Equity Multicap Tracker
This model portfolio offers multi-segment equity exposure by investing across different spectrums of market capitalization
Returns
ETFs
3
Min. Amount
₹32
Ideal for
About the model portfolio
This model portfolio offers multi-segment equity exposure by investing across different spectrums of market capitalization.
This model portfolio offers multi-segment equity exposure by investing across different spectrums of market capitalization. It aims to provide a balanced approach to equity investing by blending the growth potential of large-caps, mid-caps and small-caps. This strategy allows investors to participate in the broader market’s growth story without concentrating risk in a single segment.
The exposure is taken via three ETFs from Zerodha Mutual Fund:
- Zerodha Nifty 100 ETF - Invests in India’s top 100 companies, representing large-caps.
- Zerodha Nifty Midcap 150 ETF - Invests in 150 emerging companies, representing mid-caps.
- Zerodha Nifty Smallcap 100 ETF – Invests in 100 smaller companies, representing small-caps.
Live Performance
Tax Implication
Each ETF in this model portfolio has specific tax implications that depend on the nature of its underlying investments. Your individual tax liability will be determined by the type of ETF, its holding period, and the capital gains or returns earned. To know more, check the tax implications of each underlying ETF separately.
| Top Constituents | Weightage (%) |
|---|---|
| Zerodha Nifty 100 ETF | 35.00 % |
| Zerodha Nifty Midcap 150 ETF | 35.00 % |
| Zerodha Nifty Smallcap 100 ETF | 30.00 % |
Resources
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Milestone 2050 Target Date
Milestone 2055 Target Date
