Zerodha NIFTY Midcap 150 ETF
Expense Ratio: N/A
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Midcap 150 TRI
Inception: 27-05-2024
Exit Load: Nil
Fund Size:₹163.79 Cr
Performance
1Y
Fund5.98%
Cat. Avg.3.39%
2Y
Fund4.71%
Cat. Avg.2.48%
3Y
FundN/A
Cat. Avg.-21.07%
5Y
FundN/A
Cat. Avg.-17.20%
10Y
FundN/A
Cat. Avg.-20.12%
SI
Fund6.13%
Cat. Avg.-5.90%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | BSE Limited | 9.49 | 3.09% |
| 2 | Hero MotoCorp Limited | 6.42 | 2.09% |
| 3 | Persistent Systems Limited | 5.46 | 1.78% |
| 4 | Clearing Corporation of India Limited | 5.32 | 1.73% |
| 5 | Suzlon Energy Limited | 5.25 | 1.71% |
| 6 | Coforge Limited | 5.11 | 1.66% |
| 7 | The Federal Bank Limited | 5.08 | 1.65% |
| 8 | PB Fintech Limited | 4.91 | 1.60% |
| 9 | Cummins India Limited | 4.85 | 1.58% |
| 10 | Dixon Technologies (India) Limited | 4.79 | 1.56% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63982 | +6.6% | +14.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.32 L. | +10.3% | +10.3% |
| SI | 08 Jul, 24 | 1.25 L. | 1.38 L. | +10.3% | +9.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.06 L. | +6.0% | +6.0% |
| 2Y | 16 Jul, 24 | 1 L. | 1.10 L. | +9.6% | +4.7% |
| SI | 18 Jun, 24 | 1 L. | 1.13 L. | +13.2% | +6.1% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.