Edelweiss Mutual Fund Launches India's First REIT-Oriented Index Fund

Edelweiss Mutual Fund Launches India's First REIT-Oriented Index Fund

• Who: Edelweiss MF launched Edelweiss Nifty REITs & Realty Index Fund - India's first REIT-oriented open-ended passive index fund tracking Nifty REITs & Realty Total Return Index.
• Objective: Low-cost long-term capital appreciation by diversified exposure to listed REITs and real estate companies through single investment.
• Benchmark: Tracks Nifty REITs & Realty TRI currently 60% listed REITs and 40% listed real estate companies, REIT allocation expected to increase as more REITs listed.
• Regulations: Under SEBI regulations, REITs reclassified as equity instruments from Jan 1 2026 and became eligible for equity indices from July 1 2026, while InvITs remain hybrid instruments and cannot be combined with REITs in single passive index fund.
• About REITs: Real Estate Investment Trusts - investment vehicle owning, operating income-generating real estate.
• UPSC Relevance: GS3 - Capital Markets, REITs, SEBI.