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Mutual Funds
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth

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Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth

Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth

  • Very High Risk
  • Equity
  • ELSS (Tax Savings)
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NAV as on Mar 7, 2025
i
Price per unit of the scheme.
₹ 12.0754 -0.16% 1 Day Change
-6.01%
Minimum Investment ₹500
Expense Ratio 0.00%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
1M 3M 6M 1Y 3Y 5Y
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
VS
Equity: ELSS (Tax Savings) Average NAV
Topper in Equity: ELSS (Tax Savings)
All Fund
*For the other fund, rescaled NAVs are used
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RETURN CALCULATOR

Check the return on your investment in the fund
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    ₹0
  • Return
    ₹0
  • Current Value
    ₹0

FUND SUMMARY

Benchmark
NIFTY LargeMidcap 250 TRI TR IDR
Expense Ratio
0.00 %
Category Avg Expense Ratio
0.86%
Minimum Investment (Lumpsum/SIP)
₹500/₹500
Lock In (Years)
No Lock-in
Fund Size
₹ 161.02 Cr(As on Jan, 2025)
Inception Date
Nov 10, 2023
Turnover
0.00 %
Exit Load
Nil

ABOUT THE 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.

Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth is an Equity - ELSS (Tax Savings) fund. The fund was launched in Nov 10, 2023. Its risk level is Very High. The NAV of the fund as on Mar 7, 2025 is ₹12.08. Its expense ratio is 0.00 %. The fund has an AUM of ₹161.02 Cr.The fund is managed by Kedarnath Mirajkar. The minimum initial investment is ₹500 in Lumpsum mode.

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FUND MANAGER

Kedarnath Mirajkar
i
Lead Fund Manager.
Nov 8, 2023- Present
  • Fund Manager Rank -- Out of 36
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed 1
  • Total AUM ₹ 161.02 Cr
  • Highest Return In 1 Yr 1.84 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
--
₹12.08
-6.01%
-5.94%
Very High Risk
₹161.02Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
--
₹12.08
-12.68%
-13.36%
Very High Risk
₹161.02Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
--
₹12.08
-13.01%
-12.92%
Very High Risk
₹161.02Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
₹12.08
1.84%
1.82%
Very High Risk
₹161.02Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
--
₹12.08
--
16.60%
Very High Risk
₹161.02Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
--
₹12.08
--
18.30%
Very High Risk
₹161.02Cr
1M 3M 6M 1Y 3Y 5Y
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
Very High Risk --
  • NAV ₹12.08
  • Fund Size ₹161.02Cr
Fund Return -6.01%
Category Return -5.94%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
Very High Risk --
  • NAV ₹12.08
  • Fund Size ₹161.02Cr
Fund Return -12.68%
Category Return -13.36%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
Very High Risk --
  • NAV ₹12.08
  • Fund Size ₹161.02Cr
Fund Return -13.01%
Category Return -12.92%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
Very High Risk --
  • NAV ₹12.08
  • Fund Size ₹161.02Cr
Fund Return 1.84%
Category Return 1.82%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
Very High Risk --
  • NAV ₹12.08
  • Fund Size ₹161.02Cr
Fund Return --
Category Return 16.60%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
Very High Risk --
  • NAV ₹12.08
  • Fund Size ₹161.02Cr
Fund Return --
Category Return 18.30%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Jan 2025
EQUITY (100.13%)
DEBT (0.00%)
CASH (-0.13%)
Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
    --
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    --
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    --
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    --
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    --
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
    --

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    --
    This Fund
    VS
    1.32
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    --
    This Fund
    VS
    0.94
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    --
    This Fund
    VS
    0.85
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    --
    This Fund
    VS
    87.74
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    --
    This Fund
    VS
    0.52
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    --
    This Fund
    VS
    14.23
    Category Avg
Benchmark used in calculation : BSE 200 India TR INR

