{"id":14386,"date":"2023-10-27T17:30:23","date_gmt":"2023-10-27T12:00:23","guid":{"rendered":"https:\/\/www.tickertape.in\/blog\/?p=14386"},"modified":"2023-10-27T18:57:25","modified_gmt":"2023-10-27T13:27:25","slug":"zerodhas-passive-investment-nfos-are-the-funds-youve-been-looking-for","status":"publish","type":"post","link":"https:\/\/www.tickertape.in\/blog\/zerodhas-passive-investment-nfos-are-the-funds-youve-been-looking-for\/","title":{"rendered":"Zerodha Launches Passive Funds: Should Investors Be Excited?"},"content":{"rendered":"\n<p>Investors are always on the lookout for simple and transparent investments in the <a href=\"https:\/\/www.tickertape.in\/blog\/what-is-equity\/\">equity<\/a> market. Enter <a href=\"https:\/\/www.zerodhafundhouse.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zerodha Fund House<\/a>, India&#8217;s sole AMC dedicated to crafting passive investment products. Zerodha Fund House offers a sweet spot for investors who have a longer-term horizon in mind when it comes to investing. The recent introduction of two new NFOs by Zerodha Fund House marks the advent of a long-anticipated era of passive investing\u2014a development eagerly awaited by investors. The two said funds follow the Nifty LargeMidcap 250 <a href=\"https:\/\/www.tickertape.in\/blog\/stock-market-index\/\">index<\/a> which partakes the 50-50 division of Large caps and Mid-cap companies in India, carefully creating a balanced, and diversified portfolio.&nbsp;<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_66_1 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.tickertape.in\/blog\/zerodhas-passive-investment-nfos-are-the-funds-youve-been-looking-for\/#What-is-the-Nifty-LargeMidcap-250-Index\" title=\"What is the Nifty LargeMidcap 250 Index?\">What is the Nifty LargeMidcap 250 Index?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.tickertape.in\/blog\/zerodhas-passive-investment-nfos-are-the-funds-youve-been-looking-for\/#Aligns-With-Indias-Growth-Story\" title=\"Aligns With India\u2019s Growth Story&nbsp;\">Aligns With India\u2019s Growth Story&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.tickertape.in\/blog\/zerodhas-passive-investment-nfos-are-the-funds-youve-been-looking-for\/#Offers-the-sweet-spot-across-Large-and-Mid-cap-companies\" title=\"Offers the sweet spot across Large and Mid-cap companies\">Offers the sweet spot across Large and Mid-cap companies<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.tickertape.in\/blog\/zerodhas-passive-investment-nfos-are-the-funds-youve-been-looking-for\/#Zerodha-Nifty-LargeMidcap-250-Index-Fund\" title=\"Zerodha Nifty LargeMidcap 250 Index Fund&nbsp;\">Zerodha Nifty LargeMidcap 250 Index Fund&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.tickertape.in\/blog\/zerodhas-passive-investment-nfos-are-the-funds-youve-been-looking-for\/#Zerodha-ELSS-Tax-Saver-Nifty-LargeMidcap-250-Index-Fund\" title=\"Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund\">Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.tickertape.in\/blog\/zerodhas-passive-investment-nfos-are-the-funds-youve-been-looking-for\/#Keep-in-mind\" title=\"Keep in mind;&nbsp;\">Keep in mind;&nbsp;<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.tickertape.in\/blog\/zerodhas-passive-investment-nfos-are-the-funds-youve-been-looking-for\/#Who-are-these-funds-for\" title=\"Who are these funds for?&nbsp;\">Who are these funds for?&nbsp;<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What-is-the-Nifty-LargeMidcap-250-Index\"><\/span>What is the Nifty LargeMidcap 250 Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>At the heart of the funds is the Nifty LargeMidcap 250 Index, a beacon of stability in a dynamic market. The fund tracks the NIFTY LargeMidcap 250 index and it invests in the top 250 companies in India. It not only diversifies investments across companies but also spreads across different sectors; like Financial Services, Oil and Gas, Healthcare etc.