Question 1

Which funds are similar to Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth?

Accepted Answer

Funds similar to Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth in the Hybrid: Aggressive Hybrid category include SBI Equity Hybrid Fund Direct Plan-Growth, ICICI Prudential Equity & Debt Fund Direct-Growth, and HDFC Hybrid Equity Fund Direct Plan-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.

Question 2

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

Accepted Answer

The category rank of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth is shown in the Trailing Returns section above.

Question 3

How does Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth has an expense ratio of 0.90%. The peers SBI Equity Hybrid Fund Direct Plan-Growth has an expense ratio of 0.74% and ICICI Prudential Equity & Debt Fund Direct-Growth has 1.05%. 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.

Question 4

How does Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth has an AUM of ₹19.34 crore. The peers SBI Equity Hybrid Fund Direct Plan-Growth has an AUM of ₹85,633.5 crore and ICICI Prudential Equity & Debt Fund Direct-Growth has ₹51,480.5 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.

Question 5

Which fund has the best 3-year returns in the Hybrid: Aggressive Hybrid?

Accepted Answer

The top performing fund in the Hybrid: Aggressive Hybrid category on a 3-year basis is Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth with a CAGR of 20.06% as of 16 Jul 2026. Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

Question 6

How does Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

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 on the Performance tab.

Period	This Fund	Category Avg	Category Rank
1Y Return	—	1.99%	—
3Y Return	—	12.56%	—
5Y Return	—	11.68%	—
10Y Return	—	12.46%	—

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

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