Edelweiss Nifty REITs & Realty Index Fund
NFO PERIOD

05TH – 19TH AUGUST 2026

9 DAYS LEFT

From skyline to portfolio.

The new way to invest in Indian Real Estate.

Invest Now
From skyline to portfolio.
India's first REITs based Index Fund

Edelweiss Nifty REITs & Realty Index Fund

(An open-ended scheme replicating/tracking Nifty REITs & Realty Total Return Index)

FUND ALLOCATION

Built for India's Growing REIT Opportunity

~60%Indian REITs
+
~40%Realty Stocks
=
Edelweiss REITs & Realty Index Fund

The index's allocation to REITs will increase over time as and when more REITs are listed and become eligible for inclusion in the Nifty REITs & Realty Index, in line with the index methodology.

The index's allocation to REITs will increase over time as and when more REITs are listed and become eligible for inclusion in the Nifty REITs & Realty Index, in line with the index methodology.

REITs Structure

Understanding the Structure of REITs

Learn how REITs work?

Understanding the structure of REITs

WHAT IS A REIT?

A SEBI-regulated structure that converts income-generating real estate into listed, tradable units offering regular distributions.

WHY IT EXISTS?

Real estate is capital-intensive, illiquid and operationally complex. A REIT pools institutional-quality assets under professional management and provides investors with liquid access, mandated distributions and regulated governance and disclosures.

Understanding the structure of REITs
REITS VS REAL ESTATE

How are REITs different from Real Estate?

REITs offer the returns of real estate with the convenience of equity - lower capital, higher liquidity, professional management

ASPECT
REITs
DIRECT REAL ESTATE
Capital
Very Low
Very High
Liquidity
Tradable on Exchange
Highly Illiquid
Transaction Cost
Very Low
Very High
Diversification
Spread across geographies & tenants - eliminates concentration risk
Concentrated due to capital constraints
Control
Professionally Managed
Direct Control
CAPITAL
REITS
Very Low
DIRECT REAL ESTATE
Very High
LIQUIDITY
REITS
Tradable on Exchange
DIRECT REAL ESTATE
Highly Illiquid
TRANSACTION COST
REITS
Very Low
DIRECT REAL ESTATE
Very High
DIVERSIFICATION
REITS
Spread across geographies & tenants - eliminates concentration risk
DIRECT REAL ESTATE
Concentrated due to capital constraints
CONTROL
REITS
Professionally Managed
DIRECT REAL ESTATE
Direct Control
PERFORMANCE

Return History at a Glance

Trailing Performance

PeriodNifty REITs & Realty TRINifty Realty TRIREITs^ (Total Returns)
Since Inception (July 01, 2021)18.4%21.4%14.4%
3Y20.4%20.0%20.9%

Standard Deviation Performance

PeriodNifty REITs & Realty TRINifty Realty TRIREITs^ (Total Returns)
Since Inception (July 01, 2021)13.9%28.0%10.9%
3Y13.7%27.4%10.2%

Calendar Year Performance

YearNifty REITs & Realty IndexNifty Realty TRIREITs^ (Total Returns)
2021 (Jul-Dec'21)25.2%41.6%11.7%
20221.0%-10.5%5.5%
202328.9%82.0%3.7%
202425.5%34.8%18.1%
20259.1%-16.3%30.4%
2026TD5.8%3.0%5.5%

Note : The Return for calendar year 2021 has been calculated from July 01, 2021

Source: NSE, Bloomberg | Data as on 31st July 2026. Past performance may or may not be sustained in the future. ^Calculated using quarterly rebalancing & equal weighting at every rebalance.

Fund Details

Scheme Type : An open-ended scheme replicating/tracking Nifty REITs & Realty Total Return Index

Investment Objective

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 the Scheme will be achieved.

Category of the Scheme
Index Funds
NFO Period
05th August, 2026 to 19th August, 2026
Minimum NFO Subscription
Minimum of Rs. 100/- and multiples of Re. 1/- thereafter.
Expense Ratio (BER/TER)
Maximum upto 0.90%
Exit Load
Nil

Fund Manager(s)

Mr. Bharat Lahoti

Mr. Bharat Lahoti

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Ms. Manasi Jalgaonkar

Ms. Manasi Jalgaonkar

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HELP & SUPPORT

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FAQ'S

Frequently Asked Questions

Everything investors most commonly ask about the Edelweiss Nifty REITs & Realty Index Fund.

Real Estate Investment Trusts (REITs) are pooled investment vehicles like mutual funds that own or operate income generating real estate, allowing investors to earn a share of income produced without directly owning / buying the properties

Risk-o-meter

Investment Objective*:

  • Long-term capital appreciation
  • Returns that are in line with the performance of the Nifty REITs & Realty Total Return Index, subject to tracking errors.

* Investors should consult their financial advisors if in doubt about whether the product is suitable for them

Edelweiss Nifty REITs & Realty Index Fund - The risk of the scheme is Very High
Benchmark Riskometer - Nifty REITs & Realty Total Return Index - The risk of the benchmark is Very High

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.