Zerodha NIFTY 50 Index Fund - Direct Plan - Growth
Expense Ratio: 0.1
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty 50 TRI
Inception: 26-09-2025
Exit Load: Nil
Fund Size:₹18.18 Cr
Performance
1Y
FundN/A
Cat. Avg.2.60%
2Y
FundN/A
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
Fund-4.86%
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 | 7.14 | 11.16% |
| 2 | ICICI Bank Limited | 5.76 | 8.99% |
| 3 | Reliance Industries Limited | 5.11 | 7.98% |
| 4 | Bharti Airtel Limited | 3.29 | 5.14% |
| 5 | Larsen & Toubro Limited | 2.84 | 4.43% |
| 6 | State Bank of India | 2.48 | 3.88% |
| 7 | Axis Bank Limited | 2.26 | 3.53% |
| 8 | Infosys Limited | 2.05 | 3.20% |
| 9 | Kotak Mahindra Bank Limited | 1.69 | 2.64% |
| 10 | ITC Limited | 1.62 | 2.53% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Nov, 25 | 45000 | 44599 | -0.9% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 17 Oct, 25 | 1 L. | 95140 | -4.9% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
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.