Name: Mid & Smallcap Tracker
Brand: smallcase
SKU: ZEFHTR_0004
Price: 21 INR

Zerodha Asset Management Private Limited ("Zerodha AMC") being the Asset Manager for schemes of Zerodha Mutual Fund is India’s first Asset Management Company focused exclusively on building passive investment products. Backed by Zerodha Broking Limited and smallcase Technologies Private Limited, it creates index funds and ETFs designed to be simple and transparent. It adopts a technology-first approach to develop funds that cater to the needs of Indian investors.

Nifty Midcap 150

Mid & Smallcap Tracker

Aditya Chayapathy

Mid and Smallcap: Capture the growth potential of mid and small cap companies in one portfolio

ETFs listed on the stock exchange(s)

<ul><li>Zerodha AMC's objective is to build model portfolios on ideas based on ETFs of Zerodha Mutual Fund which are simple to understand and execute</li></ul> <ul><li>Mid &amp; Smallcap Tracker selects two ETFs from Zerodha Mutual Fund to enable exposure towards the mid and smallcap companies in India.</li></ul>

ETFs that fit the theme and objective of the model portfolios are selected for the final constituents list.

Based on the internal research, the weights of the constituents are determined, considering factors such as risk and returns.

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

Mid & Smallcap Tracker

Mid & Smallcap Tracker

Overview

ETFs & Weights