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Edelweiss Asset Management Company (AMC) has announced notice cum addendum to the Scheme Information Document (SID) and Key Information Memorandum (KIM) of schemes of Edelweiss Mutual Fund.

Edelweiss Mutual Fund has informed that further to notices dated May 30, 2017, February 26, 2020 and December 8, 2021, the provision with respect to restriction on subscriptions from United States Persons (‘US Persons’, as defined under the extant laws of United States of America) as stated under the section ‘Who Cannot Invest’ in the SID of the all the Schemes of Edelweiss Mutual Fund, shall stand modified to the following extent with effect from March 22, 2024: United States Person as defined under the extant laws of the United States of America, are not eligible to invest in the Scheme(s) of the Fund except for the following: Non?resident Individuals (NRIs) / Persons of Indian Origin (PIOs) NRIs/PIOs may invest in the Scheme(s) of the Fund, when present in India, as lump?sum subscription, switch transaction and systematic transactions (including SIP/STP/SWP), on submission of such additional documents/undertakings, as may be stipulated by the AMC/Trustee from time to time and subject to compliance with all applicable laws and regulations prior to investing in the Scheme(s). Moreover, The application form(s) for transactions (in non?demat mode) from NRIs / PIOs for the United States will be accepted and   such transactions will also be accepted through Distributors of the AMC subject to receipt of such additional documents/undertakings, etc., as may be stipulated by AMC / Trustee from time to time.  

This notice-cum-addendum forms an integral part of the SID, KIM and SAI of the schemes of the Fund as amended from time to time. All other features and terms & conditions shall remain unchanged.