NFO

Bajaj Allianz Life launches Focused 25 Fund
Bajaj Allianz Life launches the Focused 25 Fund, a ULIP-linked NFO offering long-term capital appreciation through a concentrated portfolio of up to 25 stocks. The fund, benchmarked against Nifty 100, emphasizes large-cap companies with strong fundamentals and growth potential.

Incremental money not going into small and midcaps; multi-asset allocation getting preference: Sanjay Shah
Sanjay Shah, CMD of Prudent Corporate, highlights a shift in preference towards multi-asset allocation over small and midcap stocks. New fund offers have decreased, and while SIPs continue to bring in capital, the focus remains on larger-cap allocations. The market trend advises against heavy investment in small and midcaps, with ELSS receiving significant attention for tax planning.

Small & midcap outflows rise: Where is smart money moving? Sanjay Shah answers
Investors are favoring stability, shifting towards balanced advantage funds and largecap schemes as small and midcap stocks experience volatility. The upcoming financial year-end boosts investments in ELSS for tax benefits, while new fund offers see a slowdown. Despite market fluctuations, overall SIP flows remain robust with some closures seen in February.

NFO Update: Edelweiss Mutual Fund launches low duration fund
Edelweiss launched a Low Duration Fund, investing in debt and money market instruments with 6-12 months Macaulay duration. The NFO closes on March 18. Managed by Pranavi Kulkarni and Rahul Dedhia.

NFO Alert: Axis Mutual Fund launches Nifty500 Value 50 ETF
Axis Mutual Fund has introduced the Axis Nifty500 Value 50 ETF, an open-ended exchange-traded fund tracking the Nifty500 Value 50 TRI. The new fund offer (NFO) is open for subscription until March 12, with a minimum investment of ?500. Managed by Karthik Kumar, the ETF follows a passive investment strategy, allocating 95-100% in index securities and up to 5% in debt and money market instruments.

Midcap stocks down 20% from peak. What should mutual fund investors do?
The Nifty Midcap 150 Index has seen a significant decline, prompting experts to advise rebalancing portfolios with midcap allocations. With midcap funds underperforming recently, investors with long-term horizons can consider SIP investments, but must be wary of the associated risks.
Best mid cap mutual funds to invest in March 2025
As per Sebi norms, mid cap schemes are mandated to invest in companies that are between 101 and 250 in the market capitalisation. These companies can be leaders of tomorrow. That’s what makes them great bets. If these companies live up to the promise, the market will reward the investors handsomel
NFO Update: Bandhan Mutual Fund launches CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Bandhan Mutual Fund has introduced the Bandhan CRISIL-IBX Financial Services 3-6 Months Debt Index Fund, aimed at providing structured short-term fixed-income investment. Open for subscription from March 6 to March 11, the fund focuses on AAA-rated financial instruments, leveraging a systematic roll-down strategy to optimise short-term yield while maintaining liquidity and minimising interest rate risk.
All sectoral and thematic mutual funds offer negative returns in 2025, losing up to 26%
The Shriram Multi-Sector Rotation Fund posted the largest negative return of approximately 25.74% this calendar year, while the Union Active Momentum Fund recorded a negative return of 24.78% during the same period.
NFO Insight: Samco Large Cap Fund opens for subscription. Are largecaps best now?
Samco Mutual Fund's new fund offer of Samco Large Cap Fund is open for subscription, focusing on top 100 large-cap companies. Experts suggest cautious investing in NFOs and consider established large-cap funds for their proven track record and stability.
NFO Update: Samco Mutual Fund launches large cap fund
SAMCO Mutual Fund launches the Samco Large Cap Fund, an open-ended equity scheme investing in top 100 large-cap stocks using its proprietary C.A.R.E. momentum strategy. The NFO runs from March 5 to March 19, focusing on stable, growth-driven opportunities.
Unifi Mutual Fund launches dynamic asset allocation fund as its maiden scheme
The scheme is suitable for investors looking for low volatile, inflation-beating returns over an investment horizon of two years or more, according to a release by the fund house.
New SIF regulations pave way for a new frontier in the investment space: Radhika Gupta
On Thursday, SEBI issued a circular outlining the regulations for Specialized Investment Funds (SIF), specifying that these regulations will take effect from April 1.
NFO Insight: Looking for relatively less volatile fund? Take a look at WhiteOak Capital Equity Savings Fund
WhiteOak Capital Mutual Fund has introduced the WhiteOak Capital Equity Savings Fund, suitable for conservative investors seeking capital appreciation through equity, arbitrage, and debt instruments. Managed by a team of experts, the fund aims to balance returns and volatility, with tax efficiency being a notable advantage.
Sebi asks MFs to deploy NFO flows within 30 days
The move aims to encourage AMCs to collect only as much funds via NFOs as can be deployed in a reasonable time, and to discourage any mis-selling of NFOs of the mutual fund schemes. The new rule will come into effect from April 1.
Mutual funds will now have to deploy NFO proceeds within 30 days: Sebi rule effective from April 1
Sebi mandates AMCs to deploy NFO funds within 30 business days from April 1, 2025. Investment committees may extend this once, with reasons documented and monitored by trustees. AMCs must specify achievable timelines in scheme documents.
NFO Update: WhiteOak Capital Mutual Fund launches equity savings fund
WhiteOak Capital Mutual Fund has launched the Equity Savings Fund NFO, an open-ended scheme investing in equity, arbitrage, and debt. It offers tax-efficient, moderate returns with reduced volatility. The subscription closes on March 5, benchmarked against Nifty Equity Savings TRI.
NFO Tracker: Axis Mutual Fund launches NIFTY AAA Bond Financial Services – Mar 2028 Index Fund
The fund's open-ended structure gives investors the flexibility to use systematic investment and withdrawal options, allowing them to adjust their entry and exit based on personal goals.
NFO Alert: Franklin Templeton Mutual Fund launches low-duration fund
The minimum subscription amount for fresh purchases is Rs 5,000, and Rs 1,000 for additional purchases. The minimum redemption amount is Rs 1,000.
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