Question 1

What is the current NAV of Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct - Growth?

Accepted Answer

The current Net Asset Value (NAV) of the Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund - Direct Growth plan is approximately ₹14.3885 as of Dec 04, 2025.

Question 2

What are the returns of this mutual fund scheme?

Accepted Answer

The Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct - Growth is a 2 yrs 1 m old fund and has delivered average annual returns of 18.95% since inception.

Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct - Growth Returns

1-Year	Since Inception
6.09%	18.95%

Question 3

How much does this mutual fund charge as expense ratio?

Accepted Answer

The Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund - Direct Growth has an expense ratio of 0.28%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

Question 4

What is the AUM or fund size of this mutual fund?

Accepted Answer

The Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund currently has assets under management (AUM) or fund size valued at approximately 238 Cr as on Oct 31, 2025.

Question 5

What are the top stock holdings of Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund?

Accepted Answer

The Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
HDFC Bank Ltd.	5.34%
Reliance Industries Ltd.	3.56%
ICICI Bank Ltd.	3.4%
Bharti Airtel Ltd.	1.98%
Infosys Ltd.	1.89%
Larsen & Toubro Ltd.	1.67%
ITC Ltd.	1.43%
State Bank of India	1.38%
BSE Ltd.	1.34%
Axis Bank Ltd.	1.25%

Question 6

What are the top sectors Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund has invested in?

Accepted Answer

The Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
HDFC Bank Ltd.	5.34%
Reliance Industries Ltd.	3.56%
ICICI Bank Ltd.	3.4%
Bharti Airtel Ltd.	1.98%
Infosys Ltd.	1.89%
Larsen & Toubro Ltd.	1.67%
ITC Ltd.	1.43%
State Bank of India	1.38%
BSE Ltd.	1.34%
Axis Bank Ltd.	1.25%

Question 7

What is risk level of Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund?

Accepted Answer

This is a Elss fund comes with Very High risk.

Question 8

Is there any lock-in period in this mutual fund?

Accepted Answer

Yes, this fund comes with a mandatory lock-in period of 3 years.

Question 9

How do I invest in Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct - Growth?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. The whole process takes just a few minutes. Here's how it works:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund - Direct Growth, select your investment mode (lump sum or SIP), and enter the investment amount.
Provide the required details, including the bank account you'll use for payment, and confirm your investment.

That's it. Your investment in the Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund is complete.

Question 10

How can I redeem my investments in Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund?

Accepted Answer

Redeeming your investments in the is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.28% as on Nov 30, 2025
Exit load	0%
AUM (Fund size)	₹238 Cr
Lock-in Period	3 Years
Age	2 yrs 1 m since Oct 20, 2023
Benchmark	Nifty Large Midcap 250 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Period	This fund	Category average
1 Month	0.61%	0.7%
3 Months	5.07%	2.83%
6 Months	6.25%	3.25%
1 Year	6.09%	0.82%
2 Years	16.21%	13.64%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund	0.61%	6.25%	6.09%	N.A.	N.A.	N.A.
HDFC ELSS Tax Saver Fund	-0.07%	6.29%	8.24%	20.66%	23.91%	15.17%
Parag Parikh ELSS Tax Saver Fund	0.05%	2.84%	5.25%	17.27%	20.59%	13.13%
SBI ELSS Tax Saver Fund	0.42%	4.91%	3.54%	23.1%	23.62%	15.88%
DSP ELSS Tax Saver Fund	1.13%	5.17%	4.82%	19.69%	21.76%	17.34%
Kotak ELSS Tax Saver Fund	0.18%	4.57%	1.16%	16.05%	19.49%	16.13%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund	N.A.	N.A.	N.A.	N.A.
HDFC ELSS Tax Saver Fund	11.18	0.83	1.2	1.97
Parag Parikh ELSS Tax Saver Fund	9.38	0.66	1.1	1.71
SBI ELSS Tax Saver Fund	13.04	0.95	1.22	1.96
DSP ELSS Tax Saver Fund	13.1	0.97	0.99	1.92
Kotak ELSS Tax Saver Fund	12.64	0.92	0.78	0.99

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund	N.A.	238 Cr	2 yrs 1 m	0.28%
HDFC ELSS Tax Saver Fund	N.A.	17,194 Cr	12 yrs 11 m	1.7%
Parag Parikh ELSS Tax Saver Fund	N.A.	5,791 Cr	6 yrs 5 m	0.62%
SBI ELSS Tax Saver Fund	N.A.	31,783 Cr	12 yrs 11 m	0.92%
DSP ELSS Tax Saver Fund	N.A.	17,241 Cr	12 yrs 11 m	0.66%
Kotak ELSS Tax Saver Fund	N.A.	6,449 Cr	12 yrs 11 m	0.62%

Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct - Growth

Historical NAV & returns

Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund overview

Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Returns calculator

Trailing returns as on Dec 01, 2025

Asset allocationas on Oct 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund in detail with

About this fund

About Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund

Fund managers

Investment objective

Zerodha Mutual Fund details

More funds from Zerodha Mutual Fund

Frequently asked questions

Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct - Growth Returns

ET Money rank

Fund AUM	238 Cr as on Oct 31, 2025
Scheme document	View Scheme Document

No. of schemes	7 view all schemes
Total AUM	7,416 Cr as on Sep 30, 2025
Address	153/154, 4th Cross, J.P Nagar 4th Phase, Opp. Clarence Public School, Bengaluru, 560078

Fund name	ETM Rank	AUM	1Y	5Y
Zerodha Nifty Large Midcap 250 Index Fund	N.A.	1,178 Cr	6.02%	N.A.
Zerodha Nifty 50 Index Fund	N.A.	10 Cr	N.A.	N.A.

Sector	Percentage of Portfolio
Financial	25.549999999999997%
Energy	9.589999999999998%
Services	8.47%
Automobile	7.84%
Technology	7.420000000000001%
Capital Goods	7.420000000000001%
Healthcare	6.51%
Consumer Staples	6.100000000000001%
Construction	4.31%
Metals & Mining	3.92%