Large, Mid and Small-cap: An all equity portfolio that tracks different segments of the stock market
Investment Rationale
This model portfolio offers multi-segment equity exposure by investing across different spectrums of market capitalization. It aims to provide a balanced approach to equity investing by blending the growth potential of large-caps, mid-caps and small-caps. This strategy allows investors to participate in the broader market’s growth story without concentrating risk in a single segment.
The exposure is taken via three ETFs from Zerodha Mutual Fund:
- Zerodha Nifty 100 ETF - Invests in India’s top 100 companies, representing large-caps.
- Zerodha Nifty Midcap 150 ETF - Invests in 150 emerging companies, representing mid-caps.
- Zerodha Nifty Smallcap 100 ETF – Invests in 100 smaller companies, representing small-caps.
