Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund-Dir (G)
Index FundNAV
9.86(0.32%)Fund Size (CR)
₹15.01Expense Ratio
-Scheme Type
Passive FundValue Research
-
Min. investment
₹100Minimum Additional Investment
₹100Minimum SIP Investment
₹100Minimum Withdrawal
₹1Exit Load
0%Return Since Launch
-1.94%
Basic Details
Scheme Manager
Kedarnath Mirajkar
Bench Mark
Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | May 5, 2026 | 9867.00 | -1.33% | - | -1.40% | 649/1255 |
| 1 Month | - | - | - | - | - | -/- |
| 3 Month | - | - | - | - | - | -/- |
| 6 Month | - | - | - | - | - | -/- |
| 1 Year | - | - | - | - | - | -/- |
| 3 Year | - | - | - | - | - | -/- |
| 5 Year | - | - | - | - | - | -/- |
| Since Inception | April 22, 2026 | 9806.46 | -1.94% | -1.94% | 6.15% | 1064/1257 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | May 4, 2026 | 10,000 | 9896.63 | -1.03% | -1.03% |
| 3 Year | - | - | - | - | - |
| 5 Year | - | - | - | - | - |
| 10 Year | - | - | - | - | - |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
Monthly Investment (₹)
Expected Returns Rate (%)
Time Period (in Years)
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Treynor's Ratio
-
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| HDFC Bank | 3.09% | 6004 | 0.46 | Equity | Banks |
| Reliance Industr | 2.53% | 2650 | 0.38 | Equity | Refineries |
| ICICI Bank | 2.36% | 2804 | 0.35 | Equity | Banks |
| Bharti Airtel | 1.49% | 1183 | 0.22 | Equity | Telecom-Service |
| BSE | 1.37% | 563 | 0.20 | Equity | Financial Services |
| Larsen & Toubro | 1.21% | 453 | 0.18 | Equity | Infrastructure Developers & Operators |
| SBI | 1.14% | 1600 | 0.17 | Equity | Banks |
| Infosys | 1.07% | 1353 | 0.16 | Equity | IT - Software |
| Axis Bank | 0.93% | 1106 | 0.14 | Equity | Banks |
| ITC | 0.78% | 3719 | 0.12 | Equity | Tobacco Products |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund-Dir (G) | 15.01 | - | - | - | - | - | |
| ICICI Pru NASDAQ 100 Index Fund - Direct (G) | 3254.80 | 19.91% | 22.28% | 23.23% | 62.18% | 36.54% | |
| ICICI Pru NASDAQ 100 Index Fund - Direct (IDCW) | 3254.80 | 19.91% | 22.28% | 23.23% | 62.18% | 36.54% | |
| Motilal Oswal S&P 500 Index Fund - Direct (G) | 4365.10 | 11.75% | 14.37% | 16.71% | 43.06% | 28.08% | |
| Motilal Oswal Nifty Capital Market Index Fund-Dir (G) | 461.36 | 7.87% | 8.71% | 13.33% | 39.58% | - | |
| Tata Nifty Capital Markets Index Fund-Dir (G) | 644.14 | 7.91% | 8.70% | 13.18% | 39.09% | - |
List of Schemes under Zerodha Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Zerodha Overnight Fund | Debt | Low | 5.25% | 0 | ₹60.80 |
| Zerodha BSE SENSEX Index Fund | Other | Very High | 0% | 0 | ₹15.53 |
| Zerodha Multi Asset Passive FoF | Other | Very High | 0% | 0 | ₹158.67 |
| Zerodha Gold ETF FoF | Other | High | 59.51% | 0 | ₹328.73 |
| Zerodha Nifty LargeMidcap 250 Index Fund | Other | Very High | 2.85% | 0 | ₹1,410.18 |
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund | Other | Very High | 2.92% | 0 | ₹265.70 |
| Zerodha Nifty Short Duration G-Sec Index Fund | Other | Moderately Low | 0% | 0 | ₹14.06 |
| Zerodha Nifty MidSmallcap400 50:50 Index Fund | Other | Very High | 0% | 0 | ₹7.89 |
| Zerodha Nifty 50 Index Fund | Other | Very High | 0% | 0 | ₹53.68 |
| Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund | Other | Very High | 0% | 0 | ₹15.01 |
| Zerodha Silver ETF FoF | Other | Very High | 0% | 0 | ₹220.69 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
April 1, 2026
Total AUM (Cr)
₹15.01
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund-Dir (G) is an Index Fund-oriented fund from the renowned AMC, Zerodha Mutual Fund. Launched in April 1, 2026, this fund is managed by Kedarnath Mirajkar. With assets under management (AUM) worth ₹15.01 (Cr), as of May 13, 2026, Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund-Dir (G) is categorized as a Index Fund within its segment. The fund has generated a return of -1.94% since its launch.
The current NAV of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund-Dir (G) is ₹9.86, as on May 13, 2026. The fund's benchmark index is Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index. You can invest in Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund-Dir (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 70.48% in Equity, 31.19% in Debt and -1.64% in cash and cash equivalents.
Mutual Fund Categories
Types of Mutual Funds
Debt Funds
Access debt markets and enjoy interest income from bonds and debentures. Ideal for conservative short-term investors
Hybrid Funds
Enjoy best of both the worlds - equity and debt. Ideal for beginners with medium-term investment horizon
Equity Funds
Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors