Zerodha Nifty 100 ETF Investment Opportunities and Growth

Zerodha Nifty 100 ETF is an exchange-traded fund that tracks the Nifty 100 Index, which comprises the 100 largest and most liquid stocks in the Indian market.

This ETF offers a convenient way to invest in the Indian stock market, as it provides broad diversification and reduces the risk associated with individual stock investments.

The Nifty 100 Index is reviewed and rebalanced quarterly, ensuring that the ETF remains aligned with the underlying market.

Investing in Zerodha Nifty 100 ETF can provide a stable source of returns, with a low expense ratio of 0.08% per annum.

The Compare Performance section of the Zerodha Nifty 100 ETF's performance report is a key area to focus on. This section provides a clear picture of how the fund has performed over various time periods.

In the 1-day period, the fund's performance was 0.78%, which is the same as the Nifty 50 benchmark. This indicates that the fund's performance was in line with the broader market on that day.

The fund's performance over the 1-month period was 0.00%, which is also the same as the Nifty 50 benchmark. This suggests that the fund's value remained stable during this period.

The fund's performance over the 3-month period was -9.15%, which is slightly worse than the Nifty 50 benchmark's -7.77%. This indicates that the fund underperformed the market during this period.

Here's a summary of the fund's performance over various time periods compared to the Nifty 50 benchmark:

The fund's performance over the 1-year period was 0.00%, which is the same as the Nifty 50 benchmark. This indicates that the fund's value remained stable during this period.

The fund's performance over the 2-year and 3-year periods was 0.00%, which is also the same as the Nifty 50 benchmark. This suggests that the fund's value remained stable during these periods.

It's worth noting that the fund's performance over the 5-year period was 0.00%, which is the same as the Nifty 50 benchmark. This indicates that the fund's value remained stable over a longer period.

The Zerodha Nifty 100 ETF has a net asset value (NAV) of 9.80% as of January 14, 2025. This fund belongs to the equity: large cap category and has a fund size of Rs. 30.87 Cr.

The expense ratio of this fund is 0.26%, which is quite low. You can invest a minimum of Rs. 1,000.00 in this fund, and there's no exit load to worry about.

Here's a summary of the fund's investment details:

The Zerodha Nifty 100 ETF has a total AUM of ₹30.87 crore as of January 14, 2025.

This fund is managed by Kedarnath Mirajkar and was launched on May 27, 2024.

It's categorized as an ETFs Fund within its segment and has a benchmark index of Nifty 100 TRI.

The current NAV of the fund is ₹9.8 as of January 14, 2025.

You can invest in the fund via both lumpsum and SIP modes, with a minimum SIP amount of ₹1,000 and a minimum lumpsum investment of ₹1,000.

The fund has generated a return of -2.75% since its launch and aims to provide long-term capital appreciation and growth.

It invests in a mix of financial instruments, with 99.97% in Equity, 0.06% in Debt, and -0.04% in cash and cash equivalents.

The top 5 sectors the fund invests in are Banks, IT-Software, Petroleum Products, Automobiles, and Finance.

The growth investment details of the Zerodha Nifty 100 ETF are quite straightforward. The minimum investment required is Rs. 1,000.00, making it accessible to a wide range of investors.

The fund has an exit load of 0%, meaning you can withdraw your investment without incurring any additional charges. This is a great feature for investors who need to access their funds quickly.

The minimum SIP (Systematic Investment Plan) investment is not specified, which means you can invest a fixed amount regularly without worrying about the minimum investment requirement. This is a great way to invest in the fund over time.

Here's a summary of the key investment details:

The Zerodha Nifty 100 ETF is a popular investment option, but how does it stack up against other funds? Let's take a look at a comparison of some of its key features.

The Zerodha Nifty 100 ETF has a net asset value (NAV) of 9.80 Rs./Unit, which is significantly lower than the NAV of the ICICI Prudential Bluechip Fund-Growth, which is 100.92 Rs./Unit.

One of the key metrics for evaluating investment performance is the scheme rating. Unfortunately, the Zerodha Nifty 100 ETF is currently unrated, while the ICICI Prudential Bluechip Fund-Growth is rated.

The Zerodha Nifty 100 ETF has a relatively small asset under management (AUM) of 30.87 Rs. Cr, compared to the ICICI Prudential Bluechip Fund-Growth, which has an AUM of 63,264.30 Rs. Cr.

Here's a comparison of the 1-year returns for the Zerodha Nifty 100 ETF and some other funds:

The Zerodha Nifty 100 ETF's 1-year return is not available, but the ICICI Prudential Bluechip Fund-Growth has a 1-year return of 12.00%.