Built for India’s Growing REIT Opportunity
~60%Indian REITs
~40%Realty Stocks
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Edelweiss REITs & Realty Index Fund
The index’s allocation to REITs will increase over time as and when more REITs are listed and become eligible for inclusion in the Nifty REITs & Realty Index, in line with the index methodology.
REITs Structure
(source: edelweissmf.com)
Understanding the Structure of REITs
Learn how REITs work?
WHAT IS A REIT?
A SEBI-regulated structure that converts income-generating real estate into listed, tradable units offering regular distributions.
WHY IT EXISTS?
Real estate is capital-intensive, illiquid and operationally complex. A REIT pools institutional-quality assets under professional management and provides investors with liquid access, mandated distributions and regulated governance and disclosures.
REITS VS REAL ESTATE
(source: edelweissmf.com)
Return History at a Glance
Trailing Performance
| Period | Nifty REITs & Realty TRI | Nifty Realty TRI | REITs^ (Total Returns) |
|---|---|---|---|
| Since Inception (July 01, 2021) | 18.4% | 21.4% | 14.4% |
| 3Y | 20.4% | 20.0% | 20.9% |
Standard Deviation Performance
| Period | Nifty REITs & Realty TRI | Nifty Realty TRI | REITs^ (Total Returns) |
|---|---|---|---|
| Since Inception (July 01, 2021) | 13.9% | 28.0% | 10.9% |
| 3Y | 13.7% | 27.4% | 10.2% |
Calendar Year Performance
| Year | Nifty REITs & Realty Index | Nifty Realty TRI | REITs^ (Total Returns) |
|---|---|---|---|
| 2021 (Jul-Dec’21) | 25.2% | 41.6% | 11.7% |
| 2022 | 1.0% | -10.5% | 5.5% |
| 2023 | 28.9% | 82.0% | 3.7% |
| 2024 | 25.5% | 34.8% | 18.1% |
| 2025 | 9.1% | -16.3% | 30.4% |
| 2026TD | 5.8% | 3.0% | 5.5% |
Note : The Return for calendar year 2021 has been calculated from July 01, 2021
