Zerodhaamc - Nxt100case · NSE:NXT100CASE
Zerodhaamc - Nxt100case — Zerodha Asset Management Private — Investor Presentation (April 2026)
10 slides from Zerodhaamc - Nxt100case's investor presentation, Apr 1, 2026
Slide 1: A New Approach To Index Investing
A New Approach To Index Investing 2-in-1 Index Fund investing in Both Equity & Debt Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY
Slide 2: Invest In Equity & Debt In One Fund
Invest In Equity & Debt In One Fund By diversifying across key asset segments, the Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund invests in both equity and debt with exposure close to Nifty 100 TRI - Large Caps Invests in India's 100 largest companies for diversification and 35% s
Slide 3: One Investment That Simplifies Asset Allocation
One Investment That Simplifies Asset Allocation Managing your own allocation to equity & debt might be difficult. This fundstrives to make it effortless. Zerodha Nifty Largemidcap 250 Plus Other Funds 8-13 Yr G-Sec 70:30 Index Fund The allocation might vary based on Automatic - Index maintains a the
Slide 4: Aims To Balance Risk and Returns
Aims To Balance Risk and Returns 1.6 1.4 1.2 1 0.8 0.6 0.4 0.2 0 5 Year 10 Year 15 Year Risk Adjusted Returns Risk Adjusted Returns Nifty LargeMidcap250 Plus 8-13 Nifty LargeMidcap 250 TRI Yr G-Sec 70:30 Index The Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index has higher risk-adjusted returns t
Slide 5: Seeks To Soften Market Downturns
Seeks To Soften Market Downturns Nifty LargeMidcap 250 TRI Drawdown (%) Market Downturn (Jan 2011 - Dec 2012) Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 0.00% Index Drawdown (%) -5.00% -10.00% -15.00% -20.00% -25.00% -30.00% 2 2 2 1 1 1 2 1 1 1 1 1 1 1 1 1 ct r n n ct r l l p u p u a a O J A O J
Slide 6: Invest Via Both SIP & Lumpsum
Invest Via Both SIP & Lumpsum Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 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 surcharg
Slide 7: Management Quotes: Vishal Jain and Kedarnath Mirajkar
“ Most investors understand the value of holding both equity and debt. But the harder part is actually doing it consistently. The Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund removes that problem entirely. The 70:30 allocation is built into the index itself, rebalancing automatic
Slide 8: 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. MUTU
Slide 9: Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund
Zerodha Nifty Largemidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund (An open-ended scheme replicating/tracking Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index -TRI) Risk-o-meter of the scheme Risk-o-meter of the Benchmark Investment Objective (Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index - T
Slide 10: Disclaimers
Disclaimers This presentation dated 1st Apr, 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 on
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