Zerodha Nifty Midcap 150 ETF
A simple ETF to take midcap 150 exposure in your portfolio
AUM
₹18.63Cr
Expense Ratio
0.18%
Risk
Very High
iNAV
₹10.5636
Ideal for
Long Term
Mid-cap exposure
DIY investors
About the fund
The Zerodha Nifty Midcap 150 ETF is an exchange traded fund (ETF) that gives you access to invest in India’s 150 mid-market capitalization companies (also known as mid-caps), while diversifying across major sectors of the economy.
Mid-cap companies often have potential to grow faster due to their relatively smaller size and thus have scope to become future industry leaders. Historical data indicates that the Nifty Midcap 150 index may offer better return potential compared to large-caps, but may also be more volatile compared to them at times.
This ETF may be suitable for someone who has a long term investment horizon in mind and at the same time willing to embrace a high level of risk in their portfolio. You can start investing in the Zerodha Nifty Midcap 150 ETF with as low as Rs.10/- once listed using your preferred stock brokers.
*Mid-cap companies can be defined as the 150 mid-market capitalization companies based on full market capitalization that are part of the Nifty 500 universe
Past Performance
Tax Implication
Investment period < 1 year
Gains/profits are treated as short-term capital gains & taxed at 15% (plus surcharge, if any and 4% cess).
Investment period >= 1 year
No tax for gains upto ₹1 Lakh in a financial year. Gains above ₹1 Lakh in a financial year are taxed at 10% (plus surcharge, if any and 4% cess).
Returns & Tax Calculator
| Top 7 Equity Holdings | Weightage (%) |
|---|---|
| Max Healthcare Inst Ltd | 2.12 % |
| Suzlon Energy Ltd | 1.99 % |
| Indian Hotels Co Limited Inr10 | 1.70 % |
| Cummins India Ltd | 1.52 % |
| Persistent Systems Ltd | 1.51 % |
| The Federal Bank Limited | 1.42 % |
| Cg Power And Industrial Solutions Limited | 1.42 % |
Fund Manager
Kedar has an experience of 17 years in financial markets, across multiple roles at Aditya Birla Sunlife AMC Ltd (ABSLAMC), including fund management for passive products, where he managed 13 ETFs and Index Funds in equity & commodity. Kedar's belief in his own words is - "Passive investing uses the collective intelligence of the market instead of manually picking stocks and works for most investors."
Downloads
Riskometer
Riskometer of the scheme
Riskometer of the benchmark - Nifty Midcap 150 Index TRI
This product is suitable for investors who are seeking*:
- Long term capital growth
- Investment in equity and equity related securities covered by Nifty Midcap 150 Index
Investors should understand that their principal will be at Very High Risk
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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