Mirae Asset Mutual Fund launched the Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund. The NFO runs from 10-July-2026 to 22-July-2026.
This passive fund tracks the Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index, combining momentum-based equities and medium-term Government of India bonds in a predefined allocation.
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund : NFO details
Particulars | Details |
Fund Name | Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund |
Fund Type | Open-ended Index Fund |
Category | Equity Oriented Hybrid Index Fund |
Benchmark | Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index (TRI) |
Fund Managers | Ms. Ekta Gala and |
NFO Open Date | 10-July-2026 |
NFO Close Date | 22-July-2026 |
Allotment/Reopening Date | 29-July-2026 |
Minimum Investment | ₹5,000 |
Additional Investment | ₹1,000 |
SIP | ₹99 |
NAV | ₹10 |
Stamp Duty | 0.005% |
Entry Load | Nil |
Exit Load | Nil |
Company details
Particulars | Details |
AMC Name | Mirae Asset Mutual Fund |
AUM | ₹2,31,587 Crores |
Website | |
Address | Unit No. 606, Windsor Building, Off. C.S.T Road, Kalina, Santacruz (East), Mumbai – 400098 |
Contact Number | 1800 2090 777 / 022-67800300 |
Source: AMFI India New Fund Offer | Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund
What has Mirae Asset launched?
Mirae Asset Mutual Fund has introduced an open-ended equity-oriented hybrid index fund that tracks the Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index.
The underlying index combines two asset classes in a fixed allocation:
- 75% exposure to the Nifty200 Momentum 30 Index, which consists of companies selected using a momentum-based methodology.
- 25% exposure to Government of India securities with maturities ranging from 8 to 13 years.
How does the strategy work?
The fund follows a passive strategy, investing in the benchmark index’s securities in similar proportions instead of picking individual stocks or predicting interest rate movements.
The equity component targets high-momentum stocks within the Nifty 200 universe, while the debt portion holds medium-term Government of India bonds to balance growth potential with sovereign stability.
Strategy explained step by step
Step | What happens? |
1 | The benchmark allocates 75% to momentum-based equity stocks and 25% to Government securities with 8–13 year maturity. |
2 | The fund buys the same securities included in the benchmark. |
3 | Investments are made in nearly the same weight as the benchmark index. |
4 | When the benchmark is rebalanced, the fund adjusts its portfolio accordingly. |
5 | Investors receive returns based on the performance of the underlying index, subject to expenses and tracking error. |
Let’s see through an example
When you invest ₹1,00,000 in the scheme.
Asset Allocation | Investment |
Momentum-based equity portfolio (75%) | ₹75,000 |
Government securities (25%) | ₹25,000 |
Strong equity performance combined with stable government bonds provides growth and diversification.
Falling equity markets or interest-rate fluctuations impacting bond prices can reduce the fund’s value.
Potential benefits
Potential benefit | Why does it matter? |
Diversification across asset classes | The fund combines equities and Government of India securities in one portfolio, reducing dependence on a single asset class. |
Rules-based investing | The portfolio follows a predefined index methodology instead of relying on the fund manager’s stock selection. |
Exposure to momentum investing | Investors gain access to companies that have shown relatively stronger recent price performance within the Nifty 200 universe. |
Government bond allocation | The debt portion invests in sovereign securities, which carry negligible credit risk. |
Passive investment approach | The objective is to closely track the benchmark, making the investment process transparent and disciplined. |
Automatic portfolio rebalancing | Changes in the benchmark are reflected in the portfolio without investors having to make separate investment decisions. |
Low entry barrier | Investors can begin with a minimum SIP of ₹99 or a lump sum investment of ₹5,000. |
What are the key risks?
