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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. 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.

(source: zerodhafundhouse.com)

Past Performance

Current value ofinvested once at launch of index would be
Nifty MidSmallcap400 50:50
₹2.03L(15.58%)
Gold
₹2.55L(16.86%)
Fixed Deposit
₹40,676(6.98%)
6.50%6.98%16.86%15.58%InflationFixed DepositGoldIndex
For periods above 1 year, returns are annualized (CAGR). Monthly SIP Returns denotes XIRR. Past performance doesn’t guarantee future results. Fund returns may vary due to tracking errors and expenses compared to benchmark returns.
(source: zerodhafundhouse.com)
Zerodha Nifty MidSmallcap400 50:50 Index Fund NFO:
Mutual Fund Zerodha Mutual Fund
Scheme Name Zerodha Nifty MidSmallcap400 50:50 Index Fund
Objective of Scheme 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.
Scheme Type Open Ended
Scheme Category Other Scheme – Index Funds
New Fund Launch Date 23 Mar 2026
New Fund Earliest Closure Date
New Fund Offer Closure Date 06 Apr 2026
Indicate Load Separately Nil
Minimum Subscription Amount 100
For Further Details Please Visit Website https://www.zerodhafundhouse.com
(source: https://www.amfiindia.com/)

Zerodha Nifty MidSmallcap400 50:50 Index Fund NFO

Application Form

Scheme Documents

(source: zerodhafundhouse.com)

Zerodha Nifty MidSmallcap400 50:50 Index Fund NFO Riskometer:

very-highvery-high

(source: zerodhafundhouse.com)