Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY LargeMidcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated -3.76 14.19 8.32 0.81 33,185.50
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 -2.37 21.23 18.24 0.89 32,171.48
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 0.91 15.97 13.54 0.58 26,202.62
DSP ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 -2.30 18.64 15.89 0.74 17,249.79
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 -1.88 18.67 18.09 1.08 16,618.14

Fund Holdings as on 28-February-2026

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Bharti Airtel Limited

  • Larsen & Toubro Limited

  • State Bank of India

  • Infosys Limited

  • BSE Limited

  • Axis Bank Limited

  • Kotak Mahindra Bank Limited

  • Mahindra & Mahindra Limited

  • ITC Limited

  • Hero MotoCorp Limited

  • The Federal Bank Limited

  • Tata Consultancy Services Limited

  • Bajaj Finance Limited

  • Cummins India Limited

  • IndusInd Bank Limited

  • Ashok Leyland Limited

  • Indus Towers Limited

  • Hindustan Unilever Limited

  • Lupin Limited

  • HDFC ASSET MANAGEMENT COMPANY Limited

  • AU Small Finance Bank Limited

  • Maruti Suzuki India Limited

  • Suzlon Energy Limited

  • Persistent Systems Limited

  • Bharat Forge Limited

  • PB Fintech Limited

  • Sun Pharmaceutical Industries Limited

  • Fortis Healthcare Limited

  • NTPC Limited

  • IDFC First Bank Limited

  • Titan Company Limited

  • ETERNAL LIMITED

  • Max Financial Services Limited

  • GE Vernova T&D India Ltd

  • Tata Steel Limited

  • POLYCAB INDIA Limited

  • One 97 Communications Limited

  • Dixon Technologies (India) Limited

  • Bharat Electronics Limited

  • Hindustan Petroleum Corporation Limited

  • Marico Limited

  • Shriram Finance Ltd

  • UltraTech Cement Limited

  • APL Apollo Tubes Limited

  • Swiggy Ltd

  • Coforge Limited

  • HCL Technologies Limited

  • Union Bank of India

  • Bharat Heavy Electricals Limited

  • Sundaram Finance Limited

  • SRF Limited

  • Power Grid Corporation of India Limited

  • Yes Bank Limited

  • FSN E-Commerce Ventures Limited

  • Hindalco Industries Limited

  • Muthoot Finance Limited

  • GMR AIRPORTS LIMITED

  • UPL Limited

  • Voltas Limited

  • Indian Bank

  • Aurobindo Pharma Limited

  • Alkem Laboratories Limited

  • Vedanta Limited

  • Hitachi Energy India Ltd.

