Friday, January 14, 2022

2022 Mutual Funds NFOs in India

MF NFO are New Fund Offer which are first time subscription of a Mutual Fund Scheme that has been launched by Asset Management Company (AMC).

1) The Axis Nifty Next 50 Fund gives an investor like you the vehicle to invest in a collection of companies that have the scope to become market titans and are potential candidates for inclusion into the Nifty50 index.



2) ICICI Prudential Strategic Metal and Energy Equity Fund of Fund

This is an open-ended fund of fund scheme that invests in the units/shares of First Trust Strategic Metal and Energy Equity UCITS Fund.


Scheme CategoryOther Scheme - FoF Domestic
New Fund Launch Date17-Jan-2022

New Fund Offer Closure Date31-Jan-2022
Indicate Load SeparatelyEntry Load: Not Applicable Exit Load: ? If units purchased or switched in from another scheme of the Fund are redeemed or switched within 1 year from the date of allotment – 1% of the applicable NAV
Minimum Subscription Amount1000

3) Samco Flexi Cap Fund

Samco Mutual Fund is the latest entrant in the asset management industry, Samco Mutual Fund received its final nod from Securities and Exchange Board of India (SEBI) in July 2021. They are launching their first new fund offer (NFO) with Samco Flexi Cap Fund. It opens for subscription on January 17 2022 and closes on January 31, 2022.



Samco Flexi Cap Fund will invest in 25 stress-tested companies from India and across the globe following the E3 strategy.

Minimum Application Amount Rs. 5,000 and in multiples of r 1/- thereafter

Min. SIP: Rs. 500 / Month.

Fund ManagersMrs Nirali Bhansali- Fund Manager – Equity Mr. Dhawal Dhanani-Dedicated Fund Manager for overseas investments

4) UTI Sensex Index Fund

Presenting UTI Sensex Index Fund, a scheme replicating/tracking the performance of S&P BSE Sensex, one of India’s oldest indexes launched in 1986 which is also referred to as a reflection of the Indian economy. It is a low-cost index fund which diversifies across top 30 companies from key sectors of the Indian economy, listed at the Bombay Stock Exchange Ltd.


5) DSP Global Innovation Fund of Fund

This fund will begin by investing in two passive funds, iShares PHLX Semiconductor ETF & iShares NASDAQ 100 UCITS ETF as advised by the industry regulator, SEBI.* Eventually, this fund also intends to invest in unique active strategies like BlueBox Global Technology Fund, Nikko AM ARK Disruptive Innovation Fund, Morgan Stanley US Insight Fund & BGF World Technology Fund.



6) Motilal Oswal Nifty 200 Momentum 30 Index Fund

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty200 Momentum 30 TRI, subject to tracking error.


Fund Managers
Mr. Swapnil Mayekar & Mr. Abhiroop Mukherjee (debt component)


7) Invesco India Flexi Cap Fund

Invest in a flexible fund that responds to opportunities across market caps.

Scheme CategoryEquity Scheme - Flexi Cap Fund
New Fund Launch Date24-Jan-2022
New Fund Earliest Closure Date08-Feb-2022

8) Kotak Manufacture in India Fund

The government’s “Make in India” initiative has revived the manufacturing sector, enabling Indian industry to take a giant leap. We could expect the investments in manufacturing to grow, thanks to the government’s PLI schemes and lower tax rates which have made Indian products cost-competitive and positioned India as a global manufacturing hub.



9) Axis Equity ETFs FOF

Axis Equity ETFs FoF’s investment approach is specifically designed to allocate dynamically across the market cap and sectoral/thematic passive strategies. This will allow investors the benefit of risk diversification by allocating across multiple equity ETFs.



10) IDFC NIFTY 100 INDEX FUND

The investment objective of the Scheme is to replicate the Nifty 100 index by investing in securities of the Nifty 100 Index in the same proportion / weightage with an aim to provide returns before expenses that closely correspond to the total return of Nifty 100 Index, subject to tracking errors.



11) SBI Multicap Fund

Fund ManagerMr. R. Srinivasan & Mr. Mohit Jain (Dedicated fund manager for overseas securities)



12) UTI S&P BSE Low Volatility Index Fund

The S&P BSE Low Volatility Index* makes use of a Smart beta strategy that filters out the top 30 companies with lowest volatility in the last one year (252 trading days) out of the universe of ~190 companies from S&P BSE LargeMidcap Index.


13) Axis Nifty Smallcap 50 Index Fund


14) Axis Nifty Midcap 50 Index Fund:


15) UTI Nifty Midcap 150 Quality 50 Index Fund NFO


16) 
Edelweiss Focused Equity Fund

A unique Focused Equity fund which invests in three investment styles, viz:
Brands, Marketshare Gainers and Innovators.



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