Edelweiss Mutual Fund announces restriction on fresh subscription in 7 funds

Edelweiss Mutual Fund has suspended the new subscription i.e fresh monthly Systematic Investment Plan (SIP) and monthly Systematic Transfer Plan (STPs) in its seven funds with effect from the close of business hours of July 10, 2026.

The fund house said that existing systematic transactions viz. SIPs/ STPs etc. will remain unaffected.

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The seven funds include Edelweiss ASEAN Equity Off-shore Fund, Edelweiss Greater China Equity Off-shore Fund, Edelweiss US Technology Equity Fund of Fund, Edelweiss Emerging Markets Opportunities Equity Offshore Fund, Edelweiss Europe Dynamic Equity Offshore Fund, Edelweiss US Value Equity Off-shore Fund, and Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund.

Among these seven funds, six are international funds and Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund is a sectoral or thematic fund.

The fund house further informed that the AMC’s available headroom for overseas investment, as per the mutual fund level limit set on February 1, 2022, is now nearing its threshold.

Earlier investors vide notice cum addendum dated October 13, 2025 were informed about the limit of subscriptions in these schemes of Edelweiss Mutual Fund with new systematic transactions viz., monthly Systematic Investment Plan (SIP) and monthly Systematic Transfer Plan (STPs) capped at maximum Rs 5,000 per PAN per day.

Pursuant to the above, necessary changes will be carried out in the relevant sections of the SID/KIM of the designated schemes as mentioned above of the Mutual Fund. This notice-cum-addendum shall form an integral part of the SID / KIM / SAI of the schemes as amended from time to time and shall override the conflicting provisions, if any, in this regard. All the other provisions of the SID / KIM / SAI of the Schemes except as specifically modified herein above will remain unchanged.

Edelweiss ASEAN Equity Off-shore Fund and Edelweiss Greater China Equity Off-shore Fund had an AUM of Rs 151 crore and Rs 3,250 crore respectively. Edelweiss US Technology Equity Fund of Fund and Edelweiss Emerging Markets Opportunities Equity Offshore Fund had an AUM of Rs 4,556 crore and Rs 250 crore respectively.

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Edelweiss Europe Dynamic Equity Offshore Fund and Edelweiss US Value Equity Off-shore Fund had an AUM of Rs 250 crore and Rs 223 crore respectively. Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund had an AUM of Rs 178 crore.

Earlier this year, the fund house announced that its equity assets under management (AUM) have crossed the Rs 1 lakh crore milestone.

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