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

NAV as of Apr 23, 2025Returns since inceptionET Money RankVRO Ratings
21.07% p.a.
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N.A.

Historical NAV & returns

NAV: ₹13.2226 as on Apr 23, 2025
This fund Category average
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This fund Category average

Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund overview

VRO ratingN.A.
Expense ratio0.29% as on Mar 31, 2025
Exit load0%
AUM (Fund size)177 Crs
Lock-in3 Years
Age1 yrs 6 m since Oct 20, 2023
BenchmarkNifty Large Midcap 250 TRI
Min. investment

SIP 500  &  Lump. 1000

RiskVery HighVery High Risk
Short term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

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

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Apr 11, 2025

PeriodThis fundCategory average
1 month 3.63% 2.97%
3 months 4.31% 3.89%
6 months -1.85% -2.55%
1 year 9.49% 9.93%

Asset allocationas on Mar 31, 2025

Large Cap 51.164646000000005%

Mid Cap 47.305803999999995%

Small Cap 1.49955%

Other Cap 0.0%

Top sectors

Financial 24.210000000000004%

Energy 9.31%

Technology 8.45%

Healthcare 8.23%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Reverse Repo 1.25668435%

Other Holdings

Others 1.26%

Peer comparison

Fund nameETM RankAUM (in Crs.)Fund ageExpense ratio
Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index FundN.A.₹177 Crs1 yrs 6 m0.29%
Parag Parikh ELSS Tax Saver FundN.A.₹4,906 Crs5 yrs 9 m0.63%
SBI Long Term Equity FundN.A.₹27,730 Crs12 yrs 3 m0.95%
HDFC ELSS Tax Saver FundN.A.₹15,556 Crs12 yrs 3 m1.11%
DSP ELSS Tax Saver FundN.A.₹16,218 Crs12 yrs 3 m0.75%
Bank of India ELSS Tax Saver FundN.A.₹1,320 Crs12 yrs 3 m0.95%
Fund name1M6M1Y3Y5Y10Y
Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund3.63%-1.85%9.49%N.A.N.A.N.A.
Parag Parikh ELSS Tax Saver Fund2.28%1.38%15.78%20.01%30.13%12.68%
SBI Long Term Equity Fund1.46%-2.96%9.87%25.57%30.71%15.14%
HDFC ELSS Tax Saver Fund3.82%1.7%15.83%23.93%29.71%14.07%
DSP ELSS Tax Saver Fund3.44%0.03%18.23%21.16%29.07%17.03%
Bank of India ELSS Tax Saver Fund1.01%-6.78%-0.46%18.46%27.15%16.65%
Fund nameStd. deviationBetaSharpeSortino
Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index FundN.A.N.A.N.A.N.A.
Parag Parikh ELSS Tax Saver Fund10.520.651.121.78
SBI Long Term Equity Fund14.490.951.152.05
HDFC ELSS Tax Saver Fund12.470.831.162.25
DSP ELSS Tax Saver Fund14.540.950.851.82
Bank of India ELSS Tax Saver Fund17.571.110.620.96

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

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

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

ET Money rank

in ELSS
#NA
Ranking for this fund is unavailable.
  • Expense Ratio: This fund has the 3rd lowest expense ratio amongst actively/passively managed ELSS funds.
  • Exit Load: This fund has no exit load.
  • Return/Risk: The fund is performing poorly than its category.