Zerodha Nifty MidSmallcap400 50:50 Index Fund
Get the latest NAV of Zerodha Nifty MidSmallcap400 50:50 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.72
▲0.2%1D
NAV as on 20 May 2026
7.17%/per year
Since Inception
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454 people have invested ₹ 18.5L in Zerodha Nifty MidSmallcap400 50:50 Index Fund in the last three months
Peer comparison
Zerodha Nifty MidSmallcap400 50:50 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
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Zerodha Nifty MidSmallcap400 50:50 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | -- |
Benchmark | Nifty MidSmallcap400 50:50 Index TRI |
| AUM | -- |
| Inception Date | 9 April, 2026 |
| Min Lumpsum/SIP | ₹100/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About Zerodha Nifty MidSmallcap400 50:50 Index Fund
Zerodha Nifty MidSmallcap400 50:50 Index Fund is an equity fund. This fund was started on 9 April, 2026. The fund is managed by Kedarnath Mirajkar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Zerodha Nifty MidSmallcap400 50:50 Index Fund has ₹0 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
- The fund has an expense ratio 0.
Returns
Zerodha Nifty MidSmallcap400 50:50 Index Fund has given a CAGR return of 7.17% since inception.
Holdings
Zerodha Nifty MidSmallcap400 50:50 Index Fund has allocated its funds majorly in . Its top holdings are
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Zerodha Nifty MidSmallcap400 50:50 Index Fund
The primary goal is 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. There is no assurance or guarantee that the investment objective of the scheme would be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Zerodha Nifty MidSmallcap400 50:50 Index Fund has no lock in period.
Fund Manager
Kedarnath Mirajkar
Fund Manager of Zerodha Nifty MidSmallcap400 50:50 Index Fund, since 9 April 2026
Frequently Asked Questions for Zerodha Nifty MidSmallcap400 50:50 Index Fund
How do I invest in Zerodha Nifty MidSmallcap400 50:50 Index Fund?
- Download the INDmoney app.
- Search for ‘Zerodha Nifty MidSmallcap400 50:50 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.