---
title: "印度首个被动混合型共同基金产品的推出障碍已被清除"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/278920119.md"
description: "Edelweiss MF 将于 3 月 18 日推出印度首个被动混合型共同基金——Nifty LargeMidcap250 Plus 8-13 年期国债 70:30 指数基金。这标志着被动投资产品向混合领域的扩展，该领域正在快速增长，截至 2026 年 2 月管理资产超过 11 万亿印度卢比。该基金结合了股票和债务投资，提供了较低的费用比率和相较于主动基金的透明度等优势。此次推出遵循了印度证券交易委员会的指导方针，允许此类基金的设立，而 Nifty 8-13 年期国债指数是第一个满足所需管理资产门槛的指数"
datetime: "2026-03-12T05:43:08.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/278920119.md)
  - [en](https://longbridge.com/en/news/278920119.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/278920119.md)
---

# 印度首个被动混合型共同基金产品的推出障碍已被清除

The passive space has so far been limited to equity, debt and commodities. The Securities and Exchange Board of India (Sebi) had first announced the plans to allow passive hybrid funds in 2024. While the final guidelines came in December 2025, launches were not possible until recently as no debt index met the regulator’s minimum assets under management (AUM) requirement of ₹5,000 crore. The Nifty 8-13 year G-Sec index is the first constant duration index to cross the threshold.

The hybrid space is the fastest growing MF segment after precious metal offerings in the past year. Hybrid funds were managing over ₹11 trillion as of February 2026. The passive offerings, according to experts, will have an advantage over the existing active funds on some accounts like lower expense ratio and transparency.

Fund houses can launch up to three passive hybrid funds with varying equity and debt exposure. These include balanced funds (40-60 per cent equity and 40-60 per cent debt), equity-oriented funds (65-80 per cent equity and 20-35 per cent debt), and debt-oriented funds (65-80 per cent debt and 20-35 per cent equity).

“It (Nifty LargeMidcap250 Plus 8–13 yr G-Sec 70:30) is the first hybrid passive product in India, combining simplicity and innovation to solve a customer need that has remained unaddressed for decades. With two powerful asset classes and a disciplined allocation framework, this fund can work across market cycles to deliver a smoother investing experience for many investors," said Radhika Gupta, MD & CEO, Edelweiss MF.

The scheme is set to launch on March 18.

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