NIFTY 500 on WebNotes

Nifty 500 index fund

Tue, 19 May 2026 00:00:00 +0000

A Nifty 500 index fund is a passive mutual fund that holds the constituents of the Nifty 500 in their index weights, giving Indian investors broad-market equity exposure across large-cap, mid-cap and small-cap in one holding. The Nifty 500 covers the top 500 NSE-listed companies by full market capitalisation, about 92 per cent of the free-float market cap of the National Stock Exchange as on 30 March 2026. That makes a Nifty 500 fund the broadest single-index passive option in the Indian mutual fund universe, far wider than a Nifty 50 fund (top 50 only) or the segment-specific Nifty Midcap 150 and Nifty Smallcap 250 funds.

Flexi Cap mutual fund in India

Sat, 16 May 2026 00:00:00 +0000

A Flexi Cap mutual fund in India is an open-ended actively managed equity scheme that invests a minimum of 65 per cent of total assets in equity and equity-related instruments across the full market-capitalisation spectrum, with no mandatory minimum allocation to any individual market-cap segment (large-cap, mid-cap, or small-cap). The category was introduced by SEBI through Circular SEBI/HO/IMD/DF3/CIR/P/2020/228 dated 6 November 2020, as a direct response to industry concerns following the September 2020 multi-cap reclassification that had mandated a 25-25-25 large-mid-small allocation for the Multi Cap Fund category. The Flexi Cap category was created to preserve the structural flexibility that the pre-September-2020 Multi Cap framework had provided, allowing AMCs to maintain genuinely market-cap-flexible equity funds without the new Multi Cap allocation constraints.

NIFTY 500 TRI

Tue, 12 May 2026 00:00:00 +0000

The NIFTY 500 Total Returns Index (NIFTY 500 TRI) is the dividend-reinvested variant of the NIFTY 500, the broadest major index in the NIFTY family. It covers the 500 largest companies listed on the National Stock Exchange of India (NSE) by full market capitalisation, representing approximately 96% of NSE’s total free-float market capitalisation. Published by NSE Indices Limited, the NIFTY 500 TRI includes companies from all three SEBI-defined market-cap segments – large-cap (top 100), mid-cap (101-250), and small-cap (251-500) – providing a single composite benchmark for broad-market equity mutual fund strategies.