Nifty LargeMidcap 250 index | A better way to invest in large and mid caps?

If you want to invest in large and mid caps through one fund in a definite proportion, large & mid-cap funds and multi-cap funds make it possible. However, if you want a passive option that can also do so, until recently, it wasn’t possible. But now, we have the Nifty LargeMidcap 250 index, which invests 50% each in large and mid caps. There are two index funds available for this index as well. What differentiates this index from the rest is that it isn’t based on free-float market cap. Why does that matter? You can find out in the video.
Next, we explore whether the Nifty LargeMidcap 250 index is worthwhile. To do so, we compare its risk-adjusted performance with other indices, such as the Nifty 100, Nifty Midcap 150 and Nifty Smallcap 250. We also compare the Nifty LargeMidcap 250 index with active large & mid-cap funds. You can watch the video to find out the result of this analysis.
Our other index-related videos:
Nifty Midcap 150 index: • The Future Superstars ...
Nasdaq 100 & S&P 500: • NASDAQ 100 or S&P 500 ...
Nifty 50, Nifty Next 50 & Nifty 100: • NIFTY 50, NIFTY Next 5...
Nifty 500: • Where should you Inves...
Chapters
00:00 Introduction
01:56 Composition of the Nifty LargeMidcap 250 Index
04:24 Performance of the Nifty LargeMidcap 250 Index
06:12 Volatility of the Nifty LargeMidcap 250 Index
07:17 Risk-adjusted returns of the Nifty LargeMidcap 250 Index
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[@Maknahar]

I was waiting for this videos for a while. Thanks

[@ETMONEY]

Hi, glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

[@shaikhabdulaziz759]

This is very good index, not many actively managed Large Midcap fund can beat this index in 5-7 years timeframe.

[@jishnu18]

cause it is a bullmarket. during crash the story flips

[@kamalbardia8203]

Right

[@5966ramesh]

Large and mid cap funds of Canara Robeco and Mirae Asset are doing well. Please check on them.

[@utubuebharath]

Thanks for your valuable video

[@ETMONEY]

Hello, we are happy to know that you found this video useful. Please share it with your friends and family as well and help spread the word.

[@boyinavamsi1893]

Where to buy the large midcap active funds

[@SujjuBabu]

I'm looking for a good detailed analysis video of Nifty MidSmallcap400 momentum Quality 100. Seems it delivered wonderful returns over long term.

[@palanidevi]

Sir, This video is more useful.... Plz suggest me.. Which one is best for SIP ? Edelweiss nifty large Midcap 250 index fund or Zerodha Nifty LargeMidcap 250 Index Fund

[@vijaybijjargi]

I’m your ET Money genius member and in my portfolio there is small cap index fund. Small caps should actually give boost to the portfolio but here across timeframe, it is not performing well then why genius recommends it?

[@ETMONEY]

Hello, that's a great question, Vijay. If you are a Genius member for long, you would know that Genius allocations are dependent on multiple market factors like Valuations, Price Trends, Inflation and Interest Rates. Due to these the allocation is never static for in any specific market cap index fund. The dynamic adjustments to allocations actually help entering and exiting in such way that the limitations of staying invested at all times in small cap index are overcome and add to overall returns. You would have seen this since April/May 2023 till now where allocation to mid or small cap has been at elevated levels and that had added to outperformance despite lower equity allocations. Moreover, the allocation to small cap wasn't as high for entire 2022. Genius prioritizes asset allocation and dynamic management within the specific assets, whereas this video is about the risk-return profile of the Nifty LargeMidcap 250 index.

[@vijaybijjargi]

@@ETMONEY thank you for clarification, this makes sense

[@ruata2162]

My dsp nifty largecap index sip gave me around 30pc in around 9months..not a bad decision

[@gjw1wj721]

This is the best funds for Index LargeMidcap 250 fund Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct - Growth ICICI Prudential Nifty LargeMidcap 250 Index Fund Direct Zerodha Nifty LargeMidcap 250 Index Fund Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund

[@gouravfromuk]

Mirae asset large and midcap is in my watchlist. Since market has corrected a bit. I'm going to start a new SIP.

[@gjw1wj721]

This is the best funds for Index LargeMidcap 250 fund Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct - Growth ICICI Prudential Nifty LargeMidcap 250 Index Fund Direct Zerodha Nifty LargeMidcap 250 Index Fund Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund

[@shivendragopinath8447]

As a beginner, what should I choose Nifty 50 or Nifty largemidcap 250 for SIP

[@aryankamath4409]

if you're young go for 250 if you're 45+ then 50

[@rahulk81]

Zerodha MF is not available on ET money

[@natarajannarayanaswamy3025]

Need a best multicap fund to invest for SIP

[@5966ramesh]

I have been Investing in Quant Active fund (Multicap category) and Nippon India Multicap Fund. Both are good. You can consider any one of them.

[@trendsofmarketindia7232]

Key point is missing.... Nifty next index should have been added for comparison.

[@ETMONEY]

Hello, we have considered the Nifty 100, which incorporates both the Nifty 50 and the Nifty Next 50 indices. Nifty 100 is a more comprehensive benchmark for large-cap performance.

[@trendsofmarketindia7232]

@@ETMONEY I agree but my point was for standalone gains nifty next has outperformed. Nifty index is very skewed towards 15-20 scrips.. so it's better to split the investment into sensex 30, nifty next and midcap for reasonable alpha

[@PIXEL00000]

​@@trendsofmarketindia7232That was my concern as well.. Am using this fund but am missing out on Next50.. But i think over longer run NN50 is same as Mid150.. so I don't care anymore as this 1 fund does it all

[@rajasekharv8788]

Nifty100 funds have more weightage to nifty50. Is it correct? If yes then adding nifty next 50 to comparison makes sense.

[@durairaj1419]

What is the difference between nmidcap 250 mutual fund and large midcap 250 mutual fund?

[@gjw1wj721]

This is the best funds for Index LargeMidcap 250 fund in zerodha or groww or ETmoney Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct - Growth ICICI Prudential Nifty LargeMidcap 250 Index Fund Direct Zerodha Nifty LargeMidcap 250 Index Fund Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund

[@durairaj1419]

@@gjw1wj721 thanks. My question was, what is the difference?

[@PIXEL00000]

I do it on Edelweiss and my only fund

[@gjw1wj721]

This is the best funds for Index LargeMidcap 250 fund in zerodha or groww or ETmoney Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct - Growth ICICI Prudential Nifty LargeMidcap 250 Index Fund Direct Zerodha Nifty LargeMidcap 250 Index Fund Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund

[@75smit]

👍

[@ETMONEY]

Please share this video with your friends and family as well.

[@BrownBoyVlog.]

I have Motilal Oswal Large and mid cap Direct Growth Fund

[@shrikantkulkarni6793]

Good evening Sir...I want to become ET money genius member. Pl share various plans with payment options. Thanks

[@ETMONEY]

Hello, thanks for your interest in becoming a Genius member. Currently, Genius has only 1 plan which offers a way to invest in short, medium and long-term investment plans which have exposure to equity, debt and gold based on market conditions. The price is Rs 249 per month, but currently there is a limited time promotion offer that allows you to get it at Rs 149 per month for the first 12 months.

[@jaym8218]

Sir, plz answer. Query - Which is more economical SIP strategy (for >5 yr ) (A) 5K each in Nifty 50,Nifty next 50, Midcap 150. Orrrrr (B) 15 K in Large midcap 150 index. Accounting Expense ratio, MF charges, Taxes etc

[@ETMONEY]

Investing in index funds will always be economical compared to active funds. Now if you are happy with returns similar to the market and don't want to worry about fund performance, you can go the index way

[@jaym8218]

Sir, thank you for replying. First of all Your videos on index /Mutual funds are amazing. But in my query, all funds in (A) are index funds i.e nifty 50 index, nifty next 50 index, midcap 150 index. And fund (B) is also index fund. Both have the same components, but i think option (A) provides more investing flexibility. Don't know if this leads to more expenses,taxes. If its a incompatible query,,,plz ignore.

[@gjw1wj721]

This is the best funds for Index LargeMidcap 250 fund in zerodha or groww or ETmoney Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct - Growth ICICI Prudential Nifty LargeMidcap 250 Index Fund Direct Zerodha Nifty LargeMidcap 250 Index Fund Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund

[@jaym8218]

Correction* Largemidcap 250

[@shubhamsinha6611]

Zerodha and groww mf are not available in your app

[@ETMONEY]

Hello, we are in the process of adding more AMCs to our platform. Request you to check back later.

[@gjw1wj721]

This is the best funds for Index LargeMidcap 250 fund in zerodha or groww or ETmoney Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct - Growth ICICI Prudential Nifty LargeMidcap 250 Index Fund Direct Zerodha Nifty LargeMidcap 250 Index Fund Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund

[@praveenkumardongre614]

I hv zerodha largemidcap 250 fund

[@nagarjunayt]

How's it doing?

[@deekshaseth459]

U will be 2 crore pati soon

[@gjw1wj721]

This is the best funds for Index LargeMidcap 250 fund in zerodha or groww or ETmoney Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct - Growth ICICI Prudential Nifty LargeMidcap 250 Index Fund Direct Zerodha Nifty LargeMidcap 250 Index Fund Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund

[@gjw1wj721]

This is the best funds for Index LargeMidcap 250 fund Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct - Growth ICICI Prudential Nifty LargeMidcap 250 Index Fund Direct Zerodha Nifty LargeMidcap 250 Index Fund Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund