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- Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund Growth Direct Plan
Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund Growth Direct Plan
NAV (Apr 26,2024)
Invest in Zerodha's ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan and enjoy the benefits of tax savings. With a low expense ratio of 0.26, this fund has a Price to Earnings (PE) ratio of 41.81 and a Price to Book (PB) ratio of 7.70. The scheme's assets under management (AUM) stand at ₹32.15 crore, with a minimum investment requirement of ₹500. The fund comes with a lock period of 3 years and was established on November 8, 2023.
Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund Growth Direct Plan Latest Trend
- 1M
- 2M
- 3M
Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund Growth Direct Plan Latest Trend
Risk Ratios
- P/E Ratio41.81
- P/B Ratio7.70
- Alpha-0.00
- Beta1.00
- Sharpe0.32
- Sortino0.50
Fund Overview
0.26%
0%
No Lock-in
₹ 32.15 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 10,761.97 (7.62%) | ₹ -- (--) |
₹ 30,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 32,285.91 (7.62%) | ₹ -- (--) |
₹ 50,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 53,809.85 (7.62%) | ₹ -- (--) |
₹ 80,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 86,095.76 (7.62%) | ₹ -- (--) |
₹ 1,00,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 1,07,619.7 (7.62%) | ₹ -- (--) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC Bank Limited5.72%
- Reliance Industries Limited3.90%
- ICICI Bank Limited3.12%
- Infosys Limited2.45%
- Larsen & Toubro Limited1.86%
- ITC Limited1.82%
- Tata Consultancy Services Limited1.71%
- Axis Bank Limited1.36%
- Kotak Mahindra Bank Limited1.25%
- TREPS1.24%
- Bharti Airtel Limited1.16%
- State Bank of India1.10%
- Power Finance Corporation Limited1.08%
- Hindustan Unilever Limited1.06%
- REC Limited1.00%
- Max Healthcare Institute Limited0.99%
- Adani Power Limited0.99%
- Bajaj Finance Limited0.91%
- The Indian Hotels Company Limited0.75%
- Coforge Limited0.75%
- Persistent Systems Limited0.74%
- AU Small Finance Bank Limited0.74%
- Yes Bank Limited0.73%
- Tube Investments of India Limited0.72%
- Tata Motors Limited0.72%
- HCL Technologies Limited0.69%
- Mahindra & Mahindra Limited0.69%
- Asian Paints Limited0.68%
- The Federal Bank Limited0.68%
- Titan Company Limited0.68%
- IDFC First Bank Limited0.66%
- NTPC Limited0.66%
- HDFC ASSET MANAGEMENT COMPANY Limited0.63%
- Lupin Limited0.62%
- Bharat Forge Limited0.62%
- Sun Pharmaceutical Industries Limited0.61%
- Maruti Suzuki India Limited0.61%
- Aurobindo Pharma Limited0.59%
- Tata Elxsi Limited0.59%
- Supreme Industries Limited0.57%
- CG Power and Industrial Solutions Limited0.57%
- UltraTech Cement Limited0.54%
- APL Apollo Tubes Limited0.53%
- Cummins India Limited0.52%
- Sona BLW Precision Forgings Limited0.52%
- Ashok Leyland Limited0.51%
- Alkem Laboratories Limited0.51%
- Tata Steel Limited0.51%
- POLYCAB INDIA Limited0.50%
- Hindustan Petroleum Corporation Limited0.50%
- Zee Entertainment Enterprises Limited0.49%
- Bharat Heavy Electricals Limited0.49%
- MRF Limited0.48%
- Power Grid Corporation of India Limited0.48%
- Macrotech Developers Limited0.48%
- KPIT Technologies Limited0.48%
- Dixon Technologies India Limited0.47%
- IndusInd Bank Limited0.47%
- NMDC Limited0.47%
- FSN E Commerce Ventures Limited0.47%
- Sundaram Finance Limited0.46%
- Container Corporation of India Limited0.46%
- Max Financial Services Limited0.46%
- Page Industries Limited0.46%
- Godrej Properties Limited0.45%
- MphasiS Limited0.44%
- Astral Limited0.44%
- Voltas Limited0.44%
- Fortis Healthcare Limited0.43%
- Jubilant Foodworks Limited0.42%
- Nestle India Limited0.42%
- PB Fintech Limited0.42%
- Bajaj Finserv Limited0.41%
- Phoenix Mills Limited0.41%
- Tata Communications Limited0.40%
- Hindalco Industries Limited0.40%
- Balkrishna Industries Limited0.40%
- Union Bank of India0.40%
- GMR Infrastructure Limited0.39%
- Crompton Greaves Consumer Electricals Limited0.39%
- JSL STAINLESS LTD0.39%
- Coal India Limited0.38%
- JSW Steel Limited0.37%
- Bandhan Bank Limited0.36%
- Oil & Natural Gas Corporation Limited0.36%
- Indian Railway Finance Corporation Limited0.35%
- Tech Mahindra Limited0.35%
- Grasim Industries Limited0.35%
- Dalmia Bharat Limited0.35%
- Steel Authority of India Limited0.35%
- ACC Limited0.35%
- Bajaj Auto Limited0.34%
- NHPC Limited0.34%
- JSW Energy Limited0.34%
- Adani Ports and Special Economic Zone Limited0.34%
- Tata Chemicals Limited0.33%
- Adani Enterprises Limited0.33%
