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 (₹)

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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 0.48 13.92 11.98 0.81 35,083.65
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 1.26 22.86 22.82 0.94 32,326.50
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 3.77 17.20 18.74 0.56 27,271.27
DSP ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 2.37 19.72 21.07 0.64 17,570.07
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 6.39 20.69 23.09 1.08 17,241.17

Fund Holdings as on 30-November-2025

  • HDFC Bank Limited

  • Reliance Industries Limited

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • Infosys Limited

  • Larsen & Toubro Limited

  • BSE Limited

  • State Bank of India

  • ITC Limited

  • Axis Bank Limited

  • Mahindra & Mahindra Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • Hero MotoCorp Limited

  • Bajaj Finance Limited

  • Persistent Systems Limited

  • Suzlon Energy Limited

  • Coforge Limited

  • The Federal Bank Limited

  • PB Fintech Limited

  • Cummins India Limited

  • Dixon Technologies (India) Limited

  • Hindustan Unilever Limited

  • IndusInd Bank Limited

  • ETERNAL LIMITED

  • Maruti Suzuki India Limited

  • HDFC ASSET MANAGEMENT COMPANY Limited

  • AU Small Finance Bank Limited

  • Indus Towers Limited

  • Sun Pharmaceutical Industries Limited

  • Lupin Limited

  • IDFC First Bank Limited

  • One 97 Communications Limited

  • Fortis Healthcare Limited

  • HCL Technologies Limited

  • Ashok Leyland Limited

  • Yes Bank Limited

  • Max Financial Services Limited

  • Hindustan Petroleum Corporation Limited

  • UPL Limited

  • Titan Company Limited

  • SRF Limited

  • NTPC Limited

  • Muthoot Finance Limited

  • Bharat Electronics Limited

  • GMR AIRPORTS LIMITED

  • Bharat Forge Limited

  • Marico Limited

  • POLYCAB INDIA Limited

  • Bharat Heavy Electricals Limited

  • Tata Steel Limited

  • UltraTech Cement Limited

  • FSN E-Commerce Ventures Limited

  • GE Vernova T&D India Ltd

  • Asian Paints Limited

  • InterGlobe Aviation Limited

  • Aurobindo Pharma Limited

  • Power Grid Corporation of India Limited

  • Sundaram Finance Limited

  • Phoenix Mills Limited

  • Swiggy Ltd

  • MphasiS Limited

  • Alkem Laboratories Limited

  • Bajaj Finserv Limited

  • Shriram Finance Ltd

  • Godrej Properties Limited

  • Voltas Limited

  • Hindalco Industries Limited

  • APL Apollo Tubes Limited

  • Indian Bank

  • MRF Limited

  • Dabur India Limited

  • WAAREE Energies Ltd

  • Adani Ports and Special Economic Zone Limited

  • Tube Investments of India Limited

  • Union Bank of India

  • Glenmark Pharmaceuticals Limited

  • JSW Steel Limited

  • Colgate Palmolive (India) Limited

  • Vishal Mega Mart Ltd

  • Prestige Estates Projects Limited

  • Hitachi Energy India Ltd.

  • Coromandel International Limited

  • Grasim Industries Limited

  • Vodafone Idea Limited

  • PI Industries Litmited

  • Aditya Birla Capital Limited

  • 360 ONE WAM Ltd

  • Bajaj Auto Limited

  • Jio Financial Services Limited

  • SBI Cards & Payment Services Limited

  • Eicher Motors Limited

  • Tech Mahindra Limited

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

  • NMDC Limited

  • Mankind Pharma Ltd

  • L&T Finance Limited

  • Oil & Natural Gas Corporation Limited

  • Trent Limited

  • Torrent Power Limited

  • JSL STAINLESS LTD

  • Mahindra & Mahindra Financial Services Limited

  • ICICI Prudential Life Insurance Company Limited

  • NHPC Limited

  • JK Cement Limited

  • Nestle India Limited

  • Page Industries Limited

  • Biocon Limited

  • Vedanta Limited

  • SBI Life Insurance Company Limited

  • Jubilant Foodworks Limited

  • Minda Industries Ltd

  • National Aluminium Company Limited

  • Max Healthcare Institute Limited

  • Hindustan Aeronautics Limited

  • Cipla Limited

  • Sona BLW Precision Forgings Limited

  • Blue Star Limited

  • Coal India Limited

  • Oil India Limited

  • TVS Motor Company Limited

  • Divi's Laboratories Limited

  • HDFC Life Insurance Company Limited

  • Supreme Industries Limited

  • Tata Communications Limited

  • Indian Railway Catering & Tourism Corporation Limited

  • Dr. Reddys Laboratories Limited

  • Tata Consumer Products Limited

  • Petronet LNG Limited

  • IPCA Laboratories Limited

  • KPIT Technologies Limited

  • Tata Motors Passenger Vehicles Limited

  • Apollo Hospitals Enterprise Limited

  • Cholamandalam Investment and Finance Company Limited

  • Steel Authority of India Limited

  • ITC HOTELS LIMITED

  • Oberoi Realty Limited

  • KALYAN JEWELLERS INDIA LTD

  • Patanjali Foods Limited

  • Oracle Financial Services Software Limited

  • Wipro Limited

  • Bharat Petroleum Corporation Limited

  • Balkrishna Industries Limited

  • Britannia Industries Limited

  • Rail Vikas Nigam Limited

  • Bank of India

  • Tata Elxsi Limited

  • Astral Limited

  • Container Corporation of India Limited

  • Tata Power Company Limited

  • The Indian Hotels Company Limited

  • Varun Beverages Limited

  • Exide Industries Ltd.

