Jahnavi Vyas

Business Development Manager at Edelweiss Mutual Fund | CFP, FPSB India | Finance Enthusiast | Travel Freak | Foodie | Dreamer Achiever | Views are Personal.

[Radhika Gupta @iRadhikaGupta]

India’s fertility rate falling below replacement rate should open a new economic conversation.

Replacement rate simply means a country is no longer having enough children to replace its population over time. India still has demographic momentum because we are a young country, but structurally this changes the long-term math of growth.

When fewer children are born, every worker matters more.

Productivity matters more.
Skills matter more.
And female workforce participation matters much more.

But this also creates a tension many developed economies have already experienced:
as women become more educated and participate more in the workforce, fertility rates often fall further.

So the real question is not:
Should women work?

That answer is obvious, economically and socially.

The real question is:
How do we make careers and family sustainable together?

The countries that managed this relatively better did not solve it through rhetoric. They built ecosystems:
childcare, flexible work, shorter commutes, family support systems,
organized care infrastructure.

For years we thought of infrastructure as roads, ports and power. In the next phase of India’s growth, childcare and care infrastructure may become equally important economic infrastructure.

Not just AI. Human participation itself may become one of the biggest growth drivers.

[Radhika Gupta @iRadhikaGupta]

Why buy a SIF? Derivatives, long short, differentiation?

That's all engineering. Finally the answer lies in kitni deti hai or in this case kya deti hai.

SIFs are a way to solve for needs, that perhaps existing solutions can't, and when they do, they are powerful.

My talk @cafemutual

Link: https://t.co/o59nTC73hH

[Radhika Gupta @iRadhikaGupta]

On popular demand, the second fund from Altiva is here. After all the love for Hybrid Long Short which focuses on tax efficient yield, we try to take the category of PMS... and build something more agile and efficient. A unique way to think about the exTop 100 category, by bringing our mid and small cap capabilities to the game.

Launching next month. Read about it here.

[Radhika Gupta @iRadhikaGupta]

Dear Investor,

If you don’t love me at my worst, you won’t experience me at my best.

Cheers,
Equities

(And Marilyn Monroe)

[Radhika Gupta @iRadhikaGupta]

Our new hybrid index fund explained...

[Radhika Gupta @iRadhikaGupta]

Solving 3 problems in 1 fund!

Another first to market offering from Edelweiss MF - India's first ever hybrid index fund. Open now.

For more information please get in touch with your MFD.

[Radhika Gupta @iRadhikaGupta]

I don't know whether this is the best or worst time to launch a new fund. But for a number of years, we have got requests for a simple passive hybrid fund. So here it is.

India's first Hybrid Index Fund.

By @EdelweissMF. For those who want it all in one place.

[Radhika Gupta @iRadhikaGupta]

It's online! Our Greater China fund - GIFT city - is now available to invest online. This feeds into the same fund as our local Edelweiss Greater China Fund. Investments start at 5000 USD.

Do visit the link below and click invest now. If you need any help pls connect with @EdelweissMF

Link: https://t.co/UDk9xlUqgL

[Radhika Gupta @iRadhikaGupta]

Exams don’t define your future - your mindset does.

The Pariksha Pe Charcha 2026 teaser is out and truly inspiring, featuring Hon’ble PM Shri @narendramodi ji.

👉 Don’t forget to watch the episode on @narendramodi’s YouTube channel and be sure to catch #ParikshaPeCharcha2026

[Radhika Gupta @iRadhikaGupta]

The 50-50 story.

Our most basic innovation, the 50-50 Gold-Silver FoF, was the first (Sep 2022) and now the largest in this category. The idea: build a large (gold) and mid (silver) cap fund of precious metals. Combine the stability of gold and upside of silver, use it for SIP and asset allocation, and launch it when last returns look poor. Read more in this analysis.

https://t.co/LEEJENdPn3

[Partha, SEBI RIA @partha0799]

Altiva back tested for 2 years data is available in their pdf.

