Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (44389) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund-Direct (G)
Zerodha Asset Management Pvt Ltd
The investment objective of the scheme is to invest in stocks comprising the Nifty LargeMidcap 250 Index in the same proportion as in the index to achieve returns equivalent to the Total Return Index of Nifty LargeMidcap 250 Index (subject to tracking error), while offering deduction on such investment made in the scheme under Section 80C of the Income-tax Act, 1961. There can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Average Quality
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund-Direct (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Cost Efficiency
Fund management costs
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 0.33% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 5.67% |
| ICICI Bank Ltd | Banks | 3.89% |
| Reliance Industries Ltd | Refineries | 3.47% |
| Infosys Ltd | IT - Software | 2.00% |
| Bharti Airtel Ltd | Telecom-Service | 1.93% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 1.57% |
| ITC Ltd | Tobacco Products | 1.41% |
| BSE Ltd | Financial Services | 1.39% |
| Max Healthcare Institute Ltd | Healthcare | 1.31% |
| Tata Consultancy Services Ltd | IT - Software | 1.14% |
Sector Breakdown
Compare against Passive ELSS category average
Performance Summary
This comparison shows how the fund performs relative to the Passive ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Passive ELSS category
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund-Direct (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Navi ELSS Tax Saver Nifty 50 Index Fund-Dir (IDCW) | ₹15.45 | 1.22% | 12.53% | -1.23% |
| Navi ELSS Tax Saver Nifty 50 Index Fund-Dir (G) | ₹15.44 | 1.22% | 12.53% | -1.22% |
| Navi ELSS Tax Saver Nifty 50 Index Fund-Reg (IDCW) | ₹15.11 | 1.01% | 12.05% | -2.08% |
| Navi ELSS Tax Saver Nifty 50 Index Fund-Reg (G) | ₹15.05 | 1.01% | 12.05% | -2.08% |
| 360 ONE ELSS Tax Saver Nifty 50 Index Fund-Dir (G) | ₹14.43 | 1.20% | 12.40% | -1.24% |
| 360 ONE ELSS Tax Saver Nifty 50 Index Fund-Dir (IDCW) | ₹14.43 | 1.20% | 12.40% | -1.24% |
| 360 ONE ELSS Tax Saver Nifty 50 Index Fund-Reg (G) | ₹14.32 | 1.14% | 12.26% | -1.49% |
| 360 ONE ELSS Tax Saver Nifty 50 Index Fund-Reg (IDCW) | ₹14.32 | 1.14% | 12.26% | -1.49% |
Category Average Returns
Kedarnath Mirajkar
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.