One option that many investors overlook is the New Fund Offer (NFO). An Initial Public Offering (IPO) lets you buy shares in a company for the first time. Similarly, a New Fund Offer (NFO) lets you invest in a new mutual fund. Each NFO has a unique theme or investment goal. This could be value investing, capital protection, or another focus.

Looking to grow wealth, check these new mutual funds and ETFs available for subscription in February and March 2025. Here's a list of upcoming funds and their subscription periods. This helps you diversify your portfolio and make wise investment choices.

1. Nippon India Active Momentum Fund (G & I)

Subscription Period: 10th February 2025 to 24th February 2025
Fund Type: Growth (G) and Institutional (I)
Investment Theme: Momentum Investing

Overview: This fund aims to capture high-growth momentum stocks. It focuses on sectors with strong growth potential and takes advantage of short-term trends and market momentum. This fund is ideal for investors who target higher returns by concentrating on momentum-driven sectors. It is available in both growth and institutional variants, catering to many investors.

2. Edelweiss CRISIL-IBX AAA Bond NBFC-HFC Jun 2027 Index Fund (G & I)

Subscription Period: 10th February 2025 to 17th February 2025
Fund Type: Growth (G) and Institutional (I)
Investment Theme: Fixed Income / Credit Quality

Overview: Conservative investors seeking a steady income stream designed this bond index fund. It tracks the performance of the CRISIL-IBX AAA Bond NBFC-HFC June 2027 index. The fund invests in AAA-rated bonds from NBFC-HFCs. This ensures high credit quality and low risk. The short subscription period allows for quick access to this fixed-income investment.

3. Angel One Nifty Total Market ETF (G)

Subscription Period: 10th February 2025 to 21st February 2025
Fund Type: Growth (G)
Investment Theme: Broad Market Exposure

Overview: The Angel One Nifty Total Market ETF gives you a wide range of stocks. It tracks the Nifty Total Market Index, covering many sectors. This fund is an excellent option for those looking to passively capture the overall performance of India's equity markets. It's ideal for long-term investors seeking broad market exposure with low fees.

4. Angel One Nifty Total Market Index Fund (G)

Subscription Period: 10th February 2025 to 21st February 2025
Fund Type: Growth (G)
Investment Theme: Broad Market Exposure

Overview: Like its ETF counterpart, this index fund tracks the Nifty Total Market Index, offering broad market exposure. The launch targets investors seeking diversified equity investments focusing on the long term. It is ideal for passive investors who prefer a simple, low-cost way to invest in India's market.

5. Groww Nifty 200 ETF (G)

Subscription Period: 7th February 2025 to 21st February 2025
Fund Type: Growth (G)
Investment Theme: Large-Cap and Mid-Cap Exposure

Overview: The Groww Nifty 200 ETF lets investors access India's 200 most prominent companies. This gives a wide view of the market. This ETF is great for investors who want balanced exposure to large and mid-cap stocks. It offers growth opportunities and keeps diversification in mind.

6. Groww Nifty 200 ETF FOF (G & I)

Subscription Period: 7th February 2025 to 21st February 2025
Fund Type: Growth (G) and Institutional (I)
Investment Theme: Fund of Funds / Diversification

Overview: This fund-of-funds (FOF) invests in the Groww Nifty 200 ETF, providing indirect exposure to the Nifty 200 index. It's a handy choice for investors wanting a diverse portfolio and those lacking the time or know-how to manage several ETF investments. The FOF is available in both retail and institutional options.

7. Mahindra Manulife Value Fund (G & I)

Subscription Period: 7th February 2025 to 21st February 2025
Fund Type: Growth (G) and Institutional (I)
Investment Theme: Value Investing

Overview: This value-investing fund seeks to identify undervalued stocks with the potential for long-term growth. Its strategy is to invest in companies that trade below their true worth. These companies also have a strong chance for growth. It provides options for retail and institutional investors, so different preferences are flexible.

8. Samco Large Cap Fund (G)

Subscription Period: 5th March 2025 to 19th March 2025
Fund Type: Growth (G)
Investment Theme: Large-Cap Stocks

Overview: The Samco Large Cap Fund is designed for investors looking to invest in large-cap stocks with stable growth. This fund focuses on well-established companies with a track record of success. It offers a chance to invest in blue-chip companies that can deliver steady returns. This makes it a suitable choice for conservative investors.

9. Bajaj FinServ Multi Cap Fund (G & I)

Subscription Period: 6th February 2025 to 20th February 2025
Fund Type: Growth (G) and Institutional (I)
Investment Theme: Multi-Cap Equity

Overview: This multi-cap equity fund invests in large, mid, and small-cap stocks. It gives investors a chance to create a more diverse portfolio. It aims for a balanced risk-return profile by capturing opportunities across market segments. Ideal for investors seeking long-term growth with a diversified equity strategy.

10. HSBC Financial Services Fund (G & I)

Subscription Period: 6th February 2025 to 20th February 2025
Fund Type: Growth (G) and Institutional (I)
Investment Theme: Financial Sector Focus

Overview: This equity fund targets the financial services sector. It focuses on high-growth financial institutions like banks, insurance companies, and other providers. It's an attractive option for investors who want to capitalize on the growth potential of India's financial industry.

11. Invesco India Business Cycle Fund (G & I)

Subscription Period: 6th February 2025 to 20th February 2025
Fund Type: Growth (G) and Institutional (I)
Investment Theme: Business Cycle Investing

Overview: This fund aims to take advantage of economic and business cycles. It invests in sectors expected to do well at various stages of these cycles. This focuses on investors who understand financial trends. It looks for growth opportunities in infrastructure, consumer goods, and manufacturing.

Summary

The new mutual fund and ETF offerings provide options for all types of investors. You can choose from passive index funds or active strategies like momentum and value investing. Bonds offer stability, while stocks provide better returns. Be sure to consider the investment theme behind each fund to align your choices with your financial goals. Please consult a Mutual Fund Distributor (MFD) to receive professional guidance regarding your needs.

Upcoming NFOs in February and March 2025