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Aligns-With-Indias-Growth-Story\"><\/span>Aligns With India\u2019s Growth Story&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The index puts money in Large-cap and <a href=\"https:\/\/www.tickertape.in\/blog\/mid-cap-stock\/\">mid-cap stocks<\/a> in a 1:1 ratio. This <a href=\"https:\/\/www.tickertape.in\/blog\/mitigating-portfolio-risk-through-diversification\/\">diversification<\/a> allows the index to be spread across 20+ sectors, aligning with the growing economy of India. The goal of such diversification is to ensure that Largecaps bring stability to the portfolio and Midcaps bring extra growth potential. The index rebalances itself every quarter, so for example; Midcaps perform better than Largecaps, it rebalances the allocation, and vice versa.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/p-EKyio0dwy0N_ITr5gTql4ugzpkNrfhM4nLuNKGu1xiuqSiCpRcL6VfnyvzHYQ3hjDqF60e1UFiHOMp6zwlVKEyllrDVG4c1pDgMi2zRhbyuEnMGhDoCA2G4qjSpLfa6uq8Nv2bihiJ6gyBuVxWb8k\" alt=\"\"\/><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Offers-the-sweet-spot-across-Large-and-Mid-cap-companies\"><\/span>Offers the sweet spot across Large and Mid-cap companies<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The 1:1 split of the fund between Large and Mid-cap companies offers a sweet spot of proven performance over the years. The fund is a balanced fit between the Nifty 100 and the Nifty Midcap 150 index, which helped the index never witness negative returns in the 7-year and 10-year investment horizon, based on daily rolling return analysis.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/Zly5xMRgkC0sGUIZ4HRwgpOgPWRANOCWXNbK5NdJdbe0hVwvLUUsoGYwbKOx6ninhcX7TwVpwDizqlJOfUF1Esy0y6x_lt5S0ywvq6FEj538djX15FBdJrOGsWgO1uUAZIWheJYnoyWKKb06Osvho4Q\" alt=\"\"\/><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Zerodha-Nifty-LargeMidcap-250-Index-Fund\"><\/span><a href=\"https:\/\/www.zerodhafundhouse.com\/mutual-funds\/zerodha-nifty-large-midcap-250-index-fund-ZN250\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zerodha Nifty LargeMidcap 250 Index Fund&nbsp;<\/a><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"zerodhafundhouse.com\/mutual-funds\/zerodha-nifty-large-midcap-250-index-fund-ZN250\/(opens in a new tab)\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/Group-1171276497.png\" alt=\"\" class=\"wp-image-14387\" width=\"300\" height=\"300\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/Group-1171276497.png 400w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/Group-1171276497-300x300.png 300w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/Group-1171276497-150x150.png 150w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/Group-1171276497-370x370.png 370w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/Group-1171276497-96x96.png 96w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>Imagine investing without the headache of meticulous stock picking. This fund takes your money and allocates it equally between the top 100 large companies and the next 150 midcap companies, offering a harmonious blend of stability and growth. With a minimum investment of \u20b9100, it paves the way for a simplified and optimized approach to passive investing.<\/p>\n\n\n\n<p>Check out this fund <a href=\"https:\/\/www.zerodhafundhouse.com\/mutual-funds\/zerodha-nifty-large-midcap-250-index-fund-ZN250\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">here<\/a>!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Zerodha-ELSS-Tax-Saver-Nifty-LargeMidcap-250-Index-Fund\"><\/span><a href=\"https:\/\/www.zerodhafundhouse.com\/mutual-funds\/zerodha-elss-tax-saver-nifty-large-midcap-250-index-fund-ZELSS\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund<\/a><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/www.zerodhafundhouse.com\/mutual-funds\/zerodha-elss-tax-saver-nifty-large-midcap-250-index-fund-ZELSS\/\" rel=\"nofollow noopener\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/Frame-1171277317.png\" alt=\"\" class=\"wp-image-14388\" width=\"300\" height=\"300\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/Frame-1171277317.png 400w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/Frame-1171277317-300x300.png 300w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/Frame-1171277317-150x150.png 150w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/Frame-1171277317-370x370.png 370w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/Frame-1171277317-96x96.png 96w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>This fund not only mirrors the Nifty LargeMidcap 250 Index but adds a unique tax-saving benefit to the mix. Investments, up to \u20b91,50,000, become a tool for both wealth creation and tax optimization under section 80C of the Income-tax Act, 1961. It&#8217;s not just an investment; it&#8217;s a strategic move in the chessboard of financial planning. You can get started with a minimum investment amount of \u20b9500, with a Lockin period of 3 years.