What Is a New Fund Offer (NFO)?
A New Fund Offer (NFO) is the initial sale of a mutual fund scheme to investors, allowing them to purchase units at a fixed price before the fund is officially launched. NFOs typically aim to raise capital for specific investment strategies.
Upcoming NFOs
Here is a list of Upcoming NFO Stock List as of 15/01/2025
Scheme Name | Type | Open Date | Close Date |
Union Short Duration Fund | Open Ended | 15-01-2025 | 28-01-2025 |
Mirae Asset Small Cap Fund | Open Ended | 10-01-2025 | 24-01-2025 |
DSP BSE SENSEX Next 30 ETF | Open Ended | 10-01-2025 | 24-01-2025 |
DSP BSE SENSEX Next 30 Index Fund | Open Ended | 10-01-2025 | 24-01-2025 |
ICICI Prudential Rural Opportunities Fund | Open Ended | 09-01-2025 | 23-01-2025 |
Bandhan Nifty Alpha Low Volatility 30 Index Fund | Open Ended | 08-01-2025 | 20-01-2025 |
WhiteOak Capital Quality Equity Fund | Open Ended | 08-01-2025 | 22-01-2025 |
Kotak Nifty SmallCap 250 Index Fund | Open Ended | 06-01-2025 | 20-01-2025 |
UTI Quant Fund | Open Ended | 02-01-2025 | 16-01-2025 |
Bajaj Finserv ELSS Tax Saver Fund | Open Ended | 24-12-2024 | 22-12-2025 |
Introduction Of Upcoming NFO 2025
Union Short Duration Fund
Union Short Duration Fund is an open-ended fund that aims to provide reasonable returns and liquidity. It invests in a mix of debt and money market instruments, balancing safety, liquidity, and returns. The fund offers Growth and IDCW options under Direct and Regular Plans.
Mirae Asset Small Cap Fund
Mirae Asset Small Cap Fund is an open-ended fund aiming to generate capital appreciation by primarily investing in small-cap stocks, with additional investments in other equity and equity-related securities for optimal portfolio construction. It offers growth and IDCW options through direct and regular plans.
DSP BSE SENSEX Next 30 ETF
DSP BSE SENSEX Next 30 ETF is an open-ended index fund aiming to generate returns in line with the performance of the BSE SENSEX Next 30 Index, subject to tracking errors. It offers growth options through regular plans.
DSP BSE SENSEX Next 30 Index Fund
DSP BSE SENSEX Next 30 Index Fund is an open-ended index fund aiming to generate returns aligned with the BSE SENSEX Next 30 Index performance, subject to tracking errors. It offers growth and IDCW options through direct and regular plans.
ICICI Prudential Rural Opportunities Fund
ICICI Prudential Rural Opportunities Fund is an open-ended fund aiming to generate long-term capital appreciation by investing in equity and equity-related instruments of companies aligned with the rural and allied theme. It offers growth and IDCW options through direct and regular plans.
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Bandhan Nifty Alpha Low Volatility 30 Index Fund is an open-ended index fund aiming to replicate the Nifty Alpha Low Volatility 30 Index by investing in its securities in the same proportion. It seeks to deliver returns that track the index, subject to tracking errors and offers growth options through direct and regular plans.
WhiteOak Capital Quality Equity Fund
WhiteOak Capital Quality Equity Fund is an open-ended sectoral/thematic fund aiming for long-term capital appreciation by investing in a diversified portfolio of quality companies with strong fundamentals, sustainable competitive advantages, and stable growth. It offers growth options through direct and regular plans.
Kotak Nifty SmallCap 250 Index Fund
Kotak Nifty SmallCap 250 Index Fund is an open-ended index fund aiming to provide returns aligned with the total returns of the Nifty SmallCap 250 Index, subject to tracking errors. It offers growth and IDCW options through direct and regular investment plans.
UTI Quant Fund
UTI Quant Fund is an open-ended fund aiming to generate long-term capital appreciation through equity and equity-related instruments following a quantitative investment theme. It offers growth options through direct and regular investment plans.
Bajaj Finserv ELSS Tax Saver Fund
Bajaj Finserv ELSS Tax Saver Fund is an open-ended fund designed to generate long-term capital appreciation from a diversified equity and equity-related securities portfolio. It offers growth options through direct and regular investment plans.
NFO Mutual Fund – FAQs
What is a New Fund Offer?
A New Fund Offer (NFO) is the launch period for a mutual fund, allowing investors to purchase units at an initial price before the fund becomes available for regular trading.
How does an NFO work?
An NFO works by inviting investors to buy mutual fund units at a fixed price during a specified period. After the NFO closes, the fund starts trading on exchanges at market value.
How to apply for an NFO?
To apply for an NFO, log in to your brokerage platform like Alice Blue, select the NFO you wish to invest in, and complete the application process with your investment details.
What Factors Should I Consider Before Investing in an NFO?
Before investing in an NFO, consider the following factors:
- Investment Objective: Align with your financial goals.
- Fund Management: Research the fund manager’s track record.
- Expense Ratio: Check management fees and costs.
- Market Conditions: Evaluate current market trends.
- Fund Strategy: Understand the investment strategy and asset allocation.
What Are the Tax Implications for NFO Investments?
Tax implications for NFO investments depend on the type of mutual fund. Equity funds have a long-term capital gains tax of 10% above ₹1 lakh, while debt funds face a 20% tax with indexation benefits for long-term holdings.
How to Check Upcoming NFO Details and Performance?
To check NFO details and performance, visit the mutual fund’s official website or your brokerage platform, such as Alice Blue. Review the NFO document for scheme information and monitor ongoing performance through Alice Blue or financial news websites for updates.
How Are NFOs Different from Regular Mutual Funds?
NFOs are initial offerings of mutual funds available for a limited time, allowing investors to buy at a fixed price. In contrast, regular mutual funds can be purchased anytime at the prevailing market price after the NFO period ends.
How To Check NFO Status?
To check NFO status, visit the mutual fund’s official website or your brokerage platform, such as Alice Blue. Look for the NFO section to find updates on the subscription period, fund performance, and when the fund will start trading.