps and Midcaps. | Bond weights assigned 60% to outstanding amount and 40% to liquidity | ||
Reconstitution & Rebalancing | Constituents reviewed half-yearly and weights rebalanced quarterly. | Reviewed and reweighted on a monthly basis. | ||
Fund details
However, there is no assurance that the investment objective of the scheme will be achieved, and the Scheme does not assure or guarantee any returns.
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FAQs
- An open-ended index scheme replicating Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index aiming to provide returns that closely correspond to the performance of the Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index, subject to tracking errors.The primary objective of the scheme is to generate returns through passive investment in equity and equity related securities and debt securities, replicating the composition of the Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index, subject to tracking errors. However, there is no assurance that the investment objective of the scheme will be achieved.The fund replicates the Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index, which follows a 70:30 ratio, investing 70% in the Nifty LargeMidcap250 Index and 30% in the Nifty 8 to 13 Year G-Sec Index. The index rebalances every month to maintain this mix.The Nifty LargeMidcap 250 reflects the performance of a portfolio of 100 large cap and 150 mid cap companies listed on NSE, represented through the Nifty 100 and the Nifty Midcap 150 index respectively. The aggregate weight of large cap stocks and mid capstocks is 50% each and are reset on a quarterly basis.
- Nifty 8-13 yr G-Sec is constructed using the prices of top 3 (in terms of traded value) liquid Government of India bonds with residual maturity between 8 to 13 years and have outstanding issuance exceeding Rs. 5000 crores. The individual bonds are assigned weights considering the traded value and outstanding issuance in the ratio of 40:60.Investors looking for a single fund that offers equity growth and debt stability can consider this fund. It is suited for those who prefer a passive, low-cost approach without having to actively manage their portfolio. If you want exposure to large and mid-cap stocks alongside the safety of debt.Being a passively managed fund, it comes with a low cost and follows a transparent and straightforward investment approach, taking away the complexity of allocation, selection and timing decisions. It offers diversification by investing in both equity and debt, providing a balanced approach to growth and stability. The defined 70:30 allocation ensures consistent exposure to both asset classes, with the Nifty LargeMidcap250 driving long-term equity growth and the Nifty 8 to 13 Year G-Sec Index providing debt stability. Monthly rebalancing keeps the portfolio aligned with its objective, ensuring the allocation stays on track without any active intervention.
Risk-o-meter
This product is suitable for investors who are seeking*
- Passive investment in equity and equity related securities & debt securities replicating the composition of Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index, subject to tracking errors.
- There is no assurance that the investment objective of the scheme will be achieved.
The risk of the scheme is Very HighNifty LargeMidcap250
Plus 8-13 yr G-Sec 70:30 Index
The risk of the benchmark is Very HighMUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.