summary of the three New Fund Offers (NFOs) closing on July 16–18, 2025:

1. HDFC Innovation Fund (Equity – Thematic)
NFO Period: June 27 – July 11, 2025

Fund Focus: Thematically invests in companies across sectors driving innovation—across products, processes, and business models

Benchmark: Nifty 500 Total Return Index

Risk Profile: Very High (SEBI Riskometer)

Fund Manager: Amit Sinha

Minimum Investment: ₹100 (SIP); Lumpsum also low threshold

2. JM Large & Mid Cap Fund (Open-ended Equity)
NFO Period: July 4 – 18, 2025

Objective: Long-term capital growth through a mix of large-cap and mid-cap Indian stocks, tracked via Nifty Large Midcap 250 TRI

Strategy: Uses in-house GeeQ framework (Growth of Earnings & Earnings Quality); maintains at least 35% each in large- and mid-cap stocks, balancing growth and volatility

Fund Managers: Asit Bhandarkar, Deepak Gupta (co-manager), with Ruchi Fozdar managing debt exposure

Minimum Investment: ₹1,000

3. Sundaram Multi-Factor Fund (Equity – Multi-Factor Thematic)
NFO Period: July 2 – 16, 2025

Objective: Long-term capital appreciation through a rule-based, systematic strategy combining five key factors: Quality, Growth, Momentum, Value, and Size

Portfolio Construction: Picks top 25 stocks per factor from the top 250 companies, with quarterly rebalancing to manage cyclicality

Benchmark: BSE 200 Total Return Index

Risk Profile: Rated Very High; minimum investment ₹100; exit load applies if redeemed within 365 days

Fund Manager: Rohit Seksaria (lead). Additional managers cited include S. Bharath, Sandeep Agarwal, Dwijendra Srivastava

Way forward -Check the chart and study the investment thoroughly!

Last date to invest:

HDFC – July 11

Sundaram – July 16

JM – July 18

Investor Fit: Opt for HDFC if chasing innovation themes, JM for diversified large/mid exposure, and Sundaram for systematic, factor-based investing.

Minimum commitment is low across all: ₹100–₹1,000.