e.g. Tata motors, Reliance MF, 500570

Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth

Equity Tax Planning Very High

NAV on (04 Sep 2026 )

₹14.44

(-0.09%)

Fund Size

₹289.75 Crores

1Y Returns

5.23 %

 
Earn 1% Higher Returns in Direct Funds on dhan Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

An open-ended passive equity linked savings scheme with a statutory lock-in period of 3 years and tax benefit replicating/tracking Nifty LargeMidcap 250 Index. The Scheme is an Equity Linked Savings Scheme and intends to meet the requirements of any other notifications/ regulations that may be prescribed by the Government/ regulatory bodies from time to time.

AMC

Zerodha Asset Management Private Limited

Fund Details

Launch Date

October 20, 2023

Fund Manager

Mr. Kedarnath Mirajkar

Initial Price

10

AUM Fund

289.75 Cr

Min investment

Rs 500

Expense Ratio

0.35%

SIP Minimum Investment

"Daily - Rs. 500/- and in multiples of Re 1/- thereafter. Minimum number of installments 1.Weekly - Rs. 500/- and in multiples of Re 1/- thereafter. Minimum number of installments 1.Fortnightly - Rs. 500/- and in multiples of Re 1/- thereafter. Minimum number of installments 1.Monthly - Rs. 500/- and in multiples of Re 1/- thereafter. Minimum number of installments 1.Quarterly - Rs. 500/- and in multiples of Re 1/- thereafter. Minimum number of installments 1.Half Yearly - Rs. 500/- and in multiples of Re 1/- thereafter. Minimum number of installments 1.Yearly - Rs. 500/- and in multiple of Re.1/- thereafter. Minimum number of installments 1."

Exit Load

Nil

1 Month

-1.65%

6 Months

+5.69%

1 Year

+5.23%

2 Years (CAGR)

+1.41%

3 Years (CAGR)

NA

5 Years (CAGR)

NA

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
20.35% 20.68% ₹455.06
17.15% 55.58% ₹49.5
17.15% 55.58% ₹49.5
16.79% 54.07% ₹49.5
16.79% 54.07% ₹49.5

Holdings

BSE Ltd 1.78%
ITC Limited 0.99%
NTPC Limited 0.60%
Yes Bank Ltd 0.48%
SRF Limited 0.46%
UPL Limited 0.41%
NHPC Limited 0.36%
Indian Bank 0.35%
NMDC Limited 0.35%
MRF Limited 0.32%
REC Limited 0.17%
Canara Bank 0.15%
DLF Limited 0.15%
ACC Limited 0.10%
Clearing Corporation of India Limited 0.10%
Net Receivable / Payable 0.10%
SJVN LIMITED 0.06%

Sector Allocation

Banks 16.14%
Miscellaneous 9.73%
Telecommunications 3.61%
Information Technology 6.12%
Finance 9.50%
Auto 5.42%
Tobacco 1.09%
Pharmaceuticals and health care 7.97%
Service 5.28%
Consumer Durables 1.87%
Engineering 3.79%
Personal Care 2.09%
Power 3.36%
Cables 0.95%
Iron and Steel 2.43%
Cement 1.28%
Electronics 0.51%
Metals - Non Ferrous 0.98%
Electric Equipment 1.46%
Textiles 1.68%
Paints and Pigments 0.63%
Petroleum 1.40%
Infrastructure 0.45%
Chemicals 1.49%
Beverages - Alcoholic 0.69%
Food Processing 0.82%
Mining 1.00%
Construction 1.02%
Tyres 0.72%
Fertilisers 0.30%
Petrochemicals 0.55%
Rubber 0.29%
Gems and Jewellery 0.28%
Plastics 0.27%
Auto Ancillaries 1.00%
Tea / Coffee 0.26%
Hospitality 0.64%
Retail 0.23%
Transport 0.22%
Beverages - Non-Alcoholic 0.22%
Edible Fat 0.28%
Shipping 0.21%
Address
IndiQube Penta,New No. 51 (Old No. 14),Richmond Road, Bengaluru Karnataka India 560025
Launch Date
October 20, 2023
Custodian
Citibank N. A., Deutsche Bank A.G.
Registrar & Transfer Agent
Computer Age Management Services Ltd.

Frequently Asked Questions

Q: What is the current NAV of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth?

A: The latest NAV of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth is ₹ 14.44 as on 04 Sep 2026.

Q: What type of mutual fund is Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth?

A: Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth is a 'Equity - Tax Planning' type mutual fund managed by 'Zerodha Asset Management Private Limited'.

Q: What is the expense ratio of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth?

A: The expense ratio of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth is 0.35%, which impacts overall returns.

Q: Who manages Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth?

A: Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth is managed by Mr. Kedarnath Mirajkar, who oversees investment strategy and portfolio decisions.

Q: Is Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth a good investment?

A: Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth?

A: The exit load of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth is Nil, applicable if redeemed within the specified period.

Q: How is Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

Close

Add Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan to your Watchlist

Alert me if price...
Close

Add Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan to your Portfolio

:  
   
:    
 

Home

Market News

Latest News

International Markets

Economy

Industries

Mutual Fund News

IPO News

Search News

My Portfolio

My Watchlist

Gainers

Losers

Sectors

Indices

Forex

Mutual Funds

Feedback