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Zerodha Nifty 50 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?
Univest 7 hrs ago·17 Sept 2026, 6:01 am
Zerodha has launched a new Nifty 50 Index Fund Direct Growth, offering investors a low-cost way to gain exposure to India's top 50 companies. This fund aims to replicate the performance of the Nifty 50 index by holding the same stocks in the same proportion. For retail investors, this is an opportunity to build a diversified portfolio with minimal effort, as the fund manager automatically rebalances the holdings to match the index.
The direct growth option is particularly attractive because it eliminates the expense of a distributor, potentially resulting in higher returns over the long term. Since it tracks a benchmark, the fund's performance is largely determined by the broader market's movements. It is a suitable option for those looking for a passive investment strategy with low management fees and broad market exposure.
Investors should watch the fund's expense ratio and its ability to closely track the Nifty 50 index. While past performance is not indicative of future results, the fund's success will depend on the overall health of the Indian equity market. Regular monitoring of the fund's performance relative to its benchmark will help in making informed decisions.
Excerpt from Univest
Updated: 17 Sept 2026 • 11:33 am Zerodha Nifty 50 Index Fund Direct Growth Plan has a NAV of ₹9.2957 as of 16 Sep 2026 and an AUM of ₹71 Cr. Its 1-year, 3-year and 5-year returns are 0%, 0% and 0%, respectively, and the scheme is tagged High Risk. In our view, this is a plain index option for investors who want Nifty…Read the original at Univest
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