Investment Products launched this Week
- Pushpendra Chaturvedi
- Jul 15
- 3 min read
Updated: Jul 27
Investment Product Roundup – Week of 20–26 July 2025
🇮🇳 India Mutual Fund & AIF Highlights
Motilal Oswal Special Opportunities Fund (NFO – Equity)
Launch Date: 23 July 2025
Focus: Special situations—mergers, demergers, regulatory events
Structure: Active, equity NFO
Why It Matters: A thematic fund targeting opportunistic corporate events across sectors 5paisa+7Angel One+7Angel One+7The Economic Times+1The Economic Times+1The MF Central+5Advisorkhoj+5The Economic Times+5Advisorkhoj+8Reddit+8The Economic Times+8
Resurgent India Special Situation AIF (Category I AIF)
Target Size: ₹500 crore
Objective: Invest in turnaround/distressed assets with active restructuring Angel One+3Reuters+3The Economic Times+3The Economic Times
Zerodha Multi‑Asset Passive Fund of Funds (FoF)
Launch Date: 25 July 2025
Allocation: Equity, debt index funds/ETFs, commodity ETFs
Why It Stands Out: Offers low-cost, diversified exposure via passive strategies in a single wrapper The Economic Times
PNB MetLife Value Fund (via ULIP)
Launch Date: 21 July 2025
Strategy: Actively managed value equity portfolio
Access: Via ULIP with life cover and tax perks The Times of India+12Reddit+12Indiatimes+12Indiatimes
🌍 Global ETF Activity
While global ETF launches were more modest this week, Barchart reports new ETFs in Hong Kong and fixed income themed launches by UBS and WisdomTree targeting semiconductor and “Mag‑7” equity strategies. Webull+1Webull+1
🧭 Investor Snapshot: What Should You Know?
Active & Opportunistic Plays: Resurgent’s AIF and Motilal’s NFO offer exposure to corporate restructuring and special situations—suitable for experienced investors seeking thematic alpha.
Diversified Core Allocation: Zerodha’s low-cost multi-asset FoF is ideal for passive, single-ticket diversification across asset classes.
Value-Driven Equity: PNB MetLife’s fund targets undervalued sectors (Energy, Commodities, Financials) at attractive entry points—especially promising when accessed within ULIPs. Reddit+3Reddit+3The Economic Times+3The Economic TimesIndiatimes
🚀 Actionable Ideas
Investor Type | Consider the Product | Why It Might Fit |
Thematic / event-based | Motilal Oswal Special Opportunities Fund | Opportunistic equity exposure |
Portfolio diversifier | Zerodha Multi‑Asset Passive FoF | Built-in asset allocation, low cost |
Experienced investors | Resurgent India Special Situation AIF | Turnaround opportunities |
Value equity seekers | PNB MetLife Value Fund via ULIP | Long‑term undervalued companies |
✅ Next Week Preview
Stay tuned for additional updates on India’s Jio BlackRock passive index funds and any new ETF listings globally.
Investment Product Roundup – Week of 15–22 July 2025
Summary of newly launched INVESTMENT PRODUCTs (mutual funds, ETFs, and AIFs) for Indian and global investors this week.
🇮🇳 India Highlights
🆕 SBI Business Cycle Fund (NFO)
Launch Date: 18 July 2025
Structure: Open-ended Equity Mutual Fund
Objective: Invests based on economic cycles (expansion, slowdown, recovery)
Minimum Investment: ₹5,000
Why It Matters: Helps investors rotate between cyclical and defensive sectors in sync with macro phases.
🆕 Kotak Multi Cap Fund (NFO Relaunch)
Launch Date: 19 July 2025
Structure: Multi Cap Equity Fund
Details: 25%+ allocation to each of large, mid, and small-cap segments
Ideal For: Investors seeking diversification across market caps.
🌎 Global / US ETF Highlights
🆕 JPMorgan AI Disruptors ETF (JAID)
Launch Date: 16 July 2025
Theme: Pure-play AI disrupters across software, semiconductors, and LLM providers
Expense Ratio: 0.69%
Why It Stands Out: Offers clean exposure to top-performing tech not always included in Nasdaq-100.
Investor Takeaway: This week’s products emphasize cyclical strategies in India and innovation themes abroad. For SIP investors, SBI’s fund offers dynamic sector rotation. Global investors betting on AI may consider JAID.
Investment Products Roundup – Week of 7–14 July 2025
🇮🇳 India Highlights
Structure | Launch | Expense Ratio | What Stands Out | |
Groww BSE Power ETF & Groww BSE Power ETF FoF | Index ETF + fund‑of‑funds | 14 Jul 2025 | 0.30% (ETF) / 0.40% (FoF) | Cheapest pure‑play exposure to India’s surging electricity demand and energy transition. Tracks BSE Power TRI. (business-standard.com) |
Shaan Patel Alternative Investment Fund (AIF), Cat‑III | Closed‑ended AIF | 10 Jul 2025 | 1.75% + 15% perf. fee | Flexi‑cap equity strategy with mandate to swing between large, mid and small caps; aims for 18%+ IRR. Ticket ₹1 cr. (economictimes.indiatimes.com) |
🌎 Global / US ETF Launches
Ticker | Fund Name | Theme | Fees | Launch |
XDIV | Roundhill S&P 500 No Dividend Target ETF | Tax‑aware equity – total‑return S&P 500 with zero dividend distributions | 0.0849% (capped) | 10 Jul 2025 (prnewswire.com) |
YNOT | Horizon Digital Frontier ETF | High‑growth digital innovators | 0.68% | 10 Jul 2025 (horizoninvestments.com) |
QGRD | Horizon Nasdaq‑100 Defined Risk ETF | Options overlay to cap drawdowns | 0.75% | 10 Jul 2025 (horizoninvestments.com) |
RAAA | Reckoner Leveraged AAA CLO ETF | Enhanced‑yield CLO exposure | 0.90% | 11 Jul 2025 |
VGV / VTG / VTP | Vanguard Government Securities Active, Total Treasury & Total TIPS ETFs | Core fixed‑income building blocks | 0.05–0.08% | 11 Jul 2025 |
CWVX | Tradr 2× Long CRWV Daily ETF | Leveraged single‑stock play | 1.15% | 11 Jul 2025 |
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