- Laurus Labs Limited0.33%
- Deepak Nitrite Limited0.33%
- Oberoi Realty Limited0.33%
- Petronet LNG Limited0.33%
- One Communications Limited0.32%
- Prestige Estates Projects Limited0.32%
- Mahindra & Mahindra Financial Services Limited0.32%
- Solar Industries India Limited0.32%
- LIC Housing Finance Limited0.32%
- Dr Reddys Laboratories Limited0.31%
- JK Cement Limited0.31%
- Torrent Power Limited0.31%
- HDFC Life Insurance Company Limited0.30%
- Trent Limited0.30%
- Wipro Limited0.30%
- Bharat Electronics Limited0.29%
- Zomato Limited0.29%
- Apollo Tyres Limited0.29%
- Tata Consumer Products Limited0.29%
- IPCA Laboratories Limited0.29%
- Cipla Limited0.29%
- Patanjali Foods Limited0.29%
- Indian Bank0.29%
- Coromandel International Limited0.29%
- SBI Life Insurance Company Limited0.29%
- Indraprastha Gas Limited0.29%
- Gujarat Fluorochemicals Limited0.29%
- AIA Engineering Limited0.28%
- L&T Technology Services Limited0.28%
- Britannia Industries Limited0.28%
- Delhivery Ltd0.28%
- Avenue Supermarts Limited0.27%
- Bank of India0.27%
- Varun Beverages Limited0.26%
- L&T Finance Holdings Limited0.26%
- Sundram Fasteners Limited0.26%
- Navin Fluorine International Limited0.26%
- Oil India Limited0.26%
- Gland Pharma Limited0.26%
- Adani Green Energy Limited0.26%
- United Breweries Limited0.26%
- LTIMindtree Ltd0.26%
- Apollo Hospitals Enterprise Limited0.26%
- The Ramco Cements Limited0.25%
- Shriram Finance Ltd0.25%
- Schaeffler India Limited0.25%
- Aarti Industries Limited0.25%
- Eicher Motors Limited0.25%
- Indus Towers Limited0.25%
- Tata Power Company Limited0.25%
- Syngene International Limited0.25%
- Vodafone Idea Limited0.24%
- Poonawalla Fincorp Limited0.24%
- Carborundum Universal Limited0.24%
- Hero MotoCorp Limited0.24%
- Minda Industries Ltd0.24%
- Abbott India Limited0.23%
- Hindustan Aeronautics Limited0.23%
- Linde India Limited0.23%
- Thermax Limited0.23%
- Aditya Birla Capital Limited0.23%
- Cholamandalam Investment and Finance Company Limited0.23%
- Atul Limited0.22%
- Divi s Laboratories Limited0.22%
- Biocon Limited0.22%
- Piramal Enterprises Limited0.22%
- Emami Limited0.22%
- Indian Oil Corporation Limited0.21%
- Grindwell Norton Limted0.21%
- Kajaria Ceramics Limited0.21%
- TVS Motor Company Limited0.21%
- DLF Limited0.21%
- SKF India Limited0.21%
- Bata India Limited0.21%
- CRISIL Limited0.20%
- Motherson Sumi Wiring India Limited0.20%
- Rail Vikas Nigam Limited0.20%
- M India Limited0.20%
- TIMKEN INDIA LTD0.20%
- GAIL India Limited0.19%
- Escorts Kubota Limited0.19%
- Bank of Baroda0.19%
- Bharat Petroleum Corporation Limited0.19%
- Oracle Financial Services Software Limited0.19%
- Godrej Consumer Products Limited0.19%
- InterGlobe Aviation Limited0.19%
- Dr Lal Path Labs Limited0.18%
- Pidilite Industries Limited0.18%
- Info Edge India Limited0.18%
- Ajanta Pharmaceuticals Limited0.18%
- Ambuja Cements Limited0.17%
- Shree Cement Limited0.17%
- ICICI Lombard General Insurance Company Limited0.16%
- SRF Limited0.16%
- Siemens Limited0.16%
- Hindustan Zinc Limited0.16%
- Gujarat Gas Limited0.15%
- Mankind Pharma Ltd0.15%
- Vedanta Limited0.15%
- Bharat Dynamics Limited0.15%
- Havells India Limited0.15%
- GlaxoSmithKline Pharmaceuticals Limited0.15%
- Vedant Fashions Private Limited0.15%
- Colgate Palmolive India Limited0.15%
- Honeywell Automation India Limited0.15%
- Bajaj Holdings & Investments Limited0.15%
- General Insurance Corporation Of India0.15%
- Devyani International Limited0.15%
- Aditya Birla Fashion and Retail Limited0.14%
- Dabur India Limited0.14%
- United Spirits Limited0.14%
- ZF Commercial Vehicle Control Systems India Limited0.14%
- K P R Mill Limited0.14%
- Star Health & Allied Insurance Limited0.14%
- Adani Energy Solutions Limited0.14%
- Bayer Cropscience Limited0.14%
- Mazagon Dock Shipbuilders Limited0.13%
- Endurance Technologies Limited0.13%
- UPL Limited0.13%
- Kansai Nerolac Paints Limited0.13%
- Canara Bank0.13%
- Relaxo Footwears Limited0.13%
- Punjab National Bank0.13%
- Marico Limited0.13%
- PI Industries Litmited0.13%
- Pfizer Limited0.12%
- Jindal Steel & Power Limited0.12%
- Adani Gas Limited0.12%
- Indian Railway Catering & Tourism Corporation Limited0.12%
- Sun TV Network Limited0.12%
- ICICI Securities Limited0.11%
- ABB India Limited0.11%
- Samvardhana Motherson International Limited0.11%
- FERTILIZERS & CHEMICALS TRAVANCORE LIMIT0.10%
- The New India Assurance Company Limited0.10%
- SBI Cards & Payment Services Limited0.10%
- Sumitomo Chemical India Limited0.10%
- Rajesh Exports Limited0.10%
- Life Insurance Corp of India0.09%
