zerodha-nifty-largemidcap-250-index-fund-direct-g

Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G)

  1. Equity
  2. Index Funds
  • NAV as on Jul 11, 2025 ₹13.94
  • Total Returns 21.93% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
zerodha-nifty-largemidcap-250-index-fund-direct-g

Overview of Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G)

  • Fund House
    Zerodha Nifty LargeMidcap 250 Index Fund
  • Fund Size
    ₹1,033 Cr
  • Expense Ratio
    0.28%
  • Benchmark
    Nifty LargeMidcap 250 TRI
  • Risk Level
    Very High
  • Inception Date
    Nov 08, 2023
  • Lock-in period
    0
  • Exit Load
    Nil
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • -0.44%
  • 13.63%
  • 7.69%
  • 2.48%
  • 0%
  • 0%

Category Average

  • 0.27%
  • 11.25%
  • 6.08%
  • 4.59%
  • 17.08%
  • 20.19%

Fund Asset Allocation

Top holdings

Top Sectors

  • Banks
    16.78%
  • IT-Software
    8.25%
  • Finance
    5.91%
  • Pharmaceuticals & Biotech
    5.72%
  • Petroleum Products
    4.35%
  • Auto Components
    3.42%

More about Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G)

Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G) is a mutual fund under the Index Funds category, managed by Zerodha Mutual Fund. It was launched on 20 Dec 2021, and has been active for over 4 years. As of 30 Jun 2025 the fund manages assets worth ₹1,033 Crores. The expense ratio is 0.28%.

This fund generated returns of 2.48% in the last 1 year. Since its inception, it has provided an average annual return of 21.93%.

The fund's investments are mainly concentrated in sectors like Banks, IT-Software, Finance, Pharmaceuticals & Biotech and Petroleum Products.

The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Reliance Industr, Infosys and Bharti Airtel.

Fund Managers

  • Kedarnath Mirajkar

Investment 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). There can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

zerodha-nifty-largemidcap-250-index-fund-direct-g

Frequently Asked Questions about Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G)

  1. Are {{fund_type}} risky?

    Index funds are generally low-risk as they spread investments across an entire market index, reducing the impact of individual stock volatility.

  2. Should I invest in {{fund_type}} ?

    Yes, if you’re looking for a low-cost way to invest in the market and are comfortable with moderate returns that match market trends.

  3. How long should I stay invested in {{fund_type}} ?

    Ideally, you should stay invested for the long term, as index funds perform best over extended periods.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, index funds are open-ended, so you can withdraw at any time, but it's best to hold them long-term.

  5. What are the expenses involved in {{fund_type}} ?

    Index funds usually have low expense ratios due to passive management, often ranging from 0.1% to 0.5%.

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