Zerodhaamc - Nxt100case · NSE:NXT100CASE
Zerodhaamc - Nxt100case — Zerodha Fund House — Investor Presentation (October 2023)
10 slides from Zerodhaamc - Nxt100case's investor presentation, October 2023
Slide 1: The era of passive begins
The era of passive begins Index Funds By Zerodha Fund House NFO ends on 3rd Nov
Slide 2: Index Funds for Equity Exposure
Launching Index Funds for Equity Exposure With Tax Benefits Zerodha Nifty Zerodha ELSS Tax Saver LargeMidcap 250 Nifty LargeMidcap 250 Index Fund Index fund Min. Investment Lock-in Min. Investment Lock-in ₹100 No ₹500 3 years India’s top 250 companies Diversified across sectors Equal Large and Midca
Slide 3: Nifty LargeMidcap 250 Index
Built on an Index for Balanced Equity Exposure Nifty LargeMidcap 250 Index Align with India's Economy by diversifying across 20 sectors Offers the Sweet Spot between large cap & mid cap companies Proven Performance across different time periods Source: https://www.nseindia.com/products-services/indi
Slide 4: Covering stocks that Align with India's Economy
Covering 250 stocks that Align with India’s Economy Diversified across 20 Sectors & Equally across Market Caps 9.06% 27.74% 7.89% 7.32% 6.87% 34.45% 6.67% Financial IT Capital Goods Largecap Midcap Healthcare Auto Oil & Gas Others Above are the sector weights of Nifty LargeMidcap 250 index as on 29t
Slide 5: A fit across large and mid cap
A fit across large and mid cap Offering the Sweet Spot Nifty Midcap 150 Nifty LargeMidcap 250 Nifty 100 22.4% 18.7% 14.7% 10 year CAGR 600% Absolute returns since 2013 400% 200% 0% 13 15 17 1 9 21 2 3 20 20 20 20 20 20 Graphs are for illustrative purpose only. Source: NSE indices. Data as on Septemb
Slide 6: An index with a historical track record & Proven Performance
An index with a historical track record & Proven Performance CAGR Median rolling 10 yrs 18.7% 13.7% CAGR Median rolling 5 yrs 17.1% 13.6% Nifty LargeMidcap 250 Index has outperformed Nifty 100 Index for 7 years, in the last 10 calendar years NOTE: Past performance is not an indicator of future retur
Slide 7: NFO currently live and available on all major platforms
NFO currently live and available On all Major Platforms NFO Start 20th Oct, 2023 NFO End 3rd Nov, 2023 Scheme allotment 8th Nov, 2023 Coin Groww Kuvera Paytm Money IND Money CAMS Online MFU MFC
Slide 8: Suitable for investors with a long-term horizon
“ These index funds might be suitable for investors who have a long-term horizon in mind and want to benefit from the India growth story! Vishal Jain CEO, Zerodha Fund House
Slide 9: Risk-o-meter of the schemes
Risk-o-meter of the schemes Risk-o-meter of the Benchmark (Nifty LargeMidcap 250 Index - TRI) Investors should understand that their principal will be at: Very high risk Zerodha Nifty LargeMidcap 250 Index Fund (An open-ended scheme replicating/tracking Nifty LargeMidcap 250 Index) Zerodha ELSS Tax
Slide 10: Disclaimers
Disclaimers F This presentation dated 30 October, 2023 has been prepared by Zerodha Asset Management Private Limited based on the publically available data and other sources believed to be reliable. Any calculations made are approximations, meant as guidelines only, which you must confirm before rel
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