Why should investors stay away from new fund offers in 2025? Experts weigh in
4 hours, 17 minutes ago

Why should investors stay away from new fund offers in 2025? Experts weigh in

Live Mint  

The year 2024 saw the launch of 200 new fund offers with September and October contributing 50 schemes. While choosing a mutual fund, investors should study its features, performance, type and suitability with the financial goals tenure and investor's investment pattern -- and most of these are not possible in a new scheme. Consequently, investor returns may fall short of expectations,” says Alekh Yadav Investors should refrain from rushing into new fund offers and instead evaluate a scheme’s performance over time before deciding to invest, says Soumya Sarkar, Co-Founder, Wealth Redefine. Emerging trends Meanwhile, some experts believe that investing in new fund offers can be beneficial in active schemes where a fund is trying to tap into emerging trends such as digitalisation or new-age business sectors. “Therefore, it’s prudent to give the fund time—around six to seven months—to analyse its performance, sector trends, and the stocks the fund manager has chosen,” adds Sarkar.

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Mutual Funds: Total asset size spikes 40% in a year, individuals own lion’s share as equity schemes turn favourites
2 weeks, 6 days ago

Mutual Funds: Total asset size spikes 40% in a year, individuals own lion’s share as equity schemes turn favourites

Live Mint  

The total assets managed by the mutual fund industry jumped nearly 40 per cent in a year to ₹68.05 trillion in November 2024, a 39.59 per cent jump over November 2023, according to the latest data from the Association for Mutual Funds in India. Equity vs debt The data further reveals that the proportionate share of equity-oriented schemes was 59.7 …

15 NFOs lined up while the market is on a downswing. Should you invest now?
1 month, 2 weeks ago

15 NFOs lined up while the market is on a downswing. Should you invest now?

Live Mint  

With the stock market undergoing a correction mode with 10 percent fall behind it, investors are not radiating too much enthusiasm about the valuation of stocks and mutual funds. Among these new fund offers, there is one healthcare fund, a realty index fund, an auto index fund, one IT sector fund and one transportation fund. Some of the new themes …

Mutual fund houses are expected to go slow on NFOs this year. Here’s why
1 year, 5 months ago

Mutual fund houses are expected to go slow on NFOs this year. Here’s why

Live Mint  

The asset management companies are slowing the pace of launching new mutual funds schemes and drafted the documents for only 59 new fund offerings so far this year. In August so far, only two draft documents were filed by fund houses Bajaj Finserv Mutual Fund and WhiteOak Capital Mutual Fund, as per data from market regulator Securities Exchange Board of …

Mutual Fund Investing: Be aware of these things before you invest in an NFO
2 years, 3 months ago

Mutual Fund Investing: Be aware of these things before you invest in an NFO

Live Mint  

If you invest in mutual funds, then I am sure you know about NFOs. And unless the new NFO really has something unique to offer which wasn’t already available via existing funds, it’s better to give the said NFO a miss. You should also evaluate your existing portfolio of mutual funds and see how the new fund will fit into …

Mutual funds rue missing out on market Rally
2 years, 4 months ago

Mutual funds rue missing out on market Rally

Deccan Chronicle  

Mumbai: Mutual funds coming out with new fund offerings are ruing the missed opportunity to invest when the market corrected. Sundaram Mutual Fund, which has laun-ched its Flexi Cap Fund, on Tuesday, regrets being late in the market, but nurses a hope that the current rally that started with the return of foreign investors will have a long run. “The …

Why should one invest in an NFO when there are plenty of funds to go around?
2 years, 5 months ago

Why should one invest in an NFO when there are plenty of funds to go around?

Live Mint  

Ever since capital markets regulator SEBI lifted the restrictions on new fund offer, some new fund is being rolled out every other day. Already over a dozen fund schemes have been launched in the past three weeks which include ABSL's Nifty Financial Services ETF, Whiteoak Capital Flexicap Fund, Edelweiss Focused Fund and Mirae Asset Balanced Advantage Fund, among others. Some …

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2 years, 6 months ago

MintGenie Explains: 3 things to consider before investing in NFO

Live Mint  

New issues always generate excitement. When a new stock is released for the first time investment, it is an IPO whereas when a new fund offers is when a new mutual fund is launched by an asset management company for the first time. Once this period is over, the new mutual fund scheme is listed and post listing, the units …

Your NFO investment checklist
4 years, 4 months ago

Your NFO investment checklist

Live Mint  

Investors seeking to park their funds in market-backed securities are always on the lookout for new and interesting investment avenues. Hence, fund houses and asset management companies are working round the clock to create an innovative mix of investment products to bring more value to an investor’s portfolio. A NFO or ‘New Fund Offer’, is essentially a new mutual fund …

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