MF Gyan
indexHigh riskLess than a year old

Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option

Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market. From Zerodha Mutual Fund. It's been running since 13 Apr 2026.

This fund is under 3 years old — its short track record makes comparing to peers or judging consistency less reliable.
Latest price per unit
₹11.4774
▼ 0.01% today
As of 4 Sep 2026 · updated once each business day
Not enough price history yet to tell the money story.
How it compares to peers

Vs 500 other funds in Other Scheme - Index Funds

Same plan
Bumpiness (3Y)
13.22%median 13.31% (-0.09%)
Rank #243 of 501Less risky than 52% of peers
Worst-ever drop
-4.50%median -17.34% (+12.84%)
Rank #342 of 501Less risky than 32% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
13.2%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-4.50%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option against other index funds.

Technical details (for the pros)
CAGR — 1 year—
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch38.52%
Volatility — 1 year (annualised)13.22%
Volatility — 3 years (annualised)13.22%
Max drawdown — 1 year-4.50%
Max drawdown — 3 years-4.50%
Sharpe ratio — 1 year (rf=6%)1.99
Sharpe ratio — 3 years (rf=6%)1.99

Fund info

Fund house
Zerodha Mutual Fund
Category
Other Scheme - Index Funds
Plan
Direct
Option
Growth
ISIN (Growth)
INF0R8F01190
ISIN (Div re-invest)
—
Fund code
154306
First price on record
13 Apr 2026 · 101 daily prices

About Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option

Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option is a Other Scheme - Index Funds offered by Zerodha Mutual Fund under the Direct plan with the Growth option. It has approximately 1 year of NAV track record. The fund falls in the index category — Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market.

The current NAV of Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option is ₹11.4774 (as of 4 Sep 2026). Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 13.2% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 4.5%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option?+

The latest NAV of Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option is ₹11.4774 as of 4 Sep 2026, down 0.01% from the previous day. NAV is updated once a business day after the market close.

What category does Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option belong to?+

Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option is categorised as Other Scheme - Index Funds. Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market.

How risky is Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 13.2%, Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option a direct plan?+

Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option?+

Zerodha Nifty MidSmallcap400 50:50 Index Fund - Direct Plan - Growth Option has NAV history available from 13 Apr 2026 — approximately 1 year of track record and 101 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.