Upcoming Mutual Funds NFO: The first New Fund Offer (NFO) of the new year, UTI Quant Fund, has opened on January 2. Investments can be made in this till January 16. After the strong response received by NFOs in the year 2024, the trend of strength in NFOs is going to continue in the year 2025 also. In the first month of the year, many mutual fund companies are bringing their new fund offers. The reason behind this is that like IPO, the craze for NFO is also increasing among investors. Through NFO, a mutual fund company i.e. asset management company sells units in a new scheme to investors for the first time.
Top Return: This scheme of mutual fund topped in the year 2024, has been giving 24% annual SIP return for 10 years
You can buy at face value
During the NFO period, investors can purchase units of that mutual fund scheme at the face value, which is usually fixed at Rs 10 per unit. The objective of NFO is to raise funds from investors to invest in a specific asset class or sector. If you are also looking for such a scheme for investment, then there are many options this month. Let us tell you that last year more than 70 NFOs have come in the equity category, out of which the returns of more than 10 have been 20 to 35 percent in 2024 alone.
Kotak Nifty Smallcap 250 Index Fund
Fund House: Kotak Mahindra Mutual Fund
NFO Open Date: January 6, 2025
NFO closing date: January 20, 2025
Type: Open Ended
Category: Equity Smallcap
Minimum investment: Rs 100
Lock-in period: None
Exit Load: Zero
Riskometer: Very High
Benchmark: NIFTY Smallcap 250 TRI
Fund Manager: Devender Singh
Mutual funds investment in 2025: Choose the best mutual fund scheme for the new year, these 6 trends will be popular for investment
ICICI Prudential Rural Opportunities Fund
Fund House: ICICI Prudential Mutual Fund
NFO Open Date: January 9, 2025
NFO closing date: January 23, 2025
Type: Open Ended
Category : Equity Thematic
Minimum investment: Rs 5000
Lock-in period: None
Exit load: 1% if redeemed before 12 months
Riskometer: Very High
Benchmark : Nifty Rural TRI
Fund Manager: Priyanka Khandelwal
Mirae Asset Small Cap Fund
Fund House: Mirae Asset Mutual Fund
NFO Open Date: January 10, 2025
NFO closing date: January 24, 2025
Type: Open Ended
Category: Equity Smallcap
Minimum investment: Rs 5000
Lock-in period: None
Exit load: 1% if redeemed before 1 year
Riskometer: Very High
Benchmark: NIFTY Smallcap 250 TRI
Fund Manager: Varun Goyal
Rules of Investing: Money will double in less than 5 years, triple in less than 8 years, this formula will explain where to invest.
WhiteOak Capital Quality Equity Fund
Fund House: White Oak Capital Mutual Fund
NFO Open Date: January 8, 2025
NFO closing date: January 22, 2025
Type: Open Ended
Category : Equity Thematic
Minimum investment: Rs 500
Lock-in period: None
Exit load: 1% if redeemed before 1 month
Riskometer: Very High
Benchmark: BSE Quality TRI
Fund Manager: Ramesh Mantri
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Fund House: Bandhan Mutual Fund
NFO Open Date: January 8, 2025
NFO closing date: January 20, 2025
Type: Open Ended
Category : Equity Large and Midcap
Minimum investment: Rs 1000
Lock-in period: None
Exit load: 0.25% for redemption before 15 days
Riskometer: Very High
Benchmark: Nifty Alpha Low Volatility 30
Fund Manager: Nemish Seth
IPO Year: 30% IPOs became jackpot in 1 year, 29 newly listed stocks gave returns ranging from 50 to 300%, only 29% failed.
Baroda BNP Paribas Energy Opportunities Fund
Fund House: Baroda BNP Paribas Mutual Fund
NFO Open Date: January 21, 2025
NFO closing date: February 4, 2025
Type: Open Ended
Category : Equity Thematic Energy
Minimum investment: Rs 1000
Lock-in period: None
Exit load: 1% if redeemed before 1 year
Riskometer: Very High
Benchmark: NIFTY Energy TRI
Fund Manager: Sanjay Chawla
(Disclaimer: The purpose of this article is only to provide information, it is not an advice to invest in any scheme. Take any investment decision only after getting complete information about the scheme and taking the opinion of your investment advisor.)
