Edelweiss Bharat Bond FOF – April 2025 to Merge with Bharat Bond FOF – April 2030

Edelweiss Mutual Fund has announced that Bharat Bond FOF – April 2025 will merge into Bharat Bond FOF – April 2030, effective April 16, 2025. Following the merger, Bharat Bond FOF – April 2025 will no longer exist, and its investors will become unitholders of Bharat Bond FOF – April 2030.

Impact on Investors

As a result of this merger, unitholders of Bharat Bond FOF – April 2025 will automatically have their holdings transferred to Bharat Bond FOF – April 2030. This will extend the maturity period of their investment by five years, shifting the investment horizon from 2025 to 2030.

Exit Option Available

Investors who do not wish to continue with the new scheme have the option to exit. They can redeem or switch their units without any exit load during the exit window, which will be open from March 12, 2025, to April 11, 2025. After this period, the merger will proceed, and investments will be moved to the new fund.

Merger Details and Rationale

Bharat Bond FOFs invest in Bharat Bond ETFs, which track fixed-maturity PSU bond indices. The merger is part of a restructuring process, consolidating funds to manage investments more efficiently. Investors who remain in the scheme will now be part of a fund maturing in 2030 instead of 2025.

Conclusion 

• March 12 – April 11, 2025: Exit window for investors
• April 16, 2025: Merger takes effect

Unitholders who do not take any action before April 11, 2025, will automatically have their investments transferred to Bharat Bond FOF – April 2030.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.