  • Adani Gas Limited

  • Apollo Tyres Limited

  • LIC Housing Finance Limited

  • Indian Oil Corporation Limited

  • Berger Paints (I) Limited

  • Dalmia Bharat Limited

  • Lloyds Metals & Energy Ltd

  • Adani Enterprises Limited

  • Avenue Supermarts Limited

  • Abbott India Limited

  • Schaeffler India Limited

  • Adani Power Limited

  • Nippon Life India Asset Management Ltd.

  • Apar Industries Limited

  • LTIMindtree Ltd

  • AIA Engineering Limited

  • Motilal Oswal Financial Services Limited

  • Bank of Baroda

  • Power Finance Corporation Limited

  • Cochin Shipyard Ltd.

  • Indraprastha Gas Limited

  • Bharat Dynamics Limited

  • Gujarat Fluorochemicals Limited

  • Info Edge (India) Limited

  • Samvardhana Motherson International Limited

  • Canara Bank

  • Bharti Hexacom Ltd.

  • Bajaj Holdings & Investments Limited

  • Escorts Kubota Limited

  • ICICI Lombard General Insurance Company Limited

  • GAIL (India) Limited

  • Linde India Limited

  • CG Power and Industrial Solutions Limited

  • DLF Limited

  • Godrej Consumer Products Limited

  • L&T Technology Services Limited

  • Syngene International Limited

  • United Breweries Limited

  • Pidilite Industries Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • REC Limited

  • General Insurance Corporation Of India

  • Housing & Urban Development Corporation Ltd.

  • K.P.R. Mill Limited

  • Godfrey Phillips India Ltd.

  • Tata Technologies Ltd

  • ACC Limited

  • United Spirits Limited

  • Punjab National Bank

  • Indian Renewable Energy Development Agency Ltd.

  • Thermax Limited

  • Premier Energies Ltd

  • Clearing Corporation of India Limited

  • Ajanta Pharmaceuticals Limited

  • CRISIL Limited

  • Deepak Nitrite Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Global Health Ltd.

  • Jindal Steel Limited

  • Torrent Pharmaceuticals Limited

  • HEXAWARE TECHNOLOGIES LTD.

  • 3M India Limited

  • Havells India Limited

  • Tata Investment Corporation Ltd.

  • Shree Cement Limited

  • Endurance Technologies Limited

  • Adani Energy Solutions Limited

  • Ambuja Cements Limited

  • Bank of Maharashtra

  • NTPC Green Energy Ltd

  • Hyundai Motor India Ltd

  • JSW Infrastructure Ltd

  • Solar Industries India Limited

  • Lodha Developers Limited

  • Adani Green Energy Limited

  • AWL Agri Business Limited

  • IRB Infrastructure Developers Ltd.

  • Bosch Limited

  • NLC India Ltd.

  • Siemens Limited

  • Honeywell Automation India Limited

  • Siemens Energy India Limited

  • ABB India Limited

  • JSW Energy Limited

  • Gujarat Gas Limited

  • Zydus Lifesciences Limited

  • IDBI Bank Limited

  • Hindustan Zinc Limited

  • Indian Railway Finance Corporation Limited

  • SJVN Limited

  • FERTILIZERS & CHEMICALS TRAVANCORE LIMIT

  • Mazagon Dock Shipbuilders Limited

  • Life Insurance Corp of India

  • Godrej Industries Limited

  • The New India Assurance Company Limited

  • Indian Overseas Bank

  • 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

  • Telecommunication - Service Provider

  • Bank - Public

  • Electric Equipment

  • Power Generation/Distribution

  • Automobiles - Passenger Cars

  • Finance - Others

  • Automobile Two & Three Wheelers

  • Engineering - Construction

  • Household & Personal Products

  • Steel & Iron Products

  • Construction - Real Estate

  • e-Commerce

  • Cigarettes/Tobacco

  • Fintech

  • Auto Ancillary

  • Cement & Construction Materials

  • Insurance

  • Hospital & Healthcare Services

  • Chemicals

  • Consumer Food

  • Defence

  • Pesticides & Agrochemicals

  • Retailing

  • Finance - Asset Management

  • Consumer Durables - Electronics

  • Edible Oil

  • Tyres & Allied

  • Cable

  • Diamond & Jewellery

  • Diesel Engines

  • Metal - Non Ferrous

  • Air Conditioners

  • Paints

  • Gas Transmission/Marketing

  • Engineering - Industrial Equipments

  • Mining & Minerals

  • Oil Exploration

  • Automobiles-Trucks/Lcv

  • Finance - Stock Broking

  • Plastic Products

  • Port

  • Airport Management Services

  • Forgings

  • Diversified

  • Hotel, Resort & Restaurants

  • Textile

  • Airlines

  • Fertilizers

  • Industrial Gases & Fuels

  • Finance - Investment

  • Finance Term Lending

  • Finance - Housing

  • Steel/Sponge Iron/Pig Iron

  • Breweries & Distilleries

  • Aluminium & Aluminium Products

  • Tea/Coffee

  • Travel Services

  • Ship Building

  • Logistics

  • Batteries

  • Trading

  • Bearings

  • Castings/Forgings

  • BPO/ITeS

  • Automobiles-Tractors

  • Business Support

  • Electronics - Components

  • Ratings

  • 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 ₹246.73 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 ₹0.1(0.7%)yesterday to ₹14.2727.

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