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Zerodhaamc - Nxt100case — Zerodha Asset Management — Investor Presentation (March 2026)
9 slides from Zerodhaamc - Nxt100case's investor presentation, Mar 23, 2026
Slide 1: A Satellite To Core Portfolios
NFO Live A Satellite To Core Portfolios Introducing Zerodha Nifty MidSmallcap400 50:50 Index Fund MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY
Slide 2: Broad Based Exposure To Both Mid and SmallCap Segments of the Indian Market
Broad Based Exposure To Both Mid and SmallCap Segments Of the Indian Market The Zerodha Nifty Midsmallcap400 50:50 Index Fund tracks the performance of 150 midcap and 200 smallcap companies part of a diversified index Diversified across 20 Sectors & Equally across Market Caps 13.11% 26.33% 11.27% 6.
Slide 3: A Satellite To Core Portfolios
A Satellite To Core Portfolios While your core portfolio may serve as a foundation, satellite provides a more tactical opportunity at higher risk, which is where mid and small-caps might belong Highly volatile with high growth potential Midcaps Slow Moving Satellites Typically consists of a diversif
Slide 4: Diversify Your Equity Holdings Beyond LargeCaps
Diversify Your Equity Holdings Beyond LargeCaps A portfolio of large cap and midsmallcap 400 50:50 combined equally, has histrically offered better risk-adjusted returns compared to just a pure large-cap portfolio 450.00% 400.00% 6 Absolute returns since 201 350.00% 300.00% 250.00% 200.00% 150.00% 1
Slide 5: Invest Via Both SIP & Lumpsum
Invest Via Both SIP & Lumpsum Zerodha Nifty MidSmallcap400 50:50 Index Fund Min Investment Amount Lock-in Period ₹100 No Short-term capital gains Taxed at 20% For investment period <= 12 month, gains are treated as short-term capital gains & taxed at 20% (plus 4% cess and surcharge, if any) Long-ter
Slide 6: Available on All major platforms
Available on All major platforms Coin Groww Dhan ET Money Paytm Money IND Money 5 Paisa MFU CAMS online and more... Disclaimer: All the logos used in this slide are Trademark™ and Registered Trademark® of the respective holders. Use of them does not imply any affiliation or endorsement by them.
Slide 7: Quote from Vishal Jain, CEO, Zerodha Fund House
“ We've always believed that investing should be simple and accessible. A lot of India's growth story is still unfolding beyond the top 100 companies - and the Zerodha Nifty MidSmallcap400 50:50 Index fund is our way of making that accessible to every investor. Vishal Jain CEO, Zerodha Fund House
Slide 8: Zerodha Nifty MidSmallcap400 50:50 Index Fund
Zerodha Nifty MidSmallcap400 50:50 Index Fund (An open-ended scheme replicating/tracking the Nifty MidSmallcap400 50:50 Index - TRI) This product is suitable for investors Risk-o-meter of the scheme Risk-o-meter of the Benchmark who are seeking* (Nifty MidSmallcap400 50:50 Index TRI) Long Term Capit
Slide 9: Disclaimers
Disclaimers This presentation dated 23rd Mar, 2026 has been prepared by Zerodha Asset Management Private Limited based on the publicly available data and other sources believed to be reliable. Any calculations made are approximations, meant as guidelines only, which you must confirm before relying o
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