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 8.69 15.02 13.66 0.82 35,171.95
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 7.95 24.33 24.47 0.95 31,782.82
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 13.58 18.47 20.08 0.57 27,069.09
DSP ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 9.38 20.77 22.42 0.69 17,241.31
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 12.36 21.80 24.47 1.08 17,194.16

Fund Holdings as on 31-October-2025

  • HDFC Bank Limited

  • Reliance Industries Limited

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • Infosys Limited

  • Larsen & Toubro Limited

  • ITC Limited

  • State Bank of India

  • BSE Limited

  • Axis Bank Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • Mahindra & Mahindra Limited

  • Bajaj Finance Limited

  • Hero MotoCorp Limited

  • Suzlon Energy Limited

  • Dixon Technologies (India) Limited

  • Persistent Systems Limited

  • PB Fintech Limited

  • Coforge Limited

  • ETERNAL LIMITED

  • Cummins India Limited

  • Hindustan Unilever Limited

  • The Federal Bank Limited

  • Maruti Suzuki India Limited

  • HDFC ASSET MANAGEMENT COMPANY Limited

  • IDFC First Bank Limited

  • Fortis Healthcare Limited

  • IndusInd Bank Limited

  • AU Small Finance Bank Limited

  • Indus Towers Limited

  • One 97 Communications Limited

  • Sun Pharmaceutical Industries Limited

  • Lupin Limited

  • Hindustan Petroleum Corporation Limited

  • Yes Bank Limited

  • HCL Technologies Limited

  • NTPC Limited

  • SRF Limited

  • Titan Company Limited

  • UPL Limited

  • Bharat Electronics Limited

  • Max Financial Services Limited

  • Ashok Leyland Limited

  • Tata Steel Limited

  • POLYCAB INDIA Limited

  • Marico Limited

  • UltraTech Cement Limited

  • GE Vernova T&D India Ltd

  • Bharat Forge Limited

  • Swiggy Ltd

  • Power Grid Corporation of India Limited

  • Godrej Properties Limited

  • Bharat Heavy Electricals Limited

  • Muthoot Finance Limited

  • FSN E-Commerce Ventures Limited

  • GMR AIRPORTS LIMITED

  • Hindalco Industries Limited

  • InterGlobe Aviation Limited

  • WAAREE Energies Ltd

  • APL Apollo Tubes Limited

  • Tube Investments of India Limited

  • Aurobindo Pharma Limited

  • Bajaj Finserv Limited

  • Sundaram Finance Limited

  • MRF Limited

  • Voltas Limited

  • MphasiS Limited

  • Phoenix Mills Limited

  • Alkem Laboratories Limited

  • Indian Bank

  • Asian Paints Limited

  • Vishal Mega Mart Ltd

  • JSW Steel Limited

  • Colgate Palmolive (India) Limited

  • Grasim Industries Limited

  • Prestige Estates Projects Limited

  • PI Industries Litmited

  • Dabur India Limited

  • Union Bank of India

  • Adani Ports and Special Economic Zone Limited

  • Glenmark Pharmaceuticals Limited

  • Shriram Finance Ltd

  • Trent Limited

  • Mankind Pharma Ltd

  • Jio Financial Services Limited

  • NHPC Limited

  • Oil & Natural Gas Corporation Limited

  • SBI Cards & Payment Services Limited

  • Bajaj Auto Limited

  • NMDC Limited

  • JK Cement Limited

  • Page Industries Limited

  • Eicher Motors Limited

  • Blue Star Limited

  • Coromandel International Limited

  • Torrent Power Limited

  • 360 ONE WAM Ltd

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

  • Aditya Birla Capital Limited

  • Supreme Industries Limited

  • Nestle India Limited

  • JSL STAINLESS LTD

  • Tech Mahindra Limited

  • Vodafone Idea Limited

  • Hindustan Aeronautics Limited

  • Oil India Limited

  • Coal India Limited

  • SBI Life Insurance Company Limited

  • Jubilant Foodworks Limited

  • ICICI Prudential Life Insurance Company Limited

  • Divi's Laboratories Limited

  • Tata Motors Passenger Vehicles Limited

  • Max Healthcare Institute Limited

  • Hitachi Energy India Ltd.

  • Cipla Limited

  • Vedanta Limited

  • Biocon Limited

  • Minda Industries Ltd

  • L&T Finance Limited

  • TVS Motor Company Limited

  • Tata Communications Limited

  • Indian Railway Catering & Tourism Corporation Limited

  • Sona BLW Precision Forgings Limited

  • Petronet LNG Limited

  • HDFC Life Insurance Company Limited

  • National Aluminium Company Limited

  • Oberoi Realty Limited

  • Mahindra & Mahindra Financial Services Limited

  • Apollo Hospitals Enterprise Limited

  • Patanjali Foods Limited

  • Tata Consumer Products Limited

  • Oracle Financial Services Software Limited

  • ITC HOTELS LIMITED

  • Steel Authority of India Limited

  • KALYAN JEWELLERS INDIA LTD

  • Dr. Reddys Laboratories Limited

  • KPIT Technologies Limited

  • Cholamandalam Investment and Finance Company Limited

  • Tata Elxsi Limited

  • Container Corporation of India Limited

  • Rail Vikas Nigam Limited

  • Bharat Petroleum Corporation Limited

  • Britannia Industries Limited

  • Wipro Limited

  • Balkrishna Industries Limited

  • Tata Power Company Limited

  • Astral Limited

  • IPCA Laboratories Limited

  • Adani Gas Limited

  • The Indian Hotels Company Limited

  • Exide Industries Ltd.

