Monday, December 16, 2019


NFONEST
December 2019

NFOs of various hues adorn the December 2019 NFONEST.
Motilal Oswal Nifty 50 Index Fund
Opens: December 3, 2019
Closes: December 17, 2019

Motilal Oswal AMC has launched Motilal Oswal Nifty 50 Index Fund, an open ended scheme replicating / tracking Nifty 50 Index.  The scheme seeks investment return that corresponds to the performance of Nifty 50 Index subject to tracking error. The fund is benchmarked against the Nifty 50 Index TRI. The fund is managed by Mr. Swapnil Mayekar.


Motilal Oswal Nifty Next 50 Index Fund
Opens: December 3, 2019
Closes: December 17, 2019

Motilal Oswal AMC has launched Motilal Oswal Nifty Next 50 Index Fund, an open ended scheme replicating / tracking Nifty Next 50 Index.  The scheme seeks investment return that corresponds to the performance of Nifty Next 50 Index subject to tracking error. The fund is benchmarked against the Nifty Next 50 Index TRI. The fund is managed by Mr. Swapnil Mayekar.


Principal Midcap Fund
Opens: December 6, 2019
Closes: December 20, 2019
Principal AMC has launched Principal Midcap Fund, an open ended scheme predominantly investing in midcap stocks. The scheme seeks long term capital appreciation by predominantly investing in equity and equity related instruments of midcap companies. The investment pattern is a maximum of 100% and a minimum of 65% securities in equity and equity-related midcap companies and in other than midcap companies, a maximum of 35% security. The debt and money market instruments are planned to a maximum of 35% security. The fund is benchmarked against the Nifty Midcap 100 Index TRI. The fund is managed by the Fund Managers – Mr. Ravi Gopalakrishnan and Mr. Sudhir Kedia.

Mahindra Top 250 Nivesh Yojana
Opens: December 6, 2019
Closes: December 20, 2019
Mahindra AMC has launched Mahindra Top 250 Nivesh Yojana, an open ended equity scheme predominantly investing in both large and midcap stocks. The scheme seeks growth through investments in equity and equity related securities of both large cap and mid cap stocks. The fund is benchmarked against the Nifty LargeMidcap 250 TRI Index. The fund is managed by Mr.V. Balasubramanian.

Bharat Bond ETF: April 2023
Opens: December 12, 2019
Closes: December 20, 2019
Edelweiss AMC has launched Bharat Bond ETF, an open-ended Target Maturity Exchange Traded Bond Fund predominately investing in constituents of Nifty BHARAT Bond Index - April 2023. The investment objective of the scheme is to replicate Nifty BHARAT Bond Index – April 2023 by investing in bonds of CPSEs/CPSUs/CPFIs and other Government organizations, subject to tracking errors. The fund is benchmarked against the Nifty BHARAT Bond Index - April 2023. The fund is managed by Mr. Dhawal Dalal and Mr. Gautam Kaul.

Bharat Bond FOF: April 2023
Opens: December 13, 2019
Closes: December 20, 2019


Edelweiss AMC has launched Bharat Bond FOF, an open-ended Target Maturity fund of funds scheme investing in units of BHARAT Bond FOF – April 2023. BHARAT Bond FOF – April 2023 is a fund of funds scheme with the primary objective to generate returns by investing in units of BHARAT Bond ETF – April 2023. The fund is benchmarked against the Nifty BHARAT Bond Index - April 2023. The fund is managed by Mr. Dhawal Dalal and Mr. Gautam Kaul.

 

Aditya Birla Sun Life PSU Equity Fund
Opens: December 9, 2019
Closes: December 23, 2019
Aditya Birla Sunlife AMC has launched Aditya Birla Sun Life PSU Equity Fund, an open ended equity scheme following PSU theme. The investment objective of the scheme is to provide long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs). The fund is benchmarked against the S&P BSE PSU TR Index. The fund is managed by Mr. Mahesh Patil.
ITI Balanced Advantage Fund
Opens: December 9, 2019
Closes: December 23, 2019
ITI AMC has launched ITI Balanced Fund, an open ended dynamic asset allocation fund. The investment objective of the scheme is to seek capital appreciation by investing in equity and equity related securities and fixed income instruments. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation. The fund is benchmarked against the CRISIL Hybrid 50+50 – Moderate Index. The fund is managed by Mr. George Heber Joseph and Mr. Pradeep Gokhale.

 

ITI Small Cap Fund, ITI Banking and PSU Debt Fund, ITI Large Cap Fund, ICICI Prudential IT ETF, PGIM India Money Market Fund, IIFL Overnight Fund and UTI Bank Exchange Traded Fund are expected to be launched in the coming months.


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