Zerodha Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth option

Open Ended Schemes(Other Scheme - Index Funds)Very High Riskvs Nifty LargeMidcap 250 IndexISIN INF0R8F01018

NAV · 06-Jul-2026

₹14.4367

+3.52%

-1.76%

1Y (CAGR)

+1.82%

3Y (CAGR)

—

5Y (CAGR)

—

Since inception (CAGR)

+14.62%

NAV history

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Risk & SIP analytics

Volatility (3y)

15.47%

Downside dev (3y)

12.70%

Max drawdown (3y)

-18.8%

Calendar-year returns

2024 +18.5%2025 +8.4%

Vs benchmark — Nifty 50

3y monthly · 32 months of overlap

Beta

1.09

Alpha (p.a.)

+5.20%

Up capture

123.1%

Down capture

92.3%

Correlation

0.95

Fund facts

Fund managerKedarnath Mirajkar

AUM₹14,449 Cr

Expense ratio0.28% · 2026-01-30

TER · AMFI officialDirect 0.34% · Regular 0.00% (2026-06-30)

Launch date20-Oct-2023

Plan typeOpen Ended · Others

Min lumpsum₹100

Min SIP₹100

Lock-inNone

Volatility15.41

AMCZerodha Asset Management Private Limited

Objective · The investment objective of the Scheme is to generate returns that are commensurate with the performance of the Nifty LargeMidcap 250 Index TRI (underlying Index), subject to tracking error.

scheme documents ↗