Edelweiss NFO

The Edelweiss NFO introduces a fresh investment solution for investors seeking long-term growth within a Unit Linked Insurance Plan (ULIP) framework. As a new fund offering, it allows participants to invest at the initial stage at a fixed unit price, gaining early access to a professionally managed portfolio that combines insurance protection with market-linked returns. Investors can leverage this exclusive subscription window to position themselves at the forefront of India's evolving investment landscape.

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Plans starting from ₹1000/month
Bajaj Allianz life insurance
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ICICI Prudential Life Insurance Company
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tata aia life insurance
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Investment Plans
  • money
    Generate wealthEarn 1 Cr# in maturity with Zero LTCG tax
  • tax
    Double tax savings^On premiums (under 80C) and on maturity (under 10(10D))
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    Compare & Choose 30+ Plans and 150+ Fund options

Key Features of Edelweiss NFO

  • Caters to investors looking for integrated insurance and market-linked investment.

  • Investment at a fixed unit price (generally ₹10 per unit) is available during the NFO subscription window.

  • Diversified portfolio approach, allocating funds across equity and fixed income instruments to balance risk and return.

  • Professionally managed by Edelweiss’s experienced investment team, ensuring active portfolio management.

  • Offers tax benefits under Section 80C and Section 10(10D) on premiums and maturity proceeds, respectively.

Benefits of Investing in Edelweiss NFO

  • Opportunity for early entry at the ground level, maximizing unit accumulation for initial investors.

  • Edelweiss Tokio investment plans combine the benefits of insurance protection and wealth creation through ULIP structure.

  • Access to emerging investment themes (such as technology or consumption) chosen by the fund.

  • Long-term growth potential powered by market trends and expert fund management.

  • Risk management through diversified portfolio and insurance cover.

FAQs

  • Who can invest in the Edelweiss ULIP NFO?

    Any Indian resident meeting basic KYC and age eligibility criteria can subscribe during the NFO window.
  • Is the ULIP NFO risky?

    The ULIP carries market risks similar to equity and debt funds, but investment choices and life cover help manage overall risk.
  • What is the lock-in period for Edelweiss ULIP NFO?

    ULIPs generally have a 5-year lock-in period before partial withdrawals or fund access is allowed.

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˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in
*Past 10 Year annualised returns as on 01-04-2026
*All savings plans are provided by the insurer as per the IRDAI approved insurance plan. Tax benefit is subject to changes in tax laws. Standard T&C Apply
^The tax benefits under Section 80C allow a deduction of up to ₹1.5 lakhs from the taxable income per year and 10(10D) tax benefits are for investments made up to ₹2.5 Lakhs/ year for policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
¶Long-term capital gains (LTCG) tax (12.5%) is exempted on annual premiums up to 2.5 lacs.
**Returns are based on past 10 years' fund performance data (Fund Data Source: Value Research).

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