What is the current price / NAV of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
The current NAV of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is ₹10.38, as of 13th August 2026.What are the top 5 sectoral holdings of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
The top sectors Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund has invested in are as follows:- G-Sec | 29.08%
- Private Banks | 9.90%
- Specialized Finance | 4.86%
- IT Services & Consulting | 4.65%
- Pharmaceuticals | 4.55%
What are the top 5 holdings of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
The top 5 holdings for Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund are as follows:- 6.94% GOI 11-May-2036 | 29.08%
- HDFC Bank Limited | 2.95%
- ICICI Bank Limited | 2.64%
- Reliance Industries Ltd | 2.27%
- Bharti Airtel Ltd | 1.54%
What is the asset allocation of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
The asset allocation for Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is as follows:- Equity | 69.84%
- Government Securities | 29.08%
- Cash & Equivalents | 1.08%
What is the AUM of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
The AUM (i.e. assets under management) of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is ₹19.34 Cr as of 13th August 2026.What is the expense ratio of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
The expense ratio of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Plan is 0.90 as of 13th August 2026.What is the alpha ratio of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
The alpha ratio for the Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is -0.85
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
The volatility or standard deviation for the Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is 9.15
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
The Sharpe ratio for the Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is 0.86
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
The Sortino Ratio for the Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is 0.09
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Direct Growth
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
HighStay alerted, risk is higher vs others
Cost
AvgMarket standard costs, nothing exciting
Composition
AvgAverage allocation strategy, nothing exciting
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Direct Growth
Growth
₹10.380.03% (+0.00)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
HighStay alerted, risk is higher vs others
Cost
AvgMarket standard costs, nothing exciting
Composition
AvgAverage allocation strategy, nothing exciting
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Performance & Key Metrics
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.90 | — | 0.86 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.30 | — | 2.30 |
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Scheme InfoZerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index - TRI |
About Index Funds - Debt Oriented
About Index Funds - Debt Oriented
-
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Peers
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Peers & Comparison
Comparing 3 mutual funds from
DebtIndex Funds - Debt Oriented
DebtIndex Funds - Debt Oriented
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund | — | — | — |
| ICICI Pru Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund | 6.04% | 7.58% | 6.12% |
| SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund | 6.00% | 7.25% | 6.22% |
| Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund | 5.95% | 7.26% | 5.96% |
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Returns Comparison
Compare Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund with any MF, ETF, stock or indexCompare Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund with any MF, ETF, stock or index
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
Hmm, looks like data is unavailable here. Please come back after some timeZerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Portfolio
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Asset Allocation
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Asset Allocation
Actual
Target
Jun 2026
Jul 2026
Jun 2026
Jul 2026
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Sector Distribution
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Sector Distribution
Jun 2026
Jul 2026
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Sector Weightage
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Sector Weightage
G-Sec
G-Sec as a % of total holdings for last six quarters
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Current Holdings
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
2.95 %
-0.14 %Holdings
2.64 %
0.28 %Holdings
2.27 %
-0.25 %
AMC Profile of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
AMC Profile of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
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
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
13
Total AUM
₹ 2,836.19 Cr.
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Manager Details
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Manager Details
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Manager Profile
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Manager Profile
Kedarnath Mirajkar
AUM: ₹2,836.19 Cr.
|
Exp: 15yrs
Qualification
PGDBM (Finance)
Past Experience
Data not available
Funds Managed (13)
Debt (3)
Growth
5.18%
5.18%
0.13%
0.13%
0.22%
0.22%
0.90%
0.90%
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Manager Performance (0)
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Manager Performance (0)
Debt: Index Funds - Debt Oriented
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Review & Opinions
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Review & Opinions
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