Zerodha Nifty LargeMidcap 250 Index Fund

Zerodha Nifty LargeMidcap 250 Index Fund

ZN250

A simple index fund to invest in top 250 Indian companies

AUM

₹436.45Cr

Expense Ratio

0.25%

Risk

Very High

Ideal for

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5 yrs+ Investment Period

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Low Investment Amount

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Diversification

About the fund

This index fund follows the Nifty LargeMidcap 250 index, and invests your money equally between the top 100 large companies and the next 150 midcap companies.

Scheme

Past Performance

Current value ofinvested once at launch of index would be
For periods above 1 year, returns are annualized (CAGR). Monthly SIP Returns denotes XIRR. Past performance doesn't guarantee future results. Fund returns may vary due to tracking errors and expenses compared to benchmark returns.

Tax Implication

Investment period < 1 year

Gains/profits are treated as short-term capital gains & taxed at 15% (plus surcharge, if any and 4% cess).

Investment period >= 1 year

No tax for gains upto ₹1 Lakh in a financial year. Gains above ₹1 Lakh in a financial year are taxed at 10% (plus surcharge, if any and 4% cess).

Returns & Tax Calculator

You Invested
0
(-) Stamp Duty Charges 0.005%
0
Actual Investment
0
(+) Est. Returns 15%
0
(-) STT 0.001%
0
(-) Exit Load
(No Exit Load is charged)
₹ 0
You Make (Before Tax)
0
(-) Tax
0
You Make (After Tax)
0
This calculator is meant for education purposes only and not aimed at soliciting investments in any particular scheme of Zerodha Mutual Fund.
Holdings
As on Jun 14, 2024
Group By
Top 7 Equity HoldingsWeightage (%)
Hdfc Bank Ltd
4.39 %
Reliance Industries Ltd
3.66 %
Icici Bank Ltd
2.84 %
Infosys Ltd
1.94 %
Larsen & Toubro Ltd
1.59 %
Tata Consultancy Services Ltd
1.42 %
Itc Ltd
1.40 %
Fund Details
As on Jun 14, 2024
NAV
₹13.1686
Exit Load
0%
Tracking Error
0.07%
Lock-in Period
No

Fund Manager

Kedarnath Mirajkar

Kedarnath Mirajkar

LinkedIn

Kedar has an experience of 17 years in financial markets, across multiple roles at Aditya Birla Sunlife AMC Ltd (ABSLAMC), including fund management for passive products, where he managed 13 ETFs and Index Funds in equity & commodity. Kedar's belief in his own words is - "Passive investing uses the collective intelligence of the market instead of manually picking stocks and works for most investors."

Riskometer

very-high

Riskometer of the scheme

This product is suitable for investors who are seeking*:

  1. Long term capital growth
  2. Investment in securities covered by Nifty LargeMidcap 250 Index

Investors should understand that their principal will be at Very High Risk

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.