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.92
-3.49%
-5.94%
Very High Risk
₹4,572.13 Cr
Aditya Birla Sun Life ELSS Tax Relief 96 Direct Plan Growth Aditya Birla Sun Life ELSS Tax Relief 96 Direct Plan Growth
₹58.83
-4.01%
-5.94%
Very High Risk
₹14,626.04 Cr
DSP Tax Saver Fund Direct Plan Growth DSP Tax Saver Fund Direct Plan Growth
₹138.28
-4.06%
-5.94%
Very High Risk
₹15,985.06 Cr
Quant Tax Plan Growth Option Direct Plan Quant Tax Plan Growth Option Direct Plan
₹356.46
-4.16%
-5.94%
Very High Risk
₹10,278.66 Cr
360 ONE ELSS Nifty 50 Tax Saver Index Fund Direct Growth 360 ONE ELSS Nifty 50 Tax Saver Index Fund Direct Growth
--
₹12.64
-4.21%
-5.94%
Very High Risk
₹76.64 Cr
Navi ELSS Tax Saver Nifty 50 Index Fund Direct Growth Navi ELSS Tax Saver Nifty 50 Index Fund Direct Growth
--
₹13.51
-4.22%
-5.94%
Very High Risk
₹79.37 Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
VERY HIGH RISK
  • NAV ₹30.92
  • Fund Size ₹4,572.13 Cr
Fund Return -3.49%
Category Return -5.94%
Aditya Birla Sun Life ELSS Tax Relief 96 Direct Plan Growth Aditya Birla Sun Life ELSS Tax Relief 96 Direct Plan Growth
VERY HIGH RISK
  • NAV ₹58.83
  • Fund Size ₹14,626.04 Cr
Fund Return -4.01%
Category Return -5.94%
DSP Tax Saver Fund Direct Plan Growth DSP Tax Saver Fund Direct Plan Growth
VERY HIGH RISK
  • NAV ₹138.28
  • Fund Size ₹15,985.06 Cr
Fund Return -4.06%
Category Return -5.94%
Quant Tax Plan Growth Option Direct Plan Quant Tax Plan Growth Option Direct Plan
VERY HIGH RISK
  • NAV ₹356.46
  • Fund Size ₹10,278.66 Cr
Fund Return -4.16%
Category Return -5.94%
360 ONE ELSS Nifty 50 Tax Saver Index Fund Direct Growth 360 ONE ELSS Nifty 50 Tax Saver Index Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹12.64
  • Fund Size ₹76.64 Cr
Fund Return -4.21%
Category Return -5.94%
Navi ELSS Tax Saver Nifty 50 Index Fund Direct Growth Navi ELSS Tax Saver Nifty 50 Index Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹13.51
  • Fund Size ₹79.37 Cr
Fund Return -4.22%
Category Return -5.94%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
--
₹12.08
-6.01%
-5.94%
Very High Risk
₹161.02 Cr
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹12.08
  • Fund Size ₹161.02 Cr
Fund Return -6.01%
Category Return -5.94%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Zerodha Asset Management Private Limited
Zerodha Asset Management Private Limited manages assets worth ₹ 4,758.13 crores. It’s current offering of mutual fund schemes includes 2 equity, 1 hybrid schemes.
Phone
Email
--
AUM
₹ 4,758.13 Cr (
As on Jan 2025
)
Address
India , ,

FAQ’S

What is the category of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth ?
The category of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth is Equity - ELSS (Tax Savings)
What is the current NAV of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth ?
The current NAV of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth (as on Mar 7, 2025) is ₹ 12.08
How safe is Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth?
The risk level of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth is Very High .
What are short term returns given by Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth?
The return given by Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth in 1 month is -6.01%, 3 months is -12.68%, 6 months is -13.01%, and 1 year is 1.84%.
What are the long term returns given by Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth?
The return given by Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth in 3 years is -- and 5 years is --.
What is the expense ratio of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth?
The expense ratio of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth is -- %
What is the AUM of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth
The assets under Management (AUM) of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth is Rs 161.02 crores.
What is the minimum investment in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth?
The minimum Lumpsum investment in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth is ₹500 and the minimum SIP investment in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth is ₹500
What is the asset allocation of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth?
The Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth has an exposure of 100.13% in Equity, and -0.13% in Cash & Money Market Securities

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