Mutual Funds Index fund Nifty LargeMidcap 250

Zerodha Nifty LargeMidcap 250 Index Fund

From WebNotes, a public knowledge base. Last updated . Reading time ~3 min.

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

AttributeValue
CategoryIndex fund (Equity)
BenchmarkNifty LargeMidcap 250 TRI
TER (Direct)~0.20%
Minimum investmentRs 100
Exit loadNil
Tracking methodFull replication
RebalanceSemi-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.

See also

External references

References

  1. Zerodha Fund House, Scheme Information Document, zerodhafundhouse.com.
  2. NSE Indices, Nifty LargeMidcap 250 methodology, niftyindices.com.

Related articles

Reviewed and published by

WebNotes Editorial Team

The WebNotes Editorial Team covers Indian capital markets, payments infrastructure and retail investor procedures. Every article is fact-checked against primary sources, principally SEBI circulars and master directions, NPCI specifications and the official support documentation published by the intermediary in question. Drafts go through a second-pair-of-eyes review and a separate compliance read before publication, and revisions are tracked against the SEBI and NPCI rule changes referenced in the methodology section.

Last reviewed
Conflicts of interest
WebNotes is independent. No relationship with any broker, registrar or bank named in this article.