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Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund

Growth
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 145 Cr
Very High RiskPrinciple investment will be at very high risk
13.360.37% (+0.05)

Price Chart

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Returns
0.00%
1M
6M
1Y
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Max
SIP
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1M
6M
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SIP

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EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 145 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.2715.591.10
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4315.081.18

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY LargeMidcap 250 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund21.11%29.31%
Axis ELSS Tax Saver Fund20.64%9.64%17.68%
SBI Long Term Equity Fund31.91%25.62%17.34%
Mirae Asset ELSS Tax Saver Fund21.38%16.34%20.32%

Price Comparison

Compare Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund with any MF, ETF, stock or index
Compare Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund with any MF, ETF, stock or index
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
RightsCash & EquivalentsEquity0.02%0.04%99.94%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Distribution

+49 moreOil & Gas - Refining & MarketingPharmaceuticalsSpecialized FinanceIT Services & ConsultingPrivate Banks60.93 %5.07 %5.22 %5.29 %9.83 %13.67 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 24N/A15.10%13.16%13.45%12.93%13.67%
Private Banks as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.65 %

    Holdings

    5.08 %

    0.65 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.31 %

    Holdings

    3.42 %

    0.31 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : -0.40 %

    Holdings

    3.27 %

    -0.40 %

AMC Profile

Zerodha AMC is the asset management arm of Zerodha known for its innovative and low-cost approach, Zerodha AMC offers a range of mutual fund products aimed at providing investors with efficient and transparent investment options. The company leverages technology to simplify investment processes, making it accessible to a broader audience and promoting financial inclusion

  • No.of Schemes

    3

  • Total AUM

    ₹ 867.51 Cr.

Fund Manager Profile

Kedarnath Mirajkar

AUM:  ₹867.51 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Qualification

Data not available

Past Experience

Data not available

Manager Performance (0)

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Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.

You make

(unrealised)

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