4 NFOs Open for Subscription in 2025: A Detailed Overview
Explore 4 Exciting NFOs in 2025 the Funds have Tax-Saving Benefits, Small-Cap Index Exposure, Gilt Fund Stability, and Thematic Quant-Based Investments
As we step into 2025, investors have the opportunity to explore four New Fund Offers (NFOs) currently open for subscription. These funds cater to diverse investment objectives, ranging from tax-saving options to government securities and thematic investments. Here’s a detailed look at each offering.
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As we step into 2025, investors have the opportunity to explore four New Fund Offers (NFOs) currently open for subscription. These funds cater to diverse investment objectives, ranging from tax-saving options to government securities and thematic investments. Here’s a detailed look at each offering.
Bajaj Finserv ELSS Tax Saver Fund
The Bajaj Finserv ELSS Tax Saver Fund is an equity-linked savings scheme (ELSS) that provides an opportunity for investors to save taxes under Section 80C of the Income Tax Act, 1961. The fund's objective is to generate long-term capital appreciation through investments in a diversified portfolio of predominantly equity and equity-related securities. It is an open-ended equity scheme with a minimum subscription amount of Rs 500. The NFO opened on December 24, 2024, and will close on January 22, 2025. Notably, this fund has no entry or exit load, making it an attractive option for long-term investors seeking tax benefits and Large-Cap or Mid-Cap exposure.
Bajaj Finserv Gilt Fund
The Bajaj Finserv Gilt Fund focuses on generating credit risk-free returns by investing in sovereign securities issued by the Central and State Governments. This open-ended debt scheme aims to provide stable returns with minimal risk. The NFO commenced on December 30, 2024, and will close on January 13, 2025. Investors can start with a minimum subscription of Rs 5,000, with increments of Rs 1 thereafter. With no entry or exit load, this gilt fund is suitable for risk-averse investors seeking government-backed investments.
Kotak Nifty SmallCap 250 Index Fund
For those interested in Small-Cap investments, the Kotak Nifty SmallCap 250 Index Fund offers an opportunity to track the performance of the Nifty SmallCap 250 Index. This open-ended index fund aims to provide returns that correspond to the total returns of the underlying index, subject to tracking errors. The NFO opened on January 6, 2025, and will close on January 20, 2025. Investors can begin their journey with just Rs 100, making it a low-cost entry point into the dynamic small-cap segment.
UTI Quant Fund
The UTI Quant Fund takes a unique approach by following a quantitative investment theme to generate long-term capital appreciation. It primarily invests in equity and equity-related instruments. The NFO began on January 2, 2025, and will close on January 16, 2025. With a minimum subscription amount of Rs 1,000 and increments of Rs 1 thereafter, this thematic equity scheme also includes a 1 per cent exit load for redemptions within 90 days, providing flexibility to investors looking for a data-driven approach to equity markets.
Conclusion
These four NFOs offer a diverse range of investment options for different risk appetites and financial goals. Whether you're seeking tax-saving benefits, risk-free government securities, small-cap exposure, or thematic equity investments, these funds provide excellent opportunities to start your 2025 investment journey. Investors are advised to assess their financial goals and consult with advisors before investing in any of these schemes.
Disclaimer: The article is for informational purposes only and not investment advice.