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1. Mirae Asset S&P 500 Top 50 ETF NFO:

This is an open-ended scheme replicating/tracking S&P 500 Top 50 Total Return Index. S&P 500 Top 50 includes 50 largest companies from S&P 500 index, one of the 3 major US index. So, investment in the scheme offers an investor an opportunity to park funds across 50 top Amercian companies.

Other relevant details:

Issue period: September 1- September 14

Minimum investment amount- Rs. 5000 and in multiples of Rs. 1 thereafter

Allotment price: offer for sale of units at 1/10000th of the S&P 500 Top50 Index on the date of allotment

Who can go for the Mirae Asset NFO?

Investors looking for diversification and those seeing further capital growth opportunity through exposure in international markets. There will be exposure provided to different sectors as well. This can also be a good bet to diversify in global markets at low cost and benefit from rupee depreciation.

2. Axis Value Fund NFO:

The proponent of growth investing has lately launched the Axis Value Fund primarily to take on the opportunity that is seen in the space because of the recent performance improvement of value stocks.

Typically the NFO, will work on the principle of value investing which suggest that the mutual fund will scout out for sectors or stocks that are available at cheaper valuation but over the course of time may see or have the potential for re-rating.

Key details:

Offer period: September 2- September 16, 2021

Minimum investment amount: Rs. 5000

Benchmark- S&P BSE 200 TRI

Exit load:0-1%

Minimum SIP/STP for Quarterly frequency is Rs. 1,000

Minimum SWP for Quarterly frequency is INR 3,000

Exit Load – 1% if redeemed before 365 days and 0% if redeemed after.

Other benefits:

-Long term capital appreciation

-Also, the fund will not lap up deep value or highly leveraged stocks.

-Not purely value and includes a mix of growth stock such that the fund does not underperforms when the market gets out of favour

-Quality portfolio with exposure across sectors as well as market cap.

“In the past 10 years, value has been a high-risk, low-return proposition-more volatile than growth and yet giving lower returns. Instead, our approach will take the health of the business account as well as its valuations. Jinesh Gopani will manage the fund for now and we have internal filters in place to create a universe of suitable companies for this fund. But if in the future we believe it needs a dedicated manager, we will appoint one,” said Patni-head of products and alternatives, Axis Mutual Fund.

3. HSBC mid cap fund NFO:

Key details- September 6- September 20

Minimum lump sum – Rs. 5000

Minimum SIP- Rs. 1000 for 6 months

Exit load: Within 1 year 1%

Investments will be channelized in mid cap stocks and partially in small cap to generate alpha

Benchmark – Nifty Mid Cap 150 index TRI

Fund Manager- Mr. Ankur Arora

‘4Q’ investment approach will be made use of: Focus shall be on the quality of business, quality of management, quality of earnings, and quantum of earnings.

Who can invest in HSBC mid cap fund NFO?

As since the pandemic has struck in March 2020 and the financial crisis then, mid cap stocks have returned their glory, there may be seen higher returns over the long term. Nevertheless, higher return will come at a high risk given the fund deployed in relatively less mature companies.

4. Kotak Multicap fund NFO:

As per the mandate for multicap fund, a minimum of 25% each shall be deployed into small, mid and large cap. For the remaining, the fund’s model will provide a light on when to hold a particular market cap in higher proportion and for how long.

Issue details- September 8-September 22, 2021

Minimum- Rs. 5000

Via SIP- Rs. 1000 for 6 months

NAV- Rs. 10 during NFO period

Exit load- Within 1 year-beyond 10% of investments-1% exit load

Benchmark- Nifty 500 Multicap 50:25:25 TRI

Who should invest in Kotak Multicap fund NFO?

This shall be a good option for investors who are in the process of building up their MF folio as the fund will provide apt exposure across m-capitalisation. Furthermore this can be a good option for those on the hunt to add

Disclaimer

The above mentioned NFOs are not a call for investment in them but as being seen NFOs are raking in huge money and both AMCs as well as investors are capitalising on the current momentum, here is collated information on all the NFOs that are currently open.

