Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
A 2-in-1 index fund that combines equity growth potential with the hedge of government securities
NFO Starts
Apr 1
NFO Ends
Apr 15
Risk
Very High
Min. Amount
₹100
Ideal for
About the fund
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is a one of its kind hybrid index fund designed for investors looking to gain exposure to both Indian equities and government securities within a single, passively managed fund.
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is a one of its kind hybrid index fund designed for investors looking to gain exposure to both Indian equities and government securities within a single, passively managed fund. This fund tracks an index that allocates 70% to the Nifty LargeMidcap 250 Index and 30% to the Nifty 8-13 yr G-Sec Index - rebalanced every month.
To understand how it allocates, for example, if you invest ₹100 in this fund, close to ₹35 will be allocated towards the top 100 large cap companies by market cap, about ₹35 will be allocated to the next 150 midcap companies which forms the 70% allocation to equities and the remaining, say ₹30, will be allocated towards G-Secs.
Equity allocation gives you broad exposure across top 250 large and mid-cap indian companies based on market cap, potentially capturing the India growth story. The G-Sec allocation is backed by government securities that may help soften the impact of equity volatility to offer balance to the portfolio.
This fund might be suitable for someone who wants equity-driven growth along with a sovereign debt component to reduce overall portfolio risk - You can choose to start investing with an investment amount as low as ₹100.
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
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."
Riskometer
Riskometer of the scheme
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Riskometer of the benchmark - Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index TRI
This product is suitable for investors who are seeking*:
- Long term capital growth
- Investment in securities covered by Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index
Investors should understand that their principal will be at Very High Risk
Note - The product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when actual investments are made.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
