What is the NAV of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
The Current NAV of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is ₹13.75, as of 13th June 2025What are the returns of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
The Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund has been there since 8th November 2023- 1 Year Returns: 5.28
What are the top 5 sectors holdings of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
The top sectors Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund has invested in are as for 8th 11 2023 are as follows -- Private Banks | 13.67%
- IT Services & Consulting | 9.83%
- Specialized Finance | 5.29%
- Pharmaceuticals | 5.22%
- Oil & Gas - Refining & Marketing | 5.07%
What are the top 5 holdings Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
The top 5 holdings for Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund are- HDFC Bank Ltd | 5.08%
- ICICI Bank Ltd | 3.42%
- Reliance Industries Ltd | 3.27%
- Infosys Ltd | 2.49%
- ITC Ltd | 1.65%
What is the asset allocation of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
The Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is a plan that invests- Equity | 99.94%
- Cash & Equivalents | 0.04%
- Rights | 0.02%
How to invest in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
If you wish to invest in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
The AUM of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is 202.42 Cr as of 13th June 2025What is the expense ratio of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Plan?
The expense ratio of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Plan is 0.28How to exit Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
If you have invested in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.Is there any lock-in period for Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Plan?
There is a lock in period of 3 for Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index FundWhat is the alpha of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
The alpha ratio for the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is 3.49
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
The volatility or standard deviation for the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is 15.74
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
The sharpe ratio for the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is 0.10
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
The Sortino ratio for the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is 0.01
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
The PE ratio (price-to-earnings) of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is 44.43 while category PE ratio is 41.071. Test MF FAQ for Mutual Fund Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Shares?
The Current NAV of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is ₹13.75, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Plan?
There is a lock in period of 3 for Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
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Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
Growth
13.750.52% (-0.07)
High
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—
Low
—
—
Returns
0.00%
0.00%
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1Y
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5Y
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SIP
1M
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SIP
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Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Performance & Key Metrics
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.28 | 15.74 | 0.10 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.39 | 15.39 | 0.12 |
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Scheme InfoZerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY LargeMidcap 250 - TRI |
About Equity Linked Savings Scheme (ELSS)
About Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Peers & Comparison
Comparing 3 mutual funds from
EquityEquity Linked Savings Scheme (ELSS)
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund | 5.28% | — | 22.08% |
| Axis ELSS Tax Saver Fund | 5.90% | 18.42% | 17.14% |
| SBI Long Term Equity Fund | 5.06% | 29.74% | 16.82% |
| Mirae Asset ELSS Tax Saver Fund | 8.10% | 21.22% | 19.56% |
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Returns Comparison
Compare Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund with any MF, ETF, stock or indexCompare Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund with any MF, ETF, stock or index
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Asset Allocation
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Asset Allocation
Actual
Target
Mar 2024
May 2024
Sep 2024
Nov 2024
Mar 2024
May 2024
Sep 2024
Nov 2024
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Sector Distribution
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Sector Distribution
Mar 2024
May 2024
Sep 2024
Nov 2024
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Sector Weightage
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Current Holdings
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
5.08 %
5.08 %Holdings
3.42 %
3.42 %Holdings
3.27 %
3.27 %
AMC Profile of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
AMC Profile of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Zerodha AMC is the asset management arm of Zerodha known for its innovative and low-cost approach, Zerodha AMC offers a range of mutual fund products aimed at providing investors with efficient and transparent investment options. The company leverages technology to simplify investment processes, making it accessible to a broader audience and promoting financial inclusion
Zerodha AMC is the asset management arm of Zerodha known for its innovative and low-cost approach, Zerodha AMC offers a range of mutual fund products aimed at providing investors with efficient and transparent investment options. The company leverages technology to simplify investment processes, making it accessible to a broader audience and promoting financial inclusion
No.of Schemes
3
Total AUM
₹ 1,147.38 Cr.
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Manager Details
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Manager Details
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Manager Profile
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Manager Profile
Kedarnath Mirajkar
AUM: ₹1,147.38 Cr.
|
Exp: —
Qualification
Data not available
Past Experience
Data not available
Funds Managed (3)
Equity (2)
5.17%
5.17%
—
—
0.28%
0.28%
5.28%
5.28%
—
—
0.28%
0.28%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Manager Performance (0)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Manager Performance (0)
Equity: Equity Linked Savings Scheme (ELSS)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Tax Implications
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
+
-
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.
You make
(unrealised)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Review & Opinions
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Review & Opinions
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Gains are treated as long-term capital gains and taxed at 10%