Zerodha ELSS Tax Saver Nifty Largemidcap 250 Index Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Zerodha ELSS Tax Saver Nifty Largemidcap 250 Index Growth Direct Plan

NAV
₹13.8589
+0.16%
(30 Jul)
AUM
215 Cr
TER
0.28%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+6.7%
+4.4%
-0.0%
-0.3%
-0.7%
-0.7%
3Y
+28.8%
+23.7%
NA
+26.4%
+18.3%
+24.0%
5Y
+28.0%
+26.2%
NA
+26.7%
+21.9%
+23.0%
ALL
+18.6%
+15.5%
+20.8%
+16.7%
+13.8%
+18.8%
VOL
17.7%
16.4%
15.7%
15.5%
-
18.3%
TER
0.6%
1.1%
0.3%
0.9%
-
0.6%
AUM
₹4,506 Cr
₹16,908 Cr
₹215 Cr
₹30,616 Cr
-
₹435 Cr
INFO
1.05
0.95
1.32
1.08
-
1.03
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Zerodha ELSS Tax Saver Nifty Largemidcap 250 Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
5.5%
ICICI Bank Ltd
3.7%
Reliance Industries Ltd
3.6%
Infosys Ltd
2.1%
Bharti Airtel Ltd
2.0%
BSE Ltd
1.5%
Larsen & Toubro Ltd
1.5%
ITC Ltd
1.4%
Max Healthcare Institute Ltd Ordinary Shares
1.3%
Tata Consultancy Services Ltd
1.3%
Top industry exposure
Financial Services
28.8%
Industrials
13.4%
Consumer Cyclical
10.5%
Technology
9.7%
Basic Materials
8.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
14%
Lock-in period
3Y
Exit load
No exit load
Fund objective
The investment objective of the scheme is to invest in stocks comprising the Nifty LargeMidcap 250 Index in the same proportion as in the index to achieve returns equivalent to the Total Return Index of Nifty LargeMidcap 250 Index (subject to tracking error), while offering deduction on such investment made in the scheme under Section 80C of the Income-tax Act, 1961.
Fund manager(s)
Kedarnath Mirajkar

FAQs