&nbsp;<\/p>\n\n\n\n<p>Check out this fund <a href=\"https:\/\/www.zerodhafundhouse.com\/mutual-funds\/zerodha-elss-tax-saver-nifty-large-midcap-250-index-fund-ZELSS\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">here<\/a>!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Keep-in-mind\"><\/span>Keep in mind;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-regular\"><table><tbody><tr><td><strong>Different offerings<\/strong><\/td><td><strong>Zerodha Nifty LargeMidcap 250 Index Fund&nbsp;<\/strong><\/td><td><strong>Zerodha ELSS Tax Saver Nifty LargeMidcap 250 <a href=\"https:\/\/www.tickertape.in\/blog\/index-funds-2\/\">Index Fund<\/a><\/strong><\/td><\/tr><tr><td><strong>Minimum Investment Amount<\/strong><\/td><td>\u20b9100<\/td><td>\u20b9500<\/td><\/tr><tr><td><strong>Lock-In Period<\/strong><\/td><td>No Lock-in<\/td><td>3 years<\/td><\/tr><tr><td><strong>Investment Strategy<\/strong><\/td><td>Regular investment fund<\/td><td>Tax-saving Fund<\/td><\/tr><tr><td><strong>NFO Last Date<\/strong><\/td><td>3rd November 2023<\/td><td>3rd November 2023<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Who-are-these-funds-for\"><\/span>Who are these funds for?&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>These funds become a tailored fit for investors seeking simplicity and stability in their financial journey. If you are an investor with a longer-term horizon, desiring a hassle-free and uncomplicated approach to wealth creation, Zerodha&#8217;s NFO funds beckon.<\/p>\n\n\n\n<p>Whether you are a seasoned investor looking to diversify your portfolio or a novice taking your first steps into the world of investing, these funds provide a balanced and transparent avenue.&nbsp;<\/p>\n\n\n\n<p>If you\u2019re an investor who\u2019s looking for tax-saving funds to <a href=\"https:\/\/www.tickertape.in\/blog\/why-should-you-prioritise-investing\/\">invest<\/a> in, <a href=\"https:\/\/www.zerodhafundhouse.com\/mutual-funds\/zerodha-elss-tax-saver-nifty-large-midcap-250-index-fund-ZELSS\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund<\/a> is the right choice for you.&nbsp;<\/p>\n\n\n\n<p>So, if simplicity, transparency, and a commitment to passive wealth creation resonate with your investment philosophy, consider this your invitation to embark on a journey where your financial goals align seamlessly with the ethos of Zerodha&#8217;s NFO funds. After all, in the world of investing, the most successful journeys are the ones that reflect the values and aspirations of the investors themselves.<\/p>\n\n\n\n<p>Check out the funds by Zerodha Fund House <a href=\"https:\/\/www.zerodhafundhouse.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">here<\/a>.&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Zerodha Fund House has launched two new funds following Nifty LargeMidcap 250 Index you need to follow if you want a stable, growing portfolio! <\/p>\n","protected":false},"author":137,"featured_media":14392,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_lmt_disableupdate":"no","_lmt_disable":"no","footnotes":""},"categories":[1],"tags":[],"acf":[],"modified_by":"Ayushi Gangwar","jetpack_featured_media_url":"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2023\/10\/271023-ProdM-ZFH-Blog-1.png?wsr","_links":{"self":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts\/14386"}],"collection":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/users\/137"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/comments?post=14386"}],"version-history":[{"count":6,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts\/14386\/revisions"}],"predecessor-version":[{"id":14401,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts\/14386\/revisions\/14401"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/media\/14392"}],"wp:attachment":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/media?parent=14386"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/categories?post=14386"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/tags?post=14386"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}