| Launch date | 20 Oct 2023 |
| Allotment date | 08 Nov 2023 |
| End date | 03 Nov 2023 |
| NAV | ₹10.00 |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
| Rank (total assets) | #50 in India |
|---|---|
| Total AUM | ₹9,989.12Cr |
| Date of Incorporation | 20 Dec 2021 |
|---|
Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Zerodha Mutual Fund. This scheme was made available to investors on 20 Dec 2021. Kedarnath Mirajkar is the Current Fund Manager of Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹9,989 Cr and the Latest NAV as of 12 Dec 2025 is ₹14.40. The Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. ;
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). ;
| Fund benchmark | NIFTY Large Midcap 250 Total Return Index |
|---|
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | 5 | 2.7% | 23.3% | 32,326.50 |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | 5 | 2.1% | 21.5% | 437.92 |
HDFC ELSS Tax Saver Fund Direct Plan Growth | 5 | 7.9% | 21.1% | 17,241.17 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 4.3% | 17.7% | 5,790.91 |
Quantum ELSS Tax Saver Fund Direct Growth | 4 | 1.1% | 17.2% | 226.78 |