Zerodha Nifty Large Midcap 250 Index Fund Direct Growth

Launch date20 Oct 2023
Allotment date08 Nov 2023
End date03 Nov 2023
NAV₹10.00

Expense ratio, exit load and tax

Expense ratio: 0.29%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

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Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund house & investment objective

Rank (total assets)#50 in India
Total AUM₹14,719.48Cr
Date of Incorporation20 Dec 2021

Zerodha 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 Nifty Large Midcap 250 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹14,719 Cr and the Latest NAV as of 31 Mar 2026 is ₹12.53. The Zerodha Nifty Large Midcap 250 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

Investment Objective

The scheme seeks to invest in stocks comprising the Nifty Large Midcap 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 benchmarkNIFTY Large Midcap 250 Total Return Index

Fund house contact details

Address
153/154, 4th Cross, J.P Nagar 4th Phase,Opp. Clarence Public School, Bengaluru 560078
Phone
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Launch Date
20 Dec 2021

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