NFO Period: 10th Dec - 24th Dec, 2024
Join the
Mega Trend in Investing!
with Edelweiss BSE Capital Markets & Insurance ETF
(An open-ended exchange traded scheme replicating/tracking BSE Capital Markets & Insurance Total Return Index.)
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Mega Forces In Favour Of India’s Wealth Creation Journey

India stands at a historic inflection point, powered by three transformative mega forces reshaping its economic landscape. The world's largest population, over 1 billion working-age citizens by 2030, a digital revolution reaching 1 billion internet users, and a rapidly expanding middle income and above households projected to reach 25+ crore, are set to propel India’s long-term wealth creation journey. With the listed Financial Markets space set to expand, the Edelweiss BSE Capital Markets & Insurance ETF offers you the opportunity to invest in the engines driving India’s wealth creation journey: Capital Markets and Insurance.

Edelweiss BSE Capital Markets & Insurance ETF will invest in all the constituents of the BSE Capital Markets & Insurance Index in same proportion as the index.

India 2030
The Growth Trinity: Youth + Digital + Prosperity
  • Largest working age population

    1 billion working age population

    Under 35 years median age

  • Digital savvy

    80% of the population smart phone users

    1 bn internet users

  • Growing prosperity

    2X growth i.e., USD 5,000 per capita GDP

    25 cr middle income and above households

Source: CLSA, United Nations World Population Prospects, internal analysis, BCG, UBS Wealth report. Middle Income- INR 7.5L- 15L, Upper Middle Income- INR 15L-30L, Affluent- >INR 30L.

Large-Scale Operations Of India’s Financial Markets

Every day in India’s Capital market


Every day in India’s Insurance market
Source: BSE, NSE, NSDL, CDSL, AMFI, Internal Research; Handbook on Indian Insurance Statistics FY’23, Investor Presentation, IRDAI Annual reports. Note: Figures are rounded off for ease of reference. Data for FY 2023-24.

Index Constituents

Index Performance

Index Methodology

Constituent Selection
Source: BSE. Data as on 31st Oct 2024. Past performance may or may not be sustained in future; Inception Date of BSE Capital Markets & Insurance is 18th June, 2018.
Note : * applied at each calendar quarter end effective as of market open on the Monday following the third Friday of March, June, Sep, and Dec, respectively.

Key Fund Terms

  • Scheme Type

    An open-ended scheme replicating/tracking BSE Capital Markets & Insurance TRI

    Benchmark

    BSE Capital Markets & Insurance TRI

    NAV/unit size

    1/100th value of the BSE Capital Markets & Insurance Index

  • Minimum Application

    During the NFO: Minimum subscription amount of Rs. 5,000 and in multiples of Re. 1 thereafter. There is no upper limit. Units will be allotted in whole figures and the balance amount will be refunded.

    Ongoing basis: Units can be subscribed/ redeemed (in lots of 1 Unit) during the trading hours on all trading days on NSE and BSE on which the units are listed.

    Large investors can make application for subscription/ redemption directly with the AMC in Creation unit size (25,000 units) pursuant to minimum requirement of Rs. 25 Crore.

Fund Manager
  • Mr. Bhavesh Jain

    Bhavesh started his career with Edelweiss Asset Management in January 2008 and has over 15 years of rich experience in the financial markets. He had joined in the Low Risk Trading team which is responsible for looking at arbitrage between SGX Nifty and NSE Nifty along with normal cash-future and index arbitrage. Today, he’s the Fund Manager with us managing several funds which are part of Risk Adjusted Returns Strategies in addition to ETFs. With a Masters in Management Studies in Finance from N.L. Dalmia Institute – Mumbai University he strongly believes that one should keep it simple, honest and most importantly Real!

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Edelweiss BSE Capital Markets & Insurance ETF Product Information Video

Product Literature

FAQ's

Edelweiss BSE Capital Markets & Insurance ETF is an open-ended exchange traded scheme replicating/tracking BSE Capital Markets & Insurance Total Return Index. It invests in stocks belonging to industries ‘Capital Markets’ and ‘Insurance’.

Investors seeking long-term growth through exposure to India's capital markets and insurance sectors should consider investing in Edelweiss BSE Capital Markets & Insurance ETF. It is suitable for diversified investment goals.

Thematic ETF investments involve risks such as concentration in specific sectors or themes and market fluctuations. While they offer growth potential, their performance depends on theme trends, requiring investors to carefully assess their risk tolerance and investment horizon.

ETFs do not offer SIP facilities. However, investors can create a disciplined ETF investment strategy by manually investing at regular intervals, leveraging the ETF benefits of diversification and rupee cost averaging to optimize returns.

Thematic ETFs offer focused ETF investment opportunities in emerging sectors or themes. Key ETF benefits include portfolio diversification, cost-effectiveness, and the potential to capitalize on long-term growth trends, making them ideal for informed, trend-focused investors.

To invest in Edelweiss BSE Capital Markets & Insurance ETF, visit Edelweiss website or approach authorized distributors or points of acceptance. Complete the application form, provide demat account details, and submit your investment request during NFO period. Post-NFO you can purchase the ETF units directly from stock exchanges through you Demat account.

These Products is suitable for investors who are seeking:

  • Long term capital appreciation
  • Returns that are in line with performance of the BSE Capital Markets & Insurance Total Return Index, Subject to tracking errors.
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Edelweiss BSE Capital Markets &
Insurance ETF The risk of the scheme is Very High
BSE Capital Markets &
Insurance TRI The risk of the benchmark is Very High
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