Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth
Equity: Mid Cap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Mid CapBenchmark: Nifty MidSmallcap400 50:50 Total Return Index
NAV: ₹11.27-0.46%
17 Jul 2026
Rolling Returns Analysis
Rolling annualized returns of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|
Trailing Returns
Point-to-point returns of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
5%
10%
15%
4.8%
3.5%
YTD
1.9%
1.6%
0.9%
1 M
6.5%
4.9%
6 M
6.0%
5.0%
1 Y
19.6%
19.5%
3 Y
17.1%
17.8%
5 Y
17.1%
18.2%
10 Y
Fund
Equity: Mid Cap
Nifty MidSmallcap400 50:50 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | - | 1.90% | - | - | - | - | - | 12.68% |
| Equity: Mid Cap | 4.80% | 1.56% | 6.50% | 5.98% | 19.60% | 17.08% | 17.09% | - |
| Nifty MidSmallcap400 50:50 Total Return Index | 3.48% | 0.90% | 4.90% | 5.04% | 19.48% | 17.76% | 18.22% | - |
| Rank in category | - | 18 | - | - | - | - | - | - |
| Funds in category | 50 | 53 | 50 | 45 | 37 | 28 | 19 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
Add benchmark
Frequently Asked Questions
What are the 1-year returns of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth?
The 1-year return for Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 3-year returns of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth?
The 3-year CAGR for Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth?
The 5-year CAGR for Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth since inception?
Since its launch on 12 Apr 2026, Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth has delivered a CAGR of 12.68%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth performed vs its category over the long term?
Category rank for Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth?
The Sharpe ratio of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth?
The alpha of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth?
The beta of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth?
Rolling returns for Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct-Growth are shown in the Rolling Returns section above.