Hi Guys, here is a brief review of the Recently Launched Zerodha Nifty LargeMidcap 250 Index Fund
-Index has 50-50 weights for Large Cap and Mid Caps with quarterly reset. So in a sense it is combination of 2 Index Funds - Nifty 100 Large Cap + Nifty 150 Mid Caps.
-Over the past 15 years, these 2 funds have yielded returns of 18-19% CAGR.
-Zerodha, as an AMC, will only focus on Index Funds
-Team is relatively new, but shouldn't be a Major Concern as these are Passive Funds.
-Acceptable Expense Ratio of 0.20%. Zero Exit Load and No Lock-In
-Index has 50-50 weights for Large Cap and Mid Caps with quarterly reset. So in a sense it is combination of 2 Index Funds - Nifty 100 Large Cap + Nifty 150 Mid Caps.
-Over the past 15 years, these 2 funds have yielded returns of 18-19% CAGR.
-Zerodha, as an AMC, will only focus on Index Funds
-Team is relatively new, but shouldn't be a Major Concern as these are Passive Funds.
-Acceptable Expense Ratio of 0.20%. Zero Exit Load and No Lock-In
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