But here’s a comparison shared with me.

Great job so far: @iRadhikaGupta @EdelweissMF

Good alternative to Arbitrage funds with higher risk, slight higher return too.

[Jahnavi Vyas @Jahnavi2201]

@ChitaliaNikhil @iRadhikaGupta @avasthiniranjan Hi, Kindly DM for further details.

[Radhika Gupta @iRadhikaGupta]

The details are here. Since there are so many queries about Altiva Hybrid Long Short Fund, a preview.

- Arb + debt core, with special sits
- Consistent income, low vol and tax efficiency
- All weather fund run by one of the oldest arbitrage teams in the biz

Opening 1st Oct.

[Neil Borate @ActusDei]

GIFT is opening doors to India. Different AMCs, different routes. AIFs feeding in:
1) Single fund
2) Multiple funds, same AMC
3) Multiple funds, multiple AMCs (open plan).
Last is smartest. Rebalancing with no constraints and no tax.
Story by @PosteAnil https://t.co/AM3XQV4FoH

[Radhika Gupta @iRadhikaGupta]

I am delighted to share that Westbridge Capital is acquiring a 15% stake in Edelweiss MF.  This is a special milestone - a vote of confidence in both what we have built and the dreams we have for the future.  The detailed press release is below.

Thank you all for your love and support over so many years to team @EdelweissMF.

Press release: https://t.co/SYOvorJN05

[Radhika Gupta @iRadhikaGupta]

It was a pleasure to meet Honourable Finance Minister today, and also present her a copy of Mango Millionaire. Her passion for financial literacy, particularly among our youth, is extremely inspiring.
@nsitharamanoffc

[Radhika Gupta @iRadhikaGupta]

यह कहाँ आ गए हम, यूँ ही साथ साथ चलते

Delighted to share that Edelweiss Mutual Fund won the Asset Manager of Year at the Morninstar Awards for Investing Excellence.  We also won the best Mid/Smallcap Fund of the Year.

Delivering good outcomes for investors is at the heart of everything we do, and this recognition means the world to us.  For a young brand that has fought it's way to be here, it is huge encouragement to keep working hard and building the right way. 

On behalf of all of us, a huge thank you to every investor who has trusted us with their money and every distributor who has been a partner in our journey.  You make us who we are and you make us  better.

[Radhika Gupta @iRadhikaGupta]

Since we are all trying to decipher whether to stop, start, time or play the dip, on something as simple as a SIP, some interesting data that may help. From team @EdelweissMF

[Radhika Gupta @iRadhikaGupta]

The SIP was meant to be a simple savings-investment instrument for the common person. A fill it, shut it, forget it one because most people struggle to markets, market caps and SIPs.

Here are 4 things investors may want to remember in this debate about mid-cap small-cap SIPs:

1. Everything including mid and small is good in balance. Even an average flexi cap fund has 30% allocation to this category.
2. If you look at the returns of anything from the top of the cycle to the bottom (e.g. 2006 to 2013), they will not look pleasant.
3. Liquidity is very important and can be managed. We have disclosed liquidity numbers in our funds well before regulators asked and maintain this liquidity, without taking cash calls or holding a lot of large cap.
4. The critical thing that no one can disagree about is that the key to making money is to hold on to SIPs for a long time. 10 years. More.

Our EW midcap fund was launched in 2007 (acquired from JPM). Here are the rolling 10 year lumpsum returns, the minimum return is 10%. The minimum SIP return is 8%. Regular plan.

Nothing can convince me these are bad numbers. And btw, no negative returns in 10 years. I would post small cap, but we launched only in 2018.

Don't fall for fear mongering or 10 day debates. Focus on finding a good manager and holding for 10 years, in a sensible balanced way.

Disclaimers:
https://t.co/sn9DF41VMN

[Radhika Gupta @iRadhikaGupta]

Since we are getting so many questions, a short note on China and our fund (which yes is open for investments).

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