Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund Overview
Category ELSS (Tax Saving) Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
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Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
Return data last Updated On :
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.84 2.81 -0.25 | 7.10 21 | 41
3M Return % -6.99 -5.77 -14.21 | 0.94 28 | 41
6M Return % 0.69 3.03 -11.68 | 15.66 29 | 41
1Y Return % 22.71 24.61 12.47 | 53.00 24 | 41
1Y SIP Return % -36.12 -33.38 -39.54 | -14.23 28 | 39
Return data last Updated On :
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
₹ 12000 ₹ ₹
₹ 36000 ₹ ₹
₹ 60000 ₹ ₹
₹ 84000 ₹ ₹
₹ 120000 ₹ ₹
₹ 180000 ₹ ₹


Date Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund NAV Regular Growth Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund NAV Direct Growth

Fund Launch Date: 08/Nov/2023
Fund Category: ELSS (Tax Saving) Fund
Investment Objective: 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 Description: An open-ended passive equity linked savings scheme with a statutory lock-in period of 3 years and tax benefit replicating/ tracking Nifty LargeMidcap 250 Index The Scheme is an Equity Linked Savings Scheme and intends to meet the requirements of any other notifications/ regulations that may be prescribed by the Government/ regulatory bodies from time to time.
Fund Benchmark: Nifty LargeMidcap 250 Index TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.