  • Adani Enterprises Limited

  • LIC Housing Finance Limited

  • Lloyds Metals & Energy Ltd

  • Varun Beverages Limited

  • Bank of India

  • Dalmia Bharat Limited

  • Adani Power Limited

  • Indian Oil Corporation Limited

  • Avenue Supermarts Limited

  • Schaeffler India Limited

  • Apollo Tyres Limited

  • Power Finance Corporation Limited

  • Nippon Life India Asset Management Ltd.

  • Berger Paints (I) Limited

  • Gujarat Fluorochemicals Limited

  • Cochin Shipyard Ltd.

  • Motilal Oswal Financial Services Limited

  • Abbott India Limited

  • Indraprastha Gas Limited

  • Apar Industries Limited

  • TML Commercial Vehicles Ltd

  • Info Edge (India) Limited

  • Bajaj Holdings & Investments Limited

  • Bharat Dynamics Limited

  • LTIMindtree Ltd

  • Bharti Hexacom Ltd.

  • Bank of Baroda

  • CG Power and Industrial Solutions Limited

  • GAIL (India) Limited

  • DLF Limited

  • United Breweries Limited

  • ICICI Lombard General Insurance Company Limited

  • Linde India Limited

  • AIA Engineering Limited

  • Escorts Kubota Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • REC Limited

  • Thermax Limited

  • Samvardhana Motherson International Limited

  • Godfrey Phillips India Ltd.

  • Premier Energies Ltd

  • Syngene International Limited

  • Canara Bank

  • Indian Renewable Energy Development Agency Ltd.

  • Godrej Consumer Products Limited

  • Pidilite Industries Limited

  • CRISIL Limited

  • K.P.R. Mill Limited

  • Tata Technologies Ltd

  • Deepak Nitrite Limited

  • Housing & Urban Development Corporation Ltd.

  • ACC Limited

  • General Insurance Corporation Of India

  • L&T Technology Services Limited

  • Punjab National Bank

  • United Spirits Limited

  • Global Health Ltd.

  • GlaxoSmithKline Pharmaceuticals Limited

  • Jindal Steel Limited

  • Ajanta Pharmaceuticals Limited

  • Tata Investment Corporation Ltd.

  • Havells India Limited

  • Shree Cement Limited

  • Endurance Technologies Limited

  • Torrent Pharmaceuticals Limited

  • NTPC Green Energy Ltd

  • Ambuja Cements Limited

  • JSW Infrastructure Ltd

  • Hyundai Motor India Ltd

  • Adani Green Energy Limited

  • Bank of Maharashtra

  • HEXAWARE TECHNOLOGIES LTD.

  • Adani Energy Solutions Limited

  • AWL Agri Business Limited

  • Solar Industries India Limited

  • Lodha Developers Limited

  • IRB Infrastructure Developers Ltd.

  • Bosch Limited

  • NLC India Ltd.

  • 3M India Limited

  • Honeywell Automation India Limited

  • Clearing Corporation of India Limited

  • JSW Energy Limited

  • Siemens Energy India Limited

  • Siemens Limited

  • ABB India Limited

  • Gujarat Gas Limited

  • Zydus Lifesciences Limited

  • SJVN Limited

  • IDBI Bank Limited

  • Indian Railway Finance Corporation Limited

  • FERTILIZERS & CHEMICALS TRAVANCORE LIMIT

  • Mazagon Dock Shipbuilders Limited

  • Hindustan Zinc 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

  • Refineries

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Bank - Public

  • Electric Equipment

  • Power Generation/Distribution

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Steel & Iron Products

  • Automobile Two & Three Wheelers

  • Finance - Others

  • Household & Personal Products

  • Construction - Real Estate

  • e-Commerce

  • Cigarettes/Tobacco

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Fintech

  • Auto Ancillary

  • Insurance

  • Chemicals

  • Consumer Food

  • Defence

  • Retailing

  • Consumer Durables - Electronics

  • Pesticides & Agrochemicals

  • Finance - Asset Management

  • Edible Oil

  • Tyres & Allied

  • Cable

  • Diamond & Jewellery

  • Metal - Non Ferrous

  • Diesel Engines

  • Air Conditioners

  • Automobiles-Trucks/Lcv

  • Gas Transmission/Marketing

  • Mining & Minerals

  • Oil Exploration

  • Engineering - Industrial Equipments

  • Paints

  • Plastic Products

  • Finance - Stock Broking

  • Hotel, Resort & Restaurants

  • Port

  • Textile

  • Diversified

  • Forgings

  • Finance Term Lending

  • Industrial Gases & Fuels

  • Airport Management Services

  • Airlines

  • Finance - Housing

  • Finance - Investment

  • Fertilizers

  • Steel/Sponge Iron/Pig Iron

  • Breweries & Distilleries

  • Travel Services

  • Aluminium & Aluminium Products

  • Tea/Coffee

  • Ship Building

  • Logistics

  • Trading

  • Batteries

  • Bearings

  • BPO/ITeS

  • Unspecified

  • Castings/Forgings

  • 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 ₹238.02 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 ₹0.06(0.39%)yesterday to ₹14.5022.

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