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 2045 Target Date
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Milestone 2055 Target Date
Frequently Asked Questions
This model portfolio is designed to provide comprehensive exposure across three major segments of the equity market. By investing in large-cap, mid-cap, and small-cap companies, this model portfolio allows investors to participate in the broader market's growth without concentrating on a single segment.
Each ETF in the model portfolio carries its own level of risk. The overall risk of the Equity Multicap Tracker will depend on the combined risk of its underlying ETFs. Notably, small-cap stocks are generally considered to carry higher risk and volatility compared to large and mid-cap stocks. You can view the risk level of each fund on its respective page before investing:
Unlike a Large and Midcap portfolio, which focuses on the top 250 companies, this Multicap tracker expands its reach to include a significant 30% allocation to small-cap stocks. This inclusion provides exposure to a more aggressive segment of the market with the potential for long-term growth, but it may also increase the portfolio's overall risk and volatility.
The allocation across large-caps (35%), mid-caps (35%), and small-caps (30%) is determined by our internal research to create a widely diversified equity portfolio. The goal is to balance the stability offered by large-caps with the significant growth potential from the mid and small-cap segments, allowing the portfolio to capture opportunities wherever they may arise in the market.
This model portfolio is rebalanced on a quarterly basis. Once every quarter, this model portfolio is reviewed and the weights are aligned with the selected asset allocation strategy for the next quarter.
Your investment's taxation is determined upon redemption and is based on the tax laws governing domestic equity ETFs. Since all underlying components in this model portfolio are equity funds, they follow the same tax rules.
For comprehensive and up-to-date information regarding equity taxation, please visit the individual fund pages.