Zerodha Nifty MidSmallcap400 50:50 Index Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹10.76
Expense Ratio
NA
Min SIP
₹100
Fund Size
₹8Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: NIL
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
5.20%
Beta
NA
Sharpe Ratio
0.958774
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(0.00)%
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| Name | Sector(%) |
| Name | Assets(%) |
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- ICICI Prudential Nifty 200 Momentum 30 Index Fund
- HDFC BSE 500 Index Fund
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- UTI BSE Low Volatility Index Fund
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- Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund
- SBI Nifty50 Equal Weight Index Fund
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- Kotak Nifty India Tourism Index Fund
- DSP Nifty 50 Equal Weight Index Fund
- DSP Nifty Smallcap250 Quality 50 Index Fund
- Edelweiss Nifty Smallcap 250 Index Fund
- HDFC Nifty500 Multicap 50:25:25 Index Fund
- Tata Nifty200 Alpha 30 Index Fund
- Kotak Nifty 200 Momentum 30 Index Fund
- Motilal Oswal BSE Enhanced Value Index Fund
- SBI Nifty 500 Index Fund
- Bandhan Nifty100 Low Volatility 30 Index Fund
- Bandhan Nifty200 Momentum 30 Index Fund
- Tata Nifty Capital Markets Index Fund
- HDFC NIFTY 100 Equal Weight Index Fund
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Kedarnath Mirajkar
Zerodha Mutual FundTotal assets under management
₹3.85L Crores
Date of incorporation
20 Dec 2021
Zerodha Nifty MidSmallcap400 50:50 Index Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Zerodha Nifty MidSmallcap400 50:50 Index Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Zerodha Nifty MidSmallcap400 50:50 Index Fund has an AUM of ₹7.89 Cr as on 6/8/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 15.13%. The risk is Very High against the category average of 52.61.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Zerodha Nifty MidSmallcap400 50:50 Index Fund.
Ans. The expense ratio of Zerodha Nifty MidSmallcap400 50:50 Index Fund is 0%.