← Zerodha Mutual Fund
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth option
Open Ended Schemes(Other Scheme - Index Funds)Very High Riskvs Nifty LargeMidcap 250 IndexISIN INF0R8F01026
NAV · 06-Jul-2026
₹14.4664
1M
+3.54%
6M
-1.69%
1Y (CAGR)
+1.91%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+14.70%
NAV history
hover for values
Risk & SIP analytics
Volatility (3y)
15.47%
Downside dev (3y)
12.70%
Max drawdown (3y)
-18.7%
Calendar-year returns
2024 +18.6%2025 +8.4%
Vs benchmark — Nifty 50
3y monthly · 32 months of overlapBeta
1.09
Alpha (p.a.)
+5.27%
Up capture
123.4%
Down capture
92.1%
Correlation
0.95
Fund facts
Fund managerKedarnath Mirajkar
AUM₹2,723 Cr
Expense ratio0.29% · 2026-01-30
TER · AMFI officialDirect 0.31% · Regular 0.00% (2026-06-30)
Launch date20-Oct-2023
Plan typeOpen Ended · Equity
Min lumpsum₹500
Min SIP₹500
Lock-in3 yr
Volatility15.41
AMCZerodha Asset Management Private Limited
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.
scheme documents ↗