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Zerodha Nifty Large Midcap 250 Index Fund Direct - Growth

NAV as of Jun 05, 2025Returns since inceptionET Money RankAUM (Fund size)
22.33% p.a.
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890 Crs

Historical NAV & returns

NAV: ₹13.7593 as on Jun 05, 2025
This fund Category average
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This fund Category average

Zerodha Nifty Large Midcap 250 Index Fund overview

Expense ratio0.28% as on May 31, 2025
Exit load0%
AUM (Fund size)890 Crs
Lock-inNo Lockin
Age1 yrs 7 m since Oct 20, 2023
BenchmarkNifty Large Midcap 250 TRI
Min. investmentThis scheme is currently not buyable
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 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 Jun 01, 2025

PeriodThis fundCategory average
1 Month 5.89% 5.6%
3 Months 13.87% 12.63%
6 Months -0.42% -5.34%
1 Year 9.15% -0.73%

Asset allocationas on Apr 30, 2025

Large Cap 50.969803999999996%

Mid Cap 47.490500000000004%

Small Cap 1.5196960000000002%

Other Cap 1.4208012544258964E-14%

Top sectors

Financial 24.530000000000005%

Energy 9.570000000000002%

Healthcare 7.99%

Technology 7.909999999999999%

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 0.2482414%

Other Holdings

Others 0.25%

Peer comparison

Fund nameETM RankAUM (in Crs.)Fund ageExpense ratio
Zerodha Nifty Large Midcap 250 Index FundN.A.₹890 Crs1 yrs 7 m0.28%
Motilal Oswal BSE Enhanced Value Index FundN.A.₹815 Crs2 yrs 10 m0.4%
Kotak Nifty 200 Momentum 30 Index FundN.A.₹351 Crs2 yrs0.29%
Mirae Asset Diversified Equity Allocator Passive FoFN.A.₹902 Crs4 yrs 9 m0.05%
Motilal Oswal BSE Quality Index FundN.A.₹48 Crs2 yrs 10 m0.38%
Fund name1M6M1Y3Y5Y10Y
Zerodha Nifty Large Midcap 250 Index Fund5.89%-0.42%9.15%N.A.N.A.N.A.
Motilal Oswal BSE Enhanced Value Index Fund5.37%-1.27%2.62%33.43%18.89%9.04%
Kotak Nifty 200 Momentum 30 Index Fund6.6%-11.65%-7.81%13.55%7.92%3.89%
Mirae Asset Diversified Equity Allocator Passive FoF3.78%-1.29%7.62%18.16%19.81%9.46%
Motilal Oswal BSE Quality Index Fund6.22%-0.4%-0.52%18.76%10.86%5.29%
Fund nameStd. deviationBetaSharpeSortino
Zerodha Nifty Large Midcap 250 Index FundN.A.N.A.N.A.N.A.
Motilal Oswal BSE Enhanced Value Index FundN.A.N.A.N.A.N.A.
Kotak Nifty 200 Momentum 30 Index FundN.A.N.A.N.A.N.A.
Mirae Asset Diversified Equity Allocator Passive FoF14.051.010.81.23
Motilal Oswal BSE Quality Index FundN.A.N.A.N.A.N.A.

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 Nifty Large Midcap 250 Index Fund in detail with

ET Money rank

in Large & MidCap Index
#NA
Ranking for this fund is unavailable.
  • Return Outperformance: This fund has generated highest return amongst Large & MidCap Index funds in the last 1 Year.
  • Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
  • Exit Load: This fund has no exit load.