Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
3Y Annualised
N/A
0.52% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.03%
0.52% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
7 years 5 months
5 years 8 months
9 years 7 months
Fund info
Fund size
₹154.96 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
4th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
5th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
64th
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
Fund Managers
About Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth is a Equity mutual fund scheme from Zerodha Asset Management Private Limited. This fund has been in existence for 1 years, having been launched on 2023-11-08. Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth has ₹154.96 Cr worth of assets under management (AUM) as of Thu Apr 24 2025. The latest Net Asset Value (NAV) of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth as of Wed Apr 23 2025 is ₹13.2226. The fund has an expense ratio of 0.27%, which is medium comparable to most other Equity funds.
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth returns for the last 1 year are 9.80%. Since launch, it has delivered 20.50% average annual returns.
The Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth has the majority of its money invested in Financial Services, Energy, Technology, Communication Services, Industrials, Consumer Defensive sectors.
Top 5 Holdings of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth.
- HDFC Bank Ltd: 5.75%
- ICICI Bank Ltd: 3.71%
- Reliance Industries Ltd: 3.56%
- Infosys Ltd: 2.66%
- Bharti Airtel Ltd: 1.84%
AMC Information
| Name | Zerodha Asset Management Private Limited |
|---|---|
| Founding Date | 2023-11-08 |
| Phone | |
| Website | |
| Address | India |
Tax Implications of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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