Upcoming NFOs This Week (Jan 05–09): Kotak Dividend Yield and Sundaram Income Plus Arbitrage Funds Open

The week from January 05 to 09, 2025, will see several new mutual fund launches (NFOs). These new schemes give investors a chance to diversify their portfolios across different asset classes and investment strategies.

The offerings include liquid funds, arbitrage funds, multi-asset funds, and sector-focused schemes, allowing investors to pick options that suit their risk level and financial goals.

NFOs Opening This Week (Jan 05-09)

Overview of NFOs Opening This Week

1. Kotak Dividend Yield Regular Growth

Kotak Dividend Yield Regular Growth is an open-ended mutual fund that falls under the dividend yield category and is benchmarked against the Nifty 500 TRI. The scheme is managed by Kotak Mahindra Asset Management Company, with Shibani Sircar Kurian and Abhishek Bisen as fund managers, while Computer Age Management Services (CAMS) acts as the registrar and transfer agent. 

2. Sundaram Income Plus Arbitrage Active Fund

Sundaram Income Plus Arbitrage Active Fund of Fund Regular Growth is an open-ended fund of funds offered by Sundaram Asset Management Company. The scheme is benchmarked against a blended index, with 60% linked to the Nifty Short Duration Debt A-II TRI and 40% to the NIFTY 50 Arbitrage TRI. It is managed by S. Bharath, Kumaresh Ramakrishnan, and Sandeep Agarwal, while Karvy Computershare acts as the registrar and transfer agent. 

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Conclusion

This week’s NFOs offer a broad range of options, including low-risk, liquid funds as well as growth-focused and theme-based schemes. These launches give investors a chance to rebalance their portfolios, improve diversification, and tap into new market opportunities.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a private recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.