Edelweiss Launches India’s First REITs & Realty Index Fund

Edelweiss Asset Management Company Ltd (Edelweiss MF) launched India’s first REIT-based index fund, the Edelweiss Nifty REITs & Realty Index Fund, on August 5, 2026. This open-ended scheme aims to provide diversified, tax-efficient exposure to the nation’s listed real estate sector.

The New Fund Offer (NFO) for this index fund opened on August 5 and is slated to conclude on August 19, 2026. Bharat Lahoti and Manasi Jalgaonkar will manage the fund, which seeks to replicate the Nifty REITs & Realty Total Return Index (TRI).

Fund Structure and Allocation

• NFO Period: August 5 to August 19, 2026
• Fund Managers: Bharat Lahoti, Manasi Jalgaonkar
• Underlying Index: Nifty REITs & Realty Total Return Index (TRI)
• Current Index Allocation: Minimum 60% to listed REITs, with the remainder in listed real estate companies.
• Future REIT Allocation: The index methodology permits increasing REIT allocation up to 100% as the eligible listed REIT universe expands.

Edelweiss MF noted the strategic timing of the launch, attributing it to robust long-term structural trends supporting India’s real estate sector. These include accelerating urbanization, substantial infrastructure development, and a consistent demand for Grade A commercial assets.

Strategic Investment Benefits

Radhika Gupta, MD & CEO of Edelweiss Asset Management Company Ltd, stated the fund democratizes access to quality, income-generating real estate assets. She highlighted its low-cost and accessible investment solution, which expands investment opportunities and aids portfolio diversification.

• Combines the income potential of commercial real estate with the growth prospects of real estate businesses.
• Offers advantages over direct real estate ownership, including enhanced liquidity and lower entry barriers.
• Provides professional management and diversification across assets, tenants, and geographies.
• Integrates these benefits within a convenient mutual fund structure.

The scheme is specifically designed for investors targeting long-term capital appreciation from securities covered by the Nifty REITs & Realty Total Return Index (TRI). Consulting a financial advisor remains a recommended step for potential investors.