- Torrent Pharmaceuticals Limited0.09%
- Godrej Industries Limited0.09%
- ICICI Prudential Life Insurance Company Limited0.09%
- Bank of Maharashtra0.09%
- Vinati Organics Limited0.09%
- Trident Limited0.09%
- Blue Dart Express Limited0.08%
- Whirlpool of India Limited0.08%
- Bosch Limited0.08%
- Zydus Lifesciences Limited0.08%
- Berger Paints I Limited0.08%
- Metro Brands Limited0.07%
- Muthoot Finance Limited0.07%
- Procter & Gamble Hygiene and Health Care Limited0.07%
- Adani Wilmar Limited0.02%
- Net Receivable Payable-2.46%
- Bank - Private15.10%
- IT - Software9.24%
- Refineries4.80%
- Finance - NBFC3.44%
- Bank - Public2.59%
- Chemicals2.53%
- Finance Term Lending2.44%
- Cigarettes/Tobacco1.82%
- Consumer Food1.66%
- Insurance1.33%
- Auto Ancillary1.22%
- Tyres & Allied1.17%
- Plastic Products1.01%
- Retailing1.00%
- Electric Equipment0.99%
- Paints0.89%
- Mining & Minerals0.85%
- Diamond & Jewellery0.78%
- e-Commerce0.76%
- Textile0.75%
- Fintech0.74%
- Cycles0.72%
- Metal - Non Ferrous0.71%
- Bearings0.66%
- Forgings0.62%
- Oil Exploration0.62%
- Diversified0.55%
- Diesel Engines0.52%
- Cable0.50%
- Logistics0.46%
- Finance - Others0.46%
- Abrasives0.45%
- Air Conditioners0.44%
- Finance - Investment0.41%
- Fertilizers0.39%
- Defence0.39%
- Courier Services0.36%
- Port0.34%
- Trading0.33%
- Finance - Housing0.32%
- Edible Oil0.31%
- Tea/Coffee0.29%
- Castings/Forgings0.28%
- Fasteners0.26%
- Business Support0.25%
- Ratings0.20%
- Automobiles-Tractors0.19%
- Airlines0.19%
- BPO/ITeS0.18%
- Ship Building0.13%
- Footwear0.13%
- Travel Services0.12%
- Miscellaneous0.11%
- Textile - Spinning0.09%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
SBI Long Term Equity Fund - Regular Plan - IDCW | ELSS | Very High | 30.53% |
NJ ELSS Tax Saver Scheme - Regular Plan - Growth | ELSS | Very High | 27.47% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 25.27% |
HDFC ELSS Tax saver - Growth | ELSS | Very High | 20.22% |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.93% |
Parag Parikh ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.22% |
IDBI Equity Advantage Fund - Regular Plan - Growth | ELSS | Very High | 14.99% |
Samco ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 12.30% |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 10.83% |
LIC MF ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 10.58% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 45.18% |
Quantum ELSS Tax Saver Fund - Growth - Direct Plan | ELSS | Very High | 42.03% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 40.08% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 39.16% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 35.48% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 32.59% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 31.85% |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 25.21% |
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth | ELSS | Very High | 24.41% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | -4.17% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 30.99% |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 22.02% |
Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.98% |
JM ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.80% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 18.05% |
ITI ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.93% |
Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay | ELSS | Very High | 17.19% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 16.76% |
Navi ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 16.07% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 15.77% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 31.85% |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 20.35% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.45% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.17% |
Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.35% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 16.82% |
Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay | ELSS | Very High | 16.36% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.97% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.07% |
Navi ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 12.47% |
Fund Managers
Mr. Kedarnath Mirajkar
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Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan
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Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan
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