Thank you. I think it could be seen in the normal market watch or in Coins.
Coin since these are mutual funds.
Expense ratio is 0.25% which imo is pretty high. Compared to other passive funds who charge around 0.10%.
This will likely decrease as the fund size increases.
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Expense ratio has to be read along with tracking error. So its too early to comment if the fees are higher or lower wrt peers.
hi, not sure from where you got to know the tracking error. I have the data as of Oct 2023 and Edelweiss 250 has beaten Uti nifty 50 in terms of tracking error at 0.05 jus below UTi nifty next 50. Please recheck
just saw this, most of the active fund in mid large category are able to beat index fund.
Unlike Nifty50 funds, is it still wise to go fir this???
Inconclusive. Value research 10yr returns looks index beating the active fund.
https://www.valueresearchonline.com/funds/16626/hdfc-large-and-mid-cap-fund-direct-plan/
Are these available for pledging as margin?
What is the weight of the Nifty 50 stocks in the Nifty 250 index? Or to rephrase, if Iām investing Rs.100 in the fund, how will the amount get distributed across the top 50, next 50 and the rest of the 150 stocks.
And this is where Iām coming from : For investors who are looking for some meaningful exposure to midcap stocks, Nifty 250 index can be misleading. Wouldnāt they be better off investing in the Mid150bees?
this is already explained by @cvs
Regarding 2nd part of your query
because in-principle balancing of non-correlated (in this case less co-related) assets gives better risk /reward combination. For theory refer Harry Markowitzās modern portfolio theorem. (He was awarded Nobel for the same). For actual performance, one can always compare returns and drawdowns wrt nifty50 and mid150 for past data
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Its not Nifty 50ā¦ Nifty 50 holds about 70 to 80% of Nifty 100ā¦
This fund has Nifty 100 + Midcap 150
Its like owning 2 funds in oneā¦ Lets say an Axis Nifty 100 index and Navi Midcap 150 index put togetherā¦
The problem is on rebalancingā¦ Some prefer to keep it as is without rebalancing and those people should not opt for thisā¦ Some just dont careā¦all they want is load as much as money in 1 index fund and for them this will suitā¦
I jus do 1) Edelweiss Nifty Large Midcap 250 and 2) Navi US Total Stock Market.
When will we have ETF for Zerodha Large Mid 250 MF?
LIQUIDCASE, Zerodha Nifty LargeMidcap 250 Index Fund, and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is now part of the CCās pledge list and will become useable for pledging from 1st March 2024. You can check the circular (Annexure 5) and Annexure 1 2 & 3 for reference
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I am new to index fund investing. So here is a question. I have a lakh to invest.
Should I invest in Zerodhaās Large Midcap 250 Index fund or Edelweiss index fund which was launched earlier. If index funds mirror the index performance, does it make a difference in terms of absolute returns on which one I choose today. I understand the number of units will be different but am I better off investing in the one with a lower NAV or it really doesnāt matter? Assume similar tracking errors and fees. Thanks
Nav doesnāt matter at all. What matters is tracking error and expense ratio. The problem is that we canāt predict future tracking error. We can invest based on expense ratio being less and trusting the fund house. But the future tracking error and increase in expense ratio canāt be predicted.
Hi,
I have UTI nifty 50 index and nifty next 50 index fund in my portfolio. I have also bought Zerodha Large Midacap 250 fund at NFO. which one should I continue buying? as far as I know there is a huge overlap between Nifty twin index funds and Zerodha Large cap mid cap 250 fund.
can you please suggest I am confused.
better is large and midcap 250- skip nify 50 and others
IMO If you have accumulated huge number of units in nifty 50 and next 50 then continue with them. and If you really wants to invest in LM 250 then stop investing in nifty 50.