NIFTY LargeMidcap 250 on WebNotes

Zerodha Nifty LargeMidcap 250 Index Fund

Wed, 20 May 2026 00:00:00 +0000

Zerodha Nifty LargeMidcap 250 Index Fund is the flagship equity offering from Zerodha Fund House. It tracks the Nifty LargeMidcap 250 index, a benchmark combining the top-100 and next-150 stocks by market cap.

Index composition

Top 100 stocks: From Nifty 100 (large cap).
Next 150 stocks: From Nifty Midcap 150.
Total: 250 stocks.
Weighting: Free-float market cap; 50/50 large/mid allocation.

Scheme parameters

Attribute	Value
Category	Index fund (Equity)
Benchmark	Nifty LargeMidcap 250 TRI
TER (Direct)	~0.20%
Minimum investment	Rs 100
Exit load	Nil
Tracking method	Full replication
Rebalance	Semi-annual (per index)

Suitability

Investors with 7+ year horizon.
Diversified large + mid cap exposure in single fund.
Avoid pure large cap vs mid cap selection.
Self-directed direct investors comfortable with passive.

Risks

Equity market risk.
Tracking error vs benchmark (typically 0.10% to 0.30%).
Mid cap volatility higher than pure large cap.

For complex portfolios, consult a SEBI-registered Investment Adviser.

Nifty LargeMidcap 250 Index Fund

Mon, 18 May 2026 00:00:00 +0000

A Nifty LargeMidcap 250 Index Fund is a passive mutual fund scheme tracking the Nifty LargeMidcap 250 Index, comprising the top 100 large-cap Indian companies (Nifty 100) and the top 150 mid-cap companies (Nifty Midcap 150), with the index typically constructed in a 50-50 weight allocation between the two segments. The index is maintained by NSE Indices Limited.

For Indian retail investors, Nifty LargeMidcap 250 Index Funds offer:

Single-fund balanced large-mid exposure: 50 per cent large-cap stability + 50 per cent mid-cap growth.
Operational simplicity: One scheme instead of separate Nifty 100 + Nifty Midcap 150.
Low TER: 0.30-0.50 per cent annually.
Equity-oriented tax treatment: 12.5% LTCG advantage.

This article covers the index methodology, the major schemes, the role as balanced large-mid allocation, and the comparison with separate large-cap and mid-cap funds.

Large-and-midcap mutual fund

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

A large-and-midcap mutual fund in India is an open-ended equity scheme that must invest a minimum of 35% of its total assets in large-cap stocks (top 100 companies by AMFI ranking) and a minimum of 35% in mid-cap stocks (101st to 250th companies by AMFI ranking), under SEBI ’s October 2017 scheme categorisation circular. This dual minimum mandate creates a structurally blended exposure that provides the stability of large-cap companies alongside the higher growth potential of mid-cap companies.