Zerodha Nifty MidSmallcap400 50:50 Index Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -3.84% | -7.82% | -6.99% | -2.07% | – | – | – | – | – |
NAV history
About this fund
Zerodha Nifty MidSmallcap400 50:50 Index Fund is a passive index fund/ETF offered by Zerodha Mutual Fund, classified under Equity as Index Funds - Equity Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹10.43, with assets under management of about ₹8 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Zerodha Nifty MidSmallcap400 50:50 Index Fund does not yet have a full one-year track record, so trailing returns are limited. The direct-plan base expense ratio is 0.25%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis Nifty India Defence Index Fund Index Funds - Equity Funds | -7.26 | -6.71 | – | – | – | – | – | 0.20 |
| Invesco India BSE Sensex Index Fund Index Funds - Equity Funds | -1.70 | -4.61 | – | – | – | – | – | 0.15 |
| Invesco India Nifty Bank Index Fund Index Funds - Equity Funds | -2.25 | -3.68 | – | – | – | – | – | 0.14 |
| Groww Nifty Private Bank Index Fund Index Funds - Equity Funds | -1.62 | -2.24 | – | – | – | – | – | 0.31 |
| Axis Nifty Capital Markets Index Fund Index Funds - Equity Funds | -4.17 | -4.98 | – | – | – | – | – | 0.20 |
| Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Index Funds - Equity Funds | -6.37 | -3.53 | – | – | – | – | – | 0.40 |
| HDFC Nifty Auto Index Fund Index Funds - Equity Funds | -7.69 | -8.27 | – | – | – | – | – | – |
| Axis Nifty50 Equal Weight Index Fund Index Funds - Equity Funds | -4.31 | – | – | – | – | – | – | 0.20 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Zerodha Nifty Short Duration G-Sec Index Fund Index Funds - Debt Funds | -0.40 | 0.02 | 1.16 | – | – | – | – | 0.18 |
| Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Index Funds - Hybrid Fund | -4.65 | -5.62 | -4.10 | – | – | – | – | 0.30 |
| Zerodha Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.61 | – | – | – | – | – | – | – |
| Zerodha Nifty Next 100 ETF Exchange Traded Funds (ETFs) - Equity ETF | – | – | – | – | – | – | – | – |
| Zerodha Nifty 1D Rate Liquid ETF Exchange Traded Funds (ETFs) - Debt ETF | 0.42 | 1.21 | 2.45 | 4.95 | – | – | – | 0.23 |
| Zerodha Gold ETF Exchange Traded Funds (ETFs) - Gold ETF | -5.97 | -1.33 | -5.92 | 11.92 | – | – | – | 0.30 |
| Zerodha Nifty 100 ETF Exchange Traded Funds (ETFs) - Equity ETF | -3.35 | -5.44 | -5.90 | -9.69 | – | – | – | 0.22 |
| Zerodha Nifty Midcap 150 ETF Exchange Traded Funds (ETFs) - Equity ETF | -7.73 | -8.06 | -4.68 | -3.00 | – | – | – | 0.18 |