GoodReturns.in

Axis Small Cap Fund

The Axis Small Cap Fund Direct-Growth manages a total of 7,095 crores in assets (AUM). The fund charges a 0.39 percent expense ratio, which is lower than most other Small Cap funds.

The 1-year returns for the Axis Small Cap Fund Direct-Growth are 85.24 percent. It has had an average yearly return of 26.91 percent since its debut.

The volatility of small-cap funds is higher than that of large-cap and mid-cap funds. Small-cap funds suffer a lot when the markets aren’t performing well because they’re newer and are more likely to go out of business.

The majority of the money in the fund is invested in the construction, technology, chemicals, fast-moving consumer goods, and financial industries.

With just Rs. 500 each month, you can start investing in mutual funds through a systematic investment plan (SIP). This can be a cost-effective approach to invest each month without breaking the bank. With the SIP step-up function, you can increase your monthly investment amount as your income rises.

Kotak Small Cap Fund 

The assets under management of Kotak Small Cap Fund Direct-Growth total 5,349 crores (AUM). The fund charges a 0.48 percent expense ratio, which is lower than most other Small Cap funds.

The recent one-year returns on Kotak Small Cap Fund Direct-Growth are 106.58 percent. It has had an average yearly return of 22.24 percent since its debut.

The Kotak Small Cap Fund invests in a range of equities and equity-related securities in order to create financial appreciation. across sectors, the program mostly invests in assets with a market capitalization of less than $1 billion.

Rupee cost averaging is a strategy that involves buying more units when the fund’s Net Asset Value (NAV) is low and fewer units when the NAV is high. Essentially, it averages out your acquisition costs across the investing time. When you invest through a SIP, you don’t have to worry about market timing.

Union Small Cap Fund

Union Small Cap Fund Direct-Growth manages a total of 553 crores in assets (AUM). The fund’s expense ratio is 1.72 percent, which is higher than the expense ratios charged by most other Small Cap funds.

The 1-year returns for the Union Small Cap Fund Direct-Growth are 82.93 percent. It has generated an average yearly return of 16.25 percent since its inception. The plan invests in a portfolio of equities and equity-related assets, primarily from small size businesses, with the goal of long-term capital appreciation.

Small-cap funds are seen to have substantial yet untapped potential to one day be a “multi-bagger”.

Nippon India Small-Cap

Nippon India Small Cap Fund Direct-Growth has assets under management (AUM) of 16,633 crores, making it a medium-sized fund in its category. The fund’s expense ratio is 1.06 percent, which is higher than the expense ratios charged by most other Small Cap funds.

The Nippon India Small Cap Fund Direct’s 1-year growth returns are 97.20 percent. It has returned an average of 26.74 percent per year since its inception.

Small-cap funds are an excellent investment option for those who are willing to take on more risk and seek more aggressive growth. The fund is invested in Indian stocks to the tune of 97.61 percent, with 4.62 percent in large-cap companies, 6.19 percent in mid-cap stocks, and 77.63 percent in small-cap stocks.

Who Should Invest In Small Cap Funds?

Small-cap equity funds can be appropriate for investors with long-term goals such as saving for retirement, taking a family trip to an exotic location, paying off medium-term debt, and so on.

When the markets are optimistic, these funds have historically provided larger returns than the broad benchmark. These bets, however, can be quite dangerous. Please take benefit of their propensity to generate high profits by investing for longer periods of time. Otherwise, diversified stock funds are a better option. These funds don’t always provide good returns in the short term.

They take their time to weather the storm of volatility before producing substantial profits. Those with a high-risk appetite may want to consider investing in these funds. These funds put their money into businesses that have a lot of potential for making money.

Disclaimer

Investing in mutual funds poses a risk of financial losses. Investors must therefore exercise due caution. Greynium Information Technologies and the author are not liable for any losses caused as a result of decisions based on the article. The above article is for informational purposes only.