Risk | What does it mean? |
Equity market risk | The equity portion may decline if stock markets fall. |
Momentum strategy risk | Stocks that have performed well in the past may not continue to outperform in the future. |
Interest rate risk | Rising interest rates can reduce the market value of Government securities held by the fund. |
Tracking error | The fund’s returns may differ slightly from the benchmark due to expenses, cash holdings and portfolio rebalancing. |
Passive investment risk | The fund does not actively avoid underperforming sectors or stocks because it follows the index. |
Market volatility | Short-term fluctuations in equity and bond markets may cause the NAV to rise or fall. |
Liquidity risk | Under certain market conditions, buying or selling securities may become difficult, affecting fund performance. |
Who may consider this fund?
Investor Type | Why? |
Long-term investors | They may benefit from the growth potential of equities while having some allocation to Government securities. |
Passive investors | Suitable for investors who prefer index-based investing instead of active fund management. |
Investors seeking diversification | The scheme combines equity and debt exposure within a single fund. |
Existing mutual fund investors looking for a satellite allocation | The fund may complement a diversified portfolio by providing exposure to a momentum-based strategy. |
Investors comfortable with market-linked returns | Returns depend on the performance of the underlying benchmark and are not guaranteed. |
Who may not find it suitable?
Investor Type | Why? |
Investors seeking guaranteed returns | The fund is market-linked and does not offer assured returns. |
Short-term investors | Market volatility can affect returns over shorter investment periods. |
Conservative investors looking for stable income | The equity allocation can result in fluctuations in portfolio value. |
Investors expecting active fund management | The scheme follows a passive index-tracking approach and does not actively select investments. |
Investors uncomfortable with equity market movements | The fund’s value can decline during periods of market weakness. |
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund vs traditional investment options
Investment option | Return Potential | Risk | Complexity |
Fixed Deposit | Low | Low | Low |
Debt Mutual Fund | Low to Moderate | Low to Moderate | Moderate |
Hybrid Mutual Fund | Moderate to High | Moderate | Moderate |
Equity Mutual Fund | High | High | Moderate |
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund | Moderate to High (market-linked) | Moderate to High | Moderate |
Zenith Finserve’s Review
The Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund offers a distinctive combination of momentum-driven equity exposure and medium-term Government securities through a single passive investment vehicle.
It is ideal for investors who prefer momentum based strategy with stability of Government securities.
How can Zenith Finserve help You?
At Zenith Finserve, we follow a process driven investment framework. We assess your goals, cash flows, risk profile, time horizon, existing investments, loans, and tax situation before suggesting investments.
We align our investment suggestions to match your needs. Then, we review them periodically to keep them aligned with your changing life and financial position.
Frequently Asked Questions
1. What is the Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund?
It is an open-ended equity-oriented hybrid index fund that aims to replicate the performance of the Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index. The fund invests approximately 75% in momentum-based equities and 25% in Government of India securities.
2. When is the NFO open for subscription?
The New Fund Offer opened on 10-July 2026 and closes on 22 July 2026. The scheme is scheduled to reopen for continuous purchase and redemption on 29 July 2026.
3. What is the minimum investment amount?
The minimum lump sum investment during the NFO is ₹5,000. Additional investments can be made from ₹1,000, while SIPs start from ₹99.
4. Does the fund guarantee returns?
No. The fund invests in market-linked securities, and returns depend on the performance of the underlying benchmark. There is no guarantee of returns or capital protection.
5. Why does the fund include Government securities?
The Government securities allocation forms part of the benchmark index. It aims to provide diversification alongside the equity portfolio, although their value can still fluctuate with changes in interest rates.
6. Is this an actively managed mutual fund?
No. This is a passive index fund. The fund manager seeks to replicate the benchmark index rather than actively selecting stocks or changing the asset allocation based on market views.
7. What is tracking error?
Tracking error is the difference between the fund’s returns and the benchmark’s returns. It may arise because of fund expenses, cash holdings, rebalancing activities or other operational factors.
8. Is there any entry or exit load?
The scheme does not levy an entry load or an exit load, as mentioned in the Scheme Information Document. However, applicable statutory charges, such as stamp duty on purchases, continue to apply.
