--- title: "印度首個被動混合型共同基金產品的推出障礙已被清除" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/278920119.md" description: "Edelweiss MF 將於 3 月 18 日推出印度首個被動混合型共同基金——Nifty LargeMidcap250 Plus 8-13 年期國債 70:30 指數基金。這標誌着被動投資產品向混合領域的擴展，該領域正在快速增長，截至 2026 年 2 月管理資產超過 11 萬億印度盧比。該基金結合了股票和債務投資，提供了較低的費用比率和相較於主動基金的透明度等優勢。此次推出遵循了印度證券交易委員會的指導方針，允許此類基金的設立，而 Nifty 8-13 年期國債指數是第一個滿足所需管理資產門檻的指數" 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) --- # 印度首個被動混合型共同基金產品的推出障礙已被清除 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. ### 相關股票 - [NFTY.US](https://longbridge.com/zh-HK/quote/NFTY.US.md) - [GIND.US](https://longbridge.com/zh-HK/quote/GIND.US.md) - [NDIA.AU](https://longbridge.com/zh-HK/quote/NDIA.AU.md) - [IND.US](https://longbridge.com/zh-HK/quote/IND.US.md) ## 相關資訊與研究 - [日本 30 年期國債需求跌至 1 年新低 市場憂慮通膨與央行政策轉向](https://longbridge.com/zh-HK/news/289279298.md) - [印度資料中心投資熱潮帶動商機 日立能源瞄準 30% 市場支出份額](https://longbridge.com/zh-HK/news/288215835.md) - [日本 10 年期國債收益率上漲 5 個基點至 2.715% 受美聯儲加息預期影響](https://longbridge.com/zh-HK/news/288999408.md) - [油價走高，印度盧比前景如何？](https://longbridge.com/zh-HK/news/288155108.md) - [油價走高，印度盧比前景如何？](https://longbridge.com/zh-HK/news/288155136.md)