Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Get the latest NAV of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹12.61
1D
NAV as on 23 Mar 2026
10.29%/per year
Since Inception
▲▼
2264 people have invested ₹ 87.7L in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund in the last three months
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (23-Mar-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Industrial & Consumer Cyclical
Financial Services
30%
Industrial
13%
Consumer Cyclical
12%
Financial Services
30%
Industrial
13%
Consumer Cyclical
12%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Holdings Details
as on (28-Feb-26)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.29% |
Benchmark | NIFTY LargeMidcap 250 TRI TR IDR |
| AUM | ₹257 Cr |
| Inception Date | 8 November, 2023 |
| Min Lumpsum/SIP | ₹500/₹500 |
| Exit Load | 0% |
| Lock In | 3 Years |
TurnOver | 16.31% |
| Risk |   Very High Risk |
About Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is an equity fund. This fund was started on 8 November, 2023. The fund is managed by Kedarnath Mirajkar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund has ₹257 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.3.
Returns
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund has given a CAGR return of 10.29% since inception. Over the last 1 year the fund has given a CAGR return of 0.06%.
Holdings
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Basic Materials, Tech, Health, Energy, Consumer Defensive, Communication, Utilities, Corporate, Real Estate. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Bharti Airtel Ltd, Larsen & Toubro Ltd
Taxation
As it is a elss (tax savings) mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. There is a lock in period for Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund of 3 Years
Fund Manager
Kedarnath Mirajkar
Fund Manager of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund, since 8 November 2023
- AUM of the fund stands at 257.2 Cr as of Feb'26
- AUM increased by 7.3 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
How do I invest in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
- Download the INDmoney app.
- Search for ‘Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.