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Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.27 | 15.63 | 1.44 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 15.08 | 1.55 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 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
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund | 27.50% | — | 34.44% |
| Axis ELSS Tax Saver Fund | 26.57% | 9.60% | 18.06% |
| SBI Long Term Equity Fund | 39.37% | 25.86% | 17.70% |
| Mirae Asset ELSS Tax Saver Fund | 28.51% | 16.78% | 20.87% |
Price Comparison
Compare Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.65 %
Holdings
5.08 %
0.65 % - ICICI Bank Ltd3M change : 0.31 %
Holdings
3.42 %
0.31 % - Reliance Industries Ltd3M 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.
|
Exp: —
Qualification
Data not available
Past Experience
Data not available
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
(unrealised)
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%