Zerodha ELSS Tax Saver NIFTY Largemidcap 250 Index Fund - Direct Plan - Growth Option
Expense Ratio: 0.28
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 20-10-2023
Exit Load: Nil
Fund Size:₹251.43 Cr
Performance
1Y
Fund2.54%
Cat. Avg.2.60%
2Y
Fund2.59%
Cat. Avg.3.27%
3Y
FundN/A
Cat. Avg.11.08%
5Y
FundN/A
Cat. Avg.11.42%
10Y
FundN/A
Cat. Avg.11.96%
SI
Fund14.60%
Cat. Avg.7.43%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Limited | 12.77 | 4.58% |
| 2 | ICICI Bank Limited | 10.30 | 3.69% |
| 3 | Reliance Industries Limited | 9.14 | 3.27% |
| 4 | Bharti Airtel Limited | 5.89 | 2.11% |
| 5 | BSE Ltd | 5.42 | 1.94% |
| 6 | Larsen & Toubro Limited | 5.06 | 1.81% |
| 7 | State Bank of India | 4.43 | 1.59% |
| 8 | Axis Bank Limited | 4.03 | 1.45% |
| 9 | Infosys Limited | 3.66 | 1.31% |
| 10 | Kotak Mahindra Bank Limited | 3.02 | 1.08% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61966 | +3.3% | +6.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.27 L. | +6.0% | +6.0% |
| SI | 07 Dec, 23 | 1.60 L. | 1.75 L. | +9.6% | +7.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.03 L. | +2.5% | +2.5% |
| 2Y | 18 Jul, 24 | 1 L. | 1.06 L. | +5.5% | +2.7% |
| SI | 10 Nov, 23 | 1 L. | 1.44 L. | +44.2% | +14.6% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.