  • Glenmark Pharmaceuticals Limited

  • JSW Steel Limited

  • National Aluminium Company Limited

  • KEI INDUSTRIES LTD-INR 2 DEMAT EQ-INR 2

  • Phoenix Mills Limited

  • Bajaj Finserv Limited

  • Dabur India Limited

  • Adani Ports and Special Economic Zone Limited

  • Bajaj Auto Limited

  • Eicher Motors Limited

  • Torrent Power Limited

  • Colgate Palmolive (India) Limited

  • InterGlobe Aviation Limited

  • Oil & Natural Gas Corporation Limited

  • Tube Investments of India Limited

  • Vodafone Idea Limited

  • Asian Paints Limited

  • Grasim Industries Limited

  • MRF Limited

  • NMDC Limited

  • 360 ONE WAM Ltd

  • Biocon Limited

  • Coal India Limited

  • Aditya Birla Capital Limited

  • Oil India Limited

  • Coromandel International Limited

  • MphasiS Limited

  • WAAREE Energies Ltd

  • Godrej Properties Limited

  • ICICI Prudential Life Insurance Company Limited

  • Supreme Industries Limited

  • Mankind Pharma Ltd

  • PI Industries Litmited

  • Blue Star Limited

  • Vishal Mega Mart Ltd

  • Nestle India Limited

  • JSL STAINLESS LTD

  • Mahindra & Mahindra Financial Services Limited

  • SBI Life Insurance Company Limited

  • TVS Motor Company Limited

  • Petronet LNG Limited

  • Sona BLW Precision Forgings Limited

  • Steel Authority of India Limited

  • NHPC Limited

  • JK Cement Limited

  • Prestige Estates Projects Limited

  • Trent Limited

  • Tech Mahindra Limited

  • L&T Finance Limited

  • SBI Cards & Payment Services Limited

  • Jio Financial Services Limited

  • Divi's Laboratories Limited

  • Max Healthcare Institute Limited

  • Apollo Hospitals Enterprise Limited

  • Tata Motors Passenger Vehicles Limited

  • Minda Industries Ltd

  • Bank of India

  • IPCA Laboratories Limited

  • Dr. Reddys Laboratories Limited

  • HDFC Life Insurance Company Limited

  • Cipla Limited

  • Astral Limited

  • Jubilant Foodworks Limited

  • Page Industries Limited

  • Bharat Petroleum Corporation Limited

  • Hindustan Aeronautics Limited

  • Tata Consumer Products Limited

  • Cholamandalam Investment and Finance Company Limited

  • Britannia Industries Limited

  • Balkrishna Industries Limited

  • Indian Oil Corporation Limited

  • Apar Industries Limited

  • Tata Communications Limited

  • Rail Vikas Nigam Limited

  • Oberoi Realty Limited

  • Schaeffler India Limited

  • Patanjali Foods Limited

  • Indian Railway Catering & Tourism Corporation Limited

  • Tata Power Company Limited

  • Container Corporation of India Limited

  • Varun Beverages Limited

  • Nippon Life India Asset Management Ltd.

  • Oracle Financial Services Software Limited

  • ITC HOTELS LIMITED

  • Power Finance Corporation Limited

  • LIC Housing Finance Limited

  • Bank of Baroda

  • Samvardhana Motherson International Limited

  • Lloyds Metals & Energy Ltd

  • Dalmia Bharat Limited

  • The Indian Hotels Company Limited

  • KALYAN JEWELLERS INDIA LTD

  • Tata Elxsi Limited

  • Wipro Limited

  • Avenue Supermarts Limited

  • Bank of Maharashtra

  • Adani Enterprises Limited

  • Exide Industries Ltd.

  • AIA Engineering Limited

  • Adani Power Limited

  • Apollo Tyres Limited

  • Gujarat Fluorochemicals Limited

  • Canara Bank

  • Linde India Limited

  • Adani Gas Limited

  • Abbott India Limited

  • CG Power and Industrial Solutions Limited

  • Clearing Corporation of India Limited

  • Godrej Consumer Products Limited

  • Berger Paints (I) Limited

  • Bajaj Holdings & Investments Limited

  • Cochin Shipyard Ltd.

  • Ajanta Pharmaceuticals Limited

  • KPIT Technologies Limited

  • Jindal Steel Limited

  • Pidilite Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • GAIL (India) Limited

  • Torrent Pharmaceuticals Limited

  • Bharti Hexacom Ltd.

  • Punjab National Bank

  • Thermax Limited

  • Indraprastha Gas Limited

  • General Insurance Corporation Of India

  • REC Limited

  • Escorts Kubota Limited

  • Bharat Dynamics Limited

  • United Breweries Limited

  • Motilal Oswal Financial Services Limited

  • LTIMindtree Ltd

  • United Spirits Limited

  • Deepak Nitrite Limited

  • Info Edge (India) Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • CRISIL Limited

  • 3M India Limited

  • DLF Limited

  • K.P.R. Mill Limited

  • Tata Technologies Ltd

  • Indian Renewable Energy Development Agency Ltd.

  • ACC Limited

  • L&T Technology Services Limited

  • Global Health Ltd.

