October 2, 2026
mayank
Zerodha Nifty MidSmallcap400 50:50 Index Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.92 |
| NAV IDCW (Rs.) | — |
| Bonus NaV (Rs.) | — |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 1 |
| Benchmark |
Nifty MidSmallcap400 50:50 TRI
|
| AUM Rs. | 17 Cr |
| (As on 31-Aug-2026) | |
| Expense | 0.25% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 9.29% |
Suitable For Which Investors?
Mid-cap funds are suitable for investors:
1. Seeking exposure in mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
• Being passively managed, the fund replicates the portfolio of its chosen benchmark index
Fund’s Investment Strategy:
The scheme seeks to provide returns that, before expenses, align with the total returns of the securities constituting the Nifty MidSmallcap400 50:50 Index, subject to tracking error.
Fund Manager:
1) Kedarnath Mirajkar
Education: Mr. Mirajkar has done PGDBM (Finance)
Experience: Prior to joining Zerodha Mutual Fund, he has worked with ABSL AMC, HDFC Bank as a Deupty Manager, Bombay Dyeing as a Finance Executive. He has over 10 years of experience in the Mutual Fund Industry.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 1 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Zerodha Nifty MidSmallcap400 50:50 Index Fund
| Fund House | Zerodha Mutual Fund |
| Launch Date | 09-Apr-26 |
| Return Since Launch | 9.29% |
| Benchmark | Nifty MidSmallcap400 50:50 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 17 Cr |
| (As on 31-Aug-2026) | |
| Base Expense Ratio | 0.25% |
| (As on 30-Sep-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 10.00% |
Zerodha Nifty MidSmallcap400 50:50 Index Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Zerodha Nifty MidSmallcap400 50:50 Index Dir | — | 0.05 | -5.25 | -1.79 | — | — | — | — | — | — |
| BSE 150 MidCap TRI | — | -0.17 | -6.56 | -2.82 | — | — | — | — | — | — |
| Equity: Mid Cap | — | 0.00 | -6.48 | -2.40 | — | — | — | — | — | — |
| Rank within category | — | 26 | 6 | 17 | — | — | — | — | — | — |
| Number of funds in category | 50 | 54 | 54 | 53 | 52 | 47 | 37 | 28 | 24 | 19 |
Peer Comparison of Zerodha Nifty MidSmallcap400 50:50 Index Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Zerodha Nifty MidSmallcap400 50:50 Index Dir | Unrated | — | — | — | 0.25 | 17 | 9.29 | — | 5M | 10.00 |
| Motilal Oswal Nifty Midcap 150 Dir | 3 out of 5 stars | 4.40 | 13.46 | 14.50 | 0.23 | 4,151 | 21.53 | 1.00 (15) | 7Y | 21.00 |
| Nippon India Nifty Midcap150 Dir | 3 out of 5 stars | 4.33 | 13.24 | 14.27 | 0.25 | 2,845 | 18.01 | — | 5Y 7M | 24.00 |
| ICICI Pru Nifty Midcap 150 Index Dir | 3 out of 5 stars | 4.29 | 13.18 | — | 0.22 | 1,328 | 15.10 | — | 4Y 9M | 29.00 |
| SBI Nifty Midcap 150 Index Dir | 3 out of 5 stars | 4.26 | 13.21 | — | 0.34 | 1,292 | 17.54 | 0.25 (30) | 3Y 11M | 29.00 |
Zerodha Nifty MidSmallcap400 50:50 Index Fund Portfolio Analysis
| No. of Stocks | 400 |
| Top 10 Stocks | 9.66% |
| Top 5 Stocks | 5.52% |
| Top 3 Sectors | 56.49% |
| Portfolio P/B Ratio | 3.83 |
| Portfolio P/E Ratio | 27.23 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 41,105 | 69,771 |
| Large (%) | 5.88 | 12.29 |
| Mid (%) | 46.08 | 76.68 |
| Small (%) | 48.05 | 11.73 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.zerodhafundhouse.com/
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