What Is New Fund Offer?
A New Fund Offer (NFO) is the initial launch of a mutual fund scheme by an asset management company. It allows investors to buy units at a fixed price before the fund starts regular trading in the market.
List Of Upcoming NFO In March 2025
Here’s a table showcasing the stocks with the Upcoming NFO in March 2025:
Scheme Name | Type | Open Date | Close Date |
Kotak Nifty Commodities Index Fund | Open Ended | 17-Feb-2025 | 03-Mar-2025 |
Axis Nifty AAA Bond Financial Services – Mar 2028 Index Fund | Open Ended | 27-Feb-2025 | 04-Mar-2025 |
WhiteOak Capital Equity Savings Fund | Open Ended | 25-Feb-2025 | 05-Mar-2025 |
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund | Open Ended | 21-Feb-2025 | 05-Mar-2025 |
Bandhan CRISIL-IBX 10 90 Gilt Plus SDL Index – Dec 2029 Fund | Open Ended | 25-Feb-2025 | 05-Mar-2025 |
Franklin India Low Duration Fund | Open Ended | 25-Feb-2025 | 05-Mar-2025 |
Mirae Asset BSE Select IPO ETF | Open Ended | 24-Feb-2025 | 05-Mar-2025 |
Mirae Asset BSE 200 Equal Weight ETF | Open Ended | 24-Feb-2025 | 05-Mar-2025 |
Helios Mid Cap Fund | Open Ended | 20-Feb-2025 | 06-Mar-2025 |
Motilal Oswal Active Momentum Fund | Open Ended | 24-Feb-2025 | 10-Mar-2025 |
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund | Open Ended | 25-Feb-2025 | 10-Mar-2025 |
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund | Open Ended | 25-Feb-2025 | 11-Mar-2025 |
Mirae Asset BSE Select IPO ETF Fund of Fund | Open Ended | 25-Feb-2025 | 11-Mar-2025 |
Introduction of Upcoming NFO 2025
Kotak Nifty Commodities Index Fund
Kotak Nifty Commodities Index Fund is an open-ended index fund aiming to deliver returns in line with its underlying index, subject to tracking errors. Managed by experienced professionals, it carries a very high-risk rating. The fund has no entry or exit load and requires a minimum investment of ₹100.
Axis Nifty AAA Bond Financial Services – Mar 2028 Index Fund
Axis Nifty AAA Bond Financial Services – Mar 2028 Index Fund is an open-ended index fund targeting returns aligned with the Nifty AAA Financial Services Bond Mar 2028 Index. With moderate risk, no entry or exit load, and a ₹5,000 minimum investment, it offers a structured debt investment option.
WhiteOak Capital Equity Savings Fund
WhiteOak Capital Equity Savings Fund is an open-ended hybrid fund aiming for capital appreciation through investments in equities, arbitrage opportunities, and debt instruments. With a moderately high-risk rating, it has a 0.25% exit load (if redeemed within 7 days) and a minimum investment requirement of ₹500.
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund is an open-ended debt index fund aiming to generate returns aligned with the CRISIL-IBX Financial Services 3-6 Months Debt Index. With low to moderate risk, no entry or exit load, and a ₹100 minimum investment, it offers short-term debt exposure.
Bandhan CRISIL-IBX 10 90 Gilt Plus SDL Index – Dec 2029 Fund
Bandhan CRISIL-IBX 10 90 Gilt Plus SDL Index – Dec 2029 Fund is an open-ended index fund aiming to track the CRISIL-IBX 10:90 Gilt + SDL Index – Dec 2029. With moderate risk, no entry or exit load, and a ₹1,000 minimum investment, it offers a structured long-term debt investment option.
Franklin India Low Duration Fund
Franklin India Low Duration Fund is an open-ended debt fund targeting income generation by investing in debt and money market instruments with a Macaulay duration of 6 to 12 months. With moderate risk, no entry or exit load, and a ₹5,000 minimum investment, it offers a balanced short-term investment option.
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Select IPO ETF is an open-ended index fund aiming to mirror the performance of the BSE Select IPO Total Return Index. With very high risk, no entry or exit load, and a ₹5,000 minimum investment, it offers investors exposure to newly listed companies.
Mirae Asset BSE 200 Equal Weight ETF
Mirae Asset BSE 200 Equal Weight ETF is an open-ended index fund designed to track the BSE 200 Equal Weight Total Return Index. With very high risk, no entry or exit load, and a ₹5,000 minimum investment, it provides diversified exposure across 200 companies.
Helios Mid Cap Fund
Helios Mid Cap Fund is an open-ended mid-cap equity fund focused on long-term capital appreciation through investments in mid-sized companies. With a very high-risk profile, it requires a minimum investment of ₹5,000 and has a 1% exit load if redeemed within 90 days.
Motilal Oswal Active Momentum Fund
Motilal Oswal Active Momentum Fund is an open-ended sectoral/thematic equity fund that aims to achieve long-term capital appreciation by primarily investing in equity and equity-related instruments using a momentum-based stock selection approach. The fund carries a very high-risk profile, with a minimum investment requirement of ₹500 and a 1% exit load if redeemed within 90 days.
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund is an open-ended index fund aiming to replicate the returns of the Nifty Smallcap250 Momentum Quality 100 Index by investing in the stocks of the companies comprising this index, subject to tracking error. The fund has a very high-risk profile and a minimum investment requirement of ₹100. There is no exit load or entry load, and the stamp duty as per SEBI is 0.005% on purchases of mutual funds.
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund is an open-ended fund aiming for long-term capital appreciation by investing in units of Mirae Asset BSE 200 Equal Weight ETF. The fund has a very high-risk profile. The minimum investment is ₹5000, and there is an exit load of 0.05% if sold before 15 days. No entry load applies.
Mirae Asset BSE Select IPO ETF Fund of Fund
Mirae Asset BSE Select IPO ETF Fund of Fund is an open-ended fund that seeks long-term capital appreciation by investing in units of Mirae Asset BSE Select IPO ETF. The fund carries a very high-risk profile. The minimum investment required is ₹5000, with an exit load of 0.05% if sold within 15 days. There is no entry load.
Upcoming NFO 2025 List – FAQs
An NFO (New Fund Offer) is the first-time subscription offer for a mutual fund scheme. It provides investors with an opportunity to invest at an initial price before the fund deploys its capital into various assets and securities.
The value of an NFO is determined based on the initial Net Asset Value (NAV), typically set at ₹10 per unit. The NAV changes based on market movements, asset appreciation, and fund expenses, impacting the investment’s overall performance.
To buy an NFO, investors can apply through brokerage platforms like Alice Blue, mutual fund distributors, or the fund’s official website. They need to complete KYC formalities, submit the application, and pay the subscription amount before the offer period closes.
NFOs may have higher risk, unproven performance, and limited track records. They often come with additional costs, lower liquidity, and uncertain returns compared to existing mutual funds with established historical data and performance metrics.
Yes, investors can withdraw money from NFOs after the units are allotted. However, in closed-ended funds, withdrawal is only possible after the lock-in period or by selling units on stock exchanges if the fund is listed.
Yes, you can sell NFO units once they are allotted. For open-ended funds, selling is allowed anytime after the fund launch. For closed-ended funds, you can sell on exchanges or redeem upon maturity, depending on the fund’s structure.
Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.