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Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth

Equity: ELSS - Growth (Open ended)

Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-GrowthNAV: 14.40 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Equity: ELSSBenchmark: NIFTY Large Midcap 250 Total Return Index

NAV: ₹14.4-0.24%

16 Jul 2026

Similar Funds

Side-by-side comparison of Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+2.11%	-0.19%	12 / 40
3Y Return	—	13.28%	—
5Y Return	—	12.86%	—
10Y Return	—	14.37%	—

Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.

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Funds in Equity: ELSS

Top funds by AUM in the Equity: ELSS category — see how Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth compares on size and returns.

Axis ELSS Tax Saver Direct Plan-Growth

SBI ELSS Tax Saver Fund Direct-Growth

Mirae Asset ELSS Tax Saver Fund Direct-Growth

DSP ELSS Tax Saver Fund Direct Plan-Growth

HDFC ELSS Tax Saver Fund Direct Plan-Growth

Funds Tracking NIFTY Large Midcap 250 Total Return Index

Top funds tracking the NIFTY Large Midcap 250 Total Return Index — sorted by AUM to show the largest options available.

Mirae Asset Large & Midcap Fund Direct-Growth

SBI Large & Midcap Fund Direct Plan-Growth

Kotak Large & Midcap Fund Direct-Growth

ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth

HDFC Large and Mid Cap Fund Direct-Growth

Frequently Asked Questions

Which funds are similar to Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth?

Funds similar to Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth in the Equity: ELSS category include Axis ELSS Tax Saver Direct Plan-Growth, SBI ELSS Tax Saver Fund Direct-Growth, and Mirae Asset ELSS Tax Saver Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth in its category?

The category rank of Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth is shown in the Trailing Returns section above.

How does Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth's expense ratio compare to similar funds?

Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth has an expense ratio of 0.35%. The peers Axis ELSS Tax Saver Direct Plan-Growth has an expense ratio of 1.05% and SBI ELSS Tax Saver Fund Direct-Growth has 1.23%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth's AUM compare to similar funds?

Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth has an AUM of ₹279.83 crore. The peers Axis ELSS Tax Saver Direct Plan-Growth has an AUM of ₹31,869.3 crore and SBI ELSS Tax Saver Fund Direct-Growth has ₹31,839.3 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Which fund has the best 3-year returns in the Equity: ELSS?

The top performing fund in the Equity: ELSS category on a 3-year basis is Motilal Oswal ELSS Tax Saver Fund Direct-Growth with a CAGR of 22.58% as of 16 Jul 2026. Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

How does Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?

The Sharpe ratio of Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.