Zerodhaamc - Nxt100case · NSE:NXT100CASE
Zerodhaamc - Nxt100case — Zerodha Fund House — Investor Presentation (March 2026)
9 slides from Zerodhaamc - Nxt100case's investor presentation, Mar 23, 2026
Slide 1: Introducing Zerodha Nifty MidSmallcap400 50:50 Index Fund
Zerodha Fund House (@) 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
Broad Based Exposure To a) 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 50% 5.38% 349 31.7% et
Slide 3: A Satellite To Core Portfolios
A Satellite To Core Portfolios Q 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 Typically consists of a + diversified mix of assets that se
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% wo a S 350.00% ov 2 300.00% a 2 250.00% 5 @ 200.00% vu 5S 150.00% 8 2
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 Taxed at 20% Short-term capital gains TAX Pp For investment period <= 12 month, gains are treated as short-term capital gains & taxed at 20% (plus 4% cess and surcharge, if any
Slide 6: CEO message: investing should be simple and accessible
QO 6¢ 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 Hous
Slide 7: Available on All major platforms
Available on All major platforms O Coin @ Groww rer) Dhan G ET Money 4 Paytm Money wh IND Money @. 5 Paisa ‘o MFU ®us 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
Slide 8: Fund scheme details and risk-o-meter
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 Riskco-meterotthe schene Risk-o-meter of the Benchmark who are seeking* (Nifty MidSmallcap400 50:50 Index TRI) Long Term Capital
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
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