Upcoming NFOs in July, 2025: Axis and JM Financial Launch New Mutual Fund Schemes

A New Fund Offer (NFO) refers to the initial launch of a mutual fund, allowing investors to purchase units at a fixed introductory price. Beginning July, 2025, many fund houses are rolling out fresh schemes across equity, debt, and commodity categories.

As with any investment option, NFOs offer opportunities for potential returns but also carry certain risks. Here’s an overview of the major NFOs scheduled to open this month.

Key Details of the Upcoming NFO Opening in July

Overview of the NFOs Opening From July 

• Axis Services Opportunities Regular Growth Fund

The Axis Services Opportunities Regular Growth Fund is an open-ended investment company managed by Axis Asset Management Company Limited. This new fund offer (NFO) aims to deliver long-term capital appreciation by actively investing in a portfolio of equity and equity-related instruments of companies operating in the services sector. The fund uses the Nifty Services Sector TR INR as its primary benchmark to measure performance. 

The exit load structure specifies that if units are redeemed within 12 months, a 1% fee applies, whereas no charge is levied after 12 months.

• JM Large & Mid Cap Regular Growth Fund

The JM Large & Mid Cap Regular Growth Fund is an open-ended investment company launched by JM Financial Asset Management Limited. Its main goal is to gain long-term capital growth by investing mainly in equity and equity-related instruments of large-cap and mid-cap companies. The scheme uses the Nifty LargeMidcap 250 TR INR index as its benchmark to track performance. 

An exit load of 1% will apply if units are redeemed within 180 days from the date of allotment, and no exit load will be charged thereafter. 

Read More: Best Oil and Gas Stocks in July 2025: CPCL, Oil India, MRPL and More - Based on 5-Yr CAGR!

Conclusion

These upcoming NFOs provide fresh opportunities to diversify across large-cap, mid-cap, and services sector equities. Before investing, ensure the schemes align with your financial goals, time horizon, and risk appetite. Always read the offer documents carefully and consult a financial advisor to make informed decisions.

It is important to note that the scheme does not guarantee or assure any returns, and achieving the investment objective is subject to market risks.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal 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.