MID150CASE

Zerodha Nifty Midcap 150 ETF

MID150CASE

A simple ETF to take midcap 150 exposure in your portfolio

Returns

N/A

AUM

₹35.88Cr

Risk

Very High

iNAV

₹10.7752

Ideal for

check

Long Term

check

Mid-cap exposure

check

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.

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

Current value ofinvested once at launch of index would be
For periods above 1 year, returns are annualized (CAGR). Monthly SIP Returns denotes XIRR. Past performance doesn't guarantee future results. Fund returns may vary due to tracking errors and expenses compared to benchmark returns.

Tax Implication

Investment period <= 1 year

Gains/profits are treated as short-term capital gains & taxed at 20% (plus 4% cess and surcharge, if any).

Investment period > 1 year

Gains/profits are treated as long-term capital gains and are tax-free upto ₹1.25 lakhs in a financial year. Gains above ₹1.25 Lakhs in a financial year are taxed at 12.5% (plus 4% cess and surcharge, if any).

Returns & Tax Calculator

You Invested
0
(-) Stamp Duty Charges 0.005%
0
Actual Investment
0
(+) Est. Returns 12%
0
(-) STT 0.001%
0
(-) Exit Load
(No Exit Load is charged)
₹ 0
You Make (Before Tax)
0
(-) Tax
0
You Make (After Tax)
0
The calculator shown above is intended solely for educational purposes, offering conceptual clarity to investors based on the information provided. Full disclaimer here.
Holdings
As on Dec 10, 2024
Group By
Top 7 Equity HoldingsWeightage (%)
Max Healthcare Inst Ltd
2.38 %
Suzlon Energy Ltd
2.27 %
Bse Limited
2.13 %
Indian Hotels Co Limited Inr10
2.11 %
Pb Fintech Ltd
1.98 %
Persistent Systems Ltd
1.93 %
Dixon Technologies India Ltd
1.90 %
Fund Details
As on Dec 10, 2024
NAV
₹10.7753
Expense Ratio
0.21%
Exit Load
0%
Tracking Error
0.08%
Lock-in Period
No
Creation Units
783000
Bloomberg Code
ZMID150 IN Equity

Fund Manager

Kedarnath Mirajkar

Kedarnath Mirajkar

LinkedIn

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."

Riskometer

very-high

Riskometer of the scheme

very-high

Riskometer of the scheme

very-high

Riskometer of the benchmark - Nifty Midcap 150 Index TRI

This product is suitable for investors who are seeking*:

  1. Long term capital growth
  2. 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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