Large & Midcap Tracker
This model portfolio aims to track the performance of the Top 250 Large and Midcap companies in India
Returns
ETFs
2
Min. Amount
₹22
Ideal for
About the model portfolio
This model portfolio aims to track the performance of the Top 250 Large and Midcap companies in India
The model portfolio aims to track the performance of the Large and Midcap companies in India, i.e, Top 250 listed companies in India as per market capitalization. The exposure is taken with the help of two ETFs from Zerodha Mutual Fund:
- Zerodha Nifty 100 ETF - This ETF invests in securities part of the Nifty 100 Index (or Large Cap).
- Zerodha Nifty Midcap 150 ETF - This ETF invests in securities part of the Nifty Midcap 150 Index (or Midcaps).
The confluence of relatively stable largecap companies and emerging midcap companies may prove to be a good combination with a potential to build long term wealth.
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 | 60.00 % |
| Zerodha Nifty Midcap 150 ETF | 40.00 % |
Resources
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Frequently Asked Questions
This tracker gives you exposure to the top 250 listed companies in India as per market capitalization. The combination of relatively stable large-cap companies and emerging mid-cap companies may prove to be a good combination with a potential to build long-term wealth.
Each ETF in the model portfolio carries its own level of risk. The overall risk of the Large and Midcap Tracker will depend on the combined risk of its underlying ETFs. You can view the risk level of each fund on its respective page before investing.
Both the index fund and the model portfolio provides access to India's top 250 listed companies by market capitalization. The primary difference lies in their allocation strategy. The model portfolio aims to maintain a fixed weighting: 60% in large-cap stocks (the top 100 companies) and 40% in mid-cap stocks (the next 150 midcap companies). In contrast, the index fund maintains an equal weight between both largecaps and midcaps.
The weights of large-caps and mid-caps are determined, taking into account the factors such as risk and returns - based on our internal research.
This model portfolio is rebalanced on a quarterly basis. Once every quarter, the research team reviews this model portfolio and realigns the weights with the selected asset allocation strategy for the next quarter.
Taxation upon Redemption:
Your investment's taxation is determined when you redeem it, based on the specific tax laws governing each of its underlying ETFs:
For comprehensive information regarding taxation, please visit the individual fund pages.