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
Fund0.37%
Cat. Avg.-0.91%
2Y
Fund0.24%
Cat. Avg.0.60%
3Y
FundN/A
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund2.93%
Cat. Avg.-6.26%
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 Ltd | 9.81 | 3.88% |
| 2 | The Federal Bank Limited | 5.05 | 2.00% |
| 3 | Multi Commodity Exchange of India Limited | 4.50 | 1.78% |
| 4 | Suzlon Energy Limited | 4.45 | 1.76% |
| 5 | Hero MotoCorp Limited | 3.87 | 1.53% |
| 6 | GE Vernova T&D India Limited | 3.80 | 1.51% |
| 7 | IndusInd Bank Limited | 3.78 | 1.50% |
| 8 | Bharat Heavy Electricals Limited | 3.75 | 1.48% |
| 9 | Laurus Labs Limited | 3.66 | 1.45% |
| 10 | Lupin Limited | 3.65 | 1.44% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59369 | -1.1% | -2.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.24 L. | +3.2% | +3.2% |
| SI | 08 Jul, 24 | 1.40 L. | 1.45 L. | +3.3% | +2.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.00 L. | +0.4% | +0.4% |
| 2Y | 16 Oct, 24 | 1 L. | 1.00 L. | +0.5% | +0.2% |
| SI | 18 Jun, 24 | 1 L. | 1.07 L. | +7.0% | +2.9% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.