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 16/05/2025
| Scheme Name | Type | Open Date | Close Date |
| Tata Income Plus Arbitrage Active FOF | Open Ended | 5-May-2025 | 19-May-2025 |
| ICICI Prudential Quality Fund | Open Ended | 06-May-2025 | 20-May-2025 |
| Baroda BNP Paribas Income Plus Arbitrage Active Fund of Funds | Open Ended | 9-May-2025 | 21-May-2025 |
| Canara Robeco Multi Asset Allocation Fund | Open Ended | 09-May-2025 | 23-May-2025 |
| Baroda BNP Paribas Multi Asset Active Fund of Funds | Open Ended | 15-May-2025 | 26-May-2025 |
| SBI Nifty200 Quality 30 Index Fund | Open Ended | 16-May-2025 | 29-May-2025 |
| Unifi Flexi Cap Fund | Open Ended | 19-May-2025 | 30-May-2025 |
Introduction Of Upcoming NFO 2025
Tata Income Plus Arbitrage Active FOF
Tata Income Plus Arbitrage Active FOF is a fund of funds investing in debt and arbitrage-oriented equity schemes. Ideal for investors aiming for long-term capital appreciation with lower risk through diversified mutual fund allocation.
ICICI Prudential Quality Fund
ICICI Prudential Quality Fund is an open-ended thematic equity scheme that aims to achieve long-term capital growth by investing in high-quality companies identified using the Quality Factor. Suitable for investors seeking stable equity exposure with moderate to high risk.
Baroda BNP Paribas Income Plus Arbitrage Active Fund of Funds
This fund-of-funds scheme invests primarily in arbitrage and debt schemes. It aims to provide stable and tax-efficient returns to investors with low risk. It is suitable for short-term investors who want safe income by avoiding volatility.
Canara Robeco Multi Asset Allocation Fund
Canara Robeco Multi Asset Allocation Fund is an open-ended scheme aiming for long-term capital appreciation by investing across equities, debt, money market instruments, as well as gold and silver ETFs.
Baroda BNP Paribas Multi Asset Active Fund of Funds
It is a multi asset fund-of-funds scheme that invests in diverse asset classes such as equity, debt and gold. It aims to provide portfolio diversification, stable returns and risk mitigation. It attempts to provide balanced returns for investors across various market conditions.
SBI Nifty200 Quality 30 Index Fund
SBI Nifty200 Quality 30 Index Fund is a passive fund that tracks 30 high-quality stocks of the Nifty 200. The fund invests in companies that have strong return on equity, profitability and low debt levels, allowing investors to aim for stable and long-term returns.
Unifi Flexi Cap Fund
Unifi Flexi Cap Fund is a flexi-cap equity fund that invests in companies of various market capitalizations such as large, mid and small caps. The fund aims to generate long-term capital growth by selecting quality and promising companies while balancing risk through a diversified portfolio.
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.
