mutual funds zerodha nifty largemidcap250 plus 813 yr gsec 7030 index fund

performance

Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth

Hybrid: Aggressive Hybrid - Growth (Open ended)

Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-GrowthNAV: 10.22 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Hybrid: Aggressive HybridBenchmark: Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index

NAV: ₹10.22-0.11%

16 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns

Trailing Returns

Point-to-point returns of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

0.0%

-7.2%

YTD

1.1%

1.6%

0.7%

1 M

1.3%

-5.7%

6 M

2.0%

-3.4%

1 Y

12.6%

8.2%

3 Y

11.7%

9.9%

5 Y

12.5%

12.3%

10 Y

Fund

Hybrid: Aggressive Hybrid

Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	-	1.14%	-	-	-	-	-	2.18%
Hybrid: Aggressive Hybrid	0.04%	1.59%	1.28%	1.99%	12.56%	11.68%	12.46%	-
Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index	-7.23%	0.66%	-5.72%	-3.42%	8.17%	9.90%	12.27%	-
Rank in category	-	35	-	-	-	-	-	-
Funds in category	41	43	41	41	39	39	24	-

Period Returns

Calendar-year, quarterly and monthly return history of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth?

The 1-year return for Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 3-year returns of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth?

The 3-year CAGR for Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 5-year returns of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth?

The 5-year CAGR for Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth is shown in the Trailing Returns section above.

What are the returns of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth since inception?

Since its launch on 22 Apr 2026, Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth has delivered a CAGR of 2.18%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth performed vs its category over the long term?

Category rank for Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.

What is the Sharpe ratio of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth?

The Sharpe ratio of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the alpha of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth?

The alpha of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth?

The beta of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth?

Rolling returns for Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth are shown in the Rolling Returns section above.

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Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

1.14%

2.18%

Hybrid: Aggressive Hybrid

0.04%

1.59%

1.28%

1.99%

12.56%

11.68%

12.46%

Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index

-7.23%

0.66%

-5.72%

-3.42%

8.17%

9.90%

12.27%

Rank in category

Funds in category