  • Havells India Limited

  • Adani Energy Solutions Limited

  • Endurance Technologies Limited

  • Shree Cement Limited

  • Housing & Urban Development Corporation Ltd.

  • Solar Industries India Limited

  • AWL Agri Business Limited

  • Godfrey Phillips India Ltd.

  • ABB India Limited

  • Bosch Limited

  • Tata Investment Corporation Ltd.

  • Premier Energies Ltd

  • NLC India Ltd.

  • NTPC Green Energy Ltd

  • Hyundai Motor India Ltd

  • JSW Infrastructure Ltd

  • IRB Infrastructure Developers Ltd.

  • Ambuja Cements Limited

  • Siemens Limited

  • Syngene International Limited

  • Adani Green Energy Limited

  • Lodha Developers Limited

  • Hindustan Zinc Limited

  • JSW Energy Limited

  • Siemens Energy India Limited

  • Gujarat Gas Limited

  • HEXAWARE TECHNOLOGIES LTD.

  • Honeywell Automation India Limited

  • IDBI Bank Limited

  • Zydus Lifesciences Limited

  • Indian Overseas Bank

  • SJVN Limited

  • Life Insurance Corp of India

  • Indian Railway Finance Corporation Limited

  • FERTILIZERS & CHEMICALS TRAVANCORE LIMIT

  • Mazagon Dock Shipbuilders Limited

  • Godrej Industries Limited

  • The New India Assurance Company Limited

  • UCO BANK

  • Bajaj Housing Finance Limited

  • 6.00% TVS Motor Company Limited (Preference Share) (01/09/2026)*

  • Net Receivable / Payable

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Refineries

  • Bank - Public

  • Telecommunication - Service Provider

  • Electric Equipment

  • Power Generation/Distribution

  • Steel & Iron Products

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Automobile Two & Three Wheelers

  • Finance - Others

  • Household & Personal Products

  • e-Commerce

  • Construction - Real Estate

  • Auto Ancillary

  • Cement & Construction Materials

  • Insurance

  • Hospital & Healthcare Services

  • Fintech

  • Cigarettes/Tobacco

  • Chemicals

  • Consumer Food

  • Cable

  • Metal - Non Ferrous

  • Defence

  • Finance - Asset Management

  • Edible Oil

  • Diesel Engines

  • Diamond & Jewellery

  • Retailing

  • Tyres & Allied

  • Pesticides & Agrochemicals

  • Air Conditioners

  • Automobiles-Trucks/Lcv

  • Oil Exploration

  • Mining & Minerals

  • Forgings

  • Consumer Durables - Electronics

  • Engineering - Industrial Equipments

  • Plastic Products

  • Gas Transmission/Marketing

  • Paints

  • Finance - Stock Broking

  • Diversified

  • Industrial Gases & Fuels

  • Port

  • Airport Management Services

  • Finance Term Lending

  • Hotel, Resort & Restaurants

  • Aluminium & Aluminium Products

  • Fertilizers

  • Finance - Investment

  • Textile

  • Airlines

  • Steel/Sponge Iron/Pig Iron

  • Finance - Housing

  • Trading

  • Breweries & Distilleries

  • Tea/Coffee

  • Ship Building

  • Travel Services

  • Logistics

  • Bearings

  • Batteries

  • Castings/Forgings

  • Automobiles-Tractors

  • BPO/ITeS

  • Ratings

  • Business Support

  • Miscellaneous

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About Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund

Scheme Analysis

Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is a Equity - ELSS fund and belongs to Zerodha Mutual Fund. It was launched on 08-Nov-2023 and currently has an AUM of ₹257.18 crore. Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is benchmarked against NIFTY LargeMidcap 250 - TRI as primary index.

The NAV of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund ended up ₹0.27(2.13%)yesterday to ₹12.8811.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is managed by Kedarnath Mirajkar .

Fund House Contact

Indiqube Penta, New No. 51 (Old No.14), Richmond Road, Bangalore - 560025

91-8069601101