Zerodha Nifty MidSmallcap400 50:50 Index Fund
An index fund that gives equal exposure to mid and small-cap segments of the Indian market
NFO Starts
Mar 23
NFO Ends
Apr 6
Risk
Very High
Min. Amount
₹100
Ideal for
About the fund
The Zerodha Nifty MidSmallcap400 50:50 Index Fund is an equity index fund designed for investors looking to gain equal exposure to both the mid and small-cap segments of the Indian market based on free float market capitalisation.
The Zerodha Nifty MidSmallcap400 50:50 Index Fund is an equity index fund designed for investors looking to gain equal exposure to both the mid and small-cap segments of the Indian market based on free float market capitalisation. While large-caps form a foundation in most portfolios, the next leg of market opportunities lies beyond them - in the mid and smallcap segments.
This is where this fund fits in. Think of it as the satellite to your large-cap core - a focused allocation beyond the large cap segment. Mid and small-cap segments may contribute to higher growth potential, albeit with relatively higher volatility, together offering a balanced risk-return profile.
This fund might be suitable for someone who has a very high risk appetite and is looking to invest with a long term horizon in mind.
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
Riskometer of the scheme
Riskometer of the benchmark - Nifty MidSmallcap400 50:50 Index TRI
This product is suitable for investors who are seeking*:
- Long term capital growth
- Investment in securities covered by Nifty MidSmallcap400 50:50 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.
Other Funds
Frequently Asked Questions
Fund Overview
The Zerodha Nifty MidSmallcap400 50:50 Index Fund tracks the Nifty MidSmallcap400 50:50 Index TRI which intends to measure the performance of both the mid and small-cap companies in equal proportion.
If ₹1000 is invested in this index fund, ₹500 will be allocated towards the 150 mid-cap companies and the remaining ₹500 will be allocated towards the 250 small-cap companies as per Nifty MidSmallcap400 50:50 Index.
The Zerodha Nifty MidSmallcap400 50:50 Index Fund is a passively managed index fund which tracks the performance of a Nifty MidSmallcap400 50:50 Index TRI, subject to tracking error.
The portfolio of the Zerodha Nifty MidSmallcap400 50:50 Index Fund will be rebalanced within 7 calendar days post any change in the constituents of the Nifty MidSmallcap400 50:50 index due to periodic review.
The minimum investment amount for investors looking to invest in the Zerodha Nifty MidSmallcap400 50:50 Index Fund is ₹100.
Suitable for
The Zerodha Nifty MidSmallcap400 50:50 Index Fund is an open ended passively managed scheme suitable for investors looking for equal exposure between the mid-cap and small-cap segments of the Indian equity markets with an aim to create wealth over the long term.
The Zerodha Nifty MidSmallcap400 50:50 Index Fund is suitable for investors who have a long-term investment horizon in mind.
The Zerodha Nifty MidSmallcap400 50:50 Index Fund invests primarily in equity and equity related instruments across mid-cap and small-cap segments of the Indian economy. Hence, it is a Very High Risk scheme.
Mode of Investing
The NFO for the Zerodha Nifty MidSmallcap400 50:50 Index Fund is available on Coin by Zerodha, smallcase, Groww, Kuvera, Paytm Money, IND Money, CAMS Online, MFU and MFC and other such platforms.
Investors can invest in the Zerodha Nifty MidSmallcap400 50:50 Index Fund via both Lumpsum and SIPs.