Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth

Fund Card download factsheet

Value Research Rating

Unrated

Our Opinion

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Riskometer

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Very High

Returns

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Calculate SIP Returns of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

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This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Other details of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth

Assets

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₹-- Cr

Exit Load (Days)

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--

Min. Investment (₹)

100

Min. Withdrawal (₹)

1

Min. SIP Investment (₹)

100

Min. No of Cheques

1

About Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth

Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth is a equity mutual fund scheme of Zerodha Mutual Fund. Launched on April 06, 2026, it is currently managed by Kedarnath Mirajkar. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.

Suitability

Mid-cap funds are suitable for investors:

  • Seeking exposure in mid-cap stocks for high returns
  • Aiming for long-term wealth creation
  • With a 7+ year investment horizon
  • 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
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FAQ for Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth can be bought from the Zerodha Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

Over the past five years, Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth has delivered an annualised return of % as of 19-Mar-2026.

The minimum investment required to start investing in Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.