MUTUAL FUNDS
Edelweiss Asset Management informs about limit on subscriptions in designated schemes
Oct-15-2025

Edelweiss Asset Management has announced addendum to the Scheme Information Document (SID), Key Information Memorandum (KIM) and Statement of Additional Information (SAI) of the Schemes of Edelweiss Mutual Fund.

Edelweiss Mutual Fund has informed that vide notice cum addendum dated August 13, 2025 were informed about the limit of subscriptions in few schemes of Edelweiss Mutual Fund pursuant to SEBI letter no. SEBI/HO/OW/IMD-II/DOF3/25095/2022 dated June 17, 2022 which clarified that mutual funds can resume subscriptions and make investments in overseas fund / securities up to head room available without breaching the overseas investment limits as of February 1, 2022 at mutual fund level.

AMC has informed that the it's available headroom for overseas investment, as per the mutual fund level limit set on February 1, 2022, is now nearing its threshold and hence it is decided to discontinue the new lump sum investment, switch-ins in the following schemes of Edelweiss Mutual Fund with effect from October 16, 2025. The new systematic transactions, monthly Systematic Investment Plan (SIP) and monthly Systematic Transfer Plan (STPs) will be capped at maximum INR 5,000 per PAN per day with effect from the Effective date. This restriction will be applicable based on the transaction reporting date. Further, transactions reported till October 15, 2025 before cut-off time including switches where switch-in scheme is any of the below will not be considered for such limit restriction. The existing systematic transactions, SIPs/ STPs etc. will remain unaffected.

1. Edelweiss ASEAN Equity Off-shore Fund 2. Edelweiss Greater China Equity Off-shore Fund 3. Edelweiss US Technology Equity Fund of Fund 4. Edelweiss Emerging Markets Opportunities Equity Offshore Fund 5. Edelweiss Europe Dynamic Equity Offshore Fund 6. Edelweiss US Value Equity Off-shore Fund 7. Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund.  

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.



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