Zerodha Nifty Midcap 150 ETF
A simple ETF to take midcap 150 exposure in your portfolio
Returns
3.79%AUM
₹102.63Cr
Risk
Very High
iNAV
₹10.4176
Ideal for
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.
Past Performance
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
| Top 7 Equity Holdings | Weightage (%) |
|---|---|
| Bse Limited | 2.77 % |
| Max Healthcare Inst Ltd | 2.69 % |
| Suzlon Energy Ltd | 2.16 % |
| Dixon Technologies India Ltd | 1.77 % |
| Pb Fintech Ltd | 1.74 % |
| Persistent Systems Ltd | 1.62 % |
| Hdfc Asset Management Company Ltd | 1.59 % |
Fund Manager
Kedar has an experience of 19 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 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.
Other Funds
Zerodha Nifty LargeMidcap 250 Index Fund
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
