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

Zerodha Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70:30 Index Fund Direct Growth
Hybrid
Aggressive Hybrid
Very High Risk
Launch date01 Apr 2026
Allotment date20 Apr 2026
End date15 Apr 2026
NAV₹10.00
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
29 Apr 2026 - Present
0.36%
28 Apr 2026 - 29 Apr 2026
0.35%
27 Apr 2026 - 28 Apr 2026
0.36%
24 Apr 2026 - 27 Apr 2026
1.13%
23 Apr 2026 - 24 Apr 2026
0.73%
22 Apr 2026 - 23 Apr 2026
0.36%
Expense ratio, exit load and taxExpense ratio: 0.36%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implication--
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementKedarnath Mirajkar
Apr 2026 - Present
View details
Education
Mr. Mirajkar has done PGDBM (Finance)
Experience
Prior to joining Zerodha Mutual Fund, he has worked with ABSL AMC, HDFC Bank as a Deupty Manager, Bombay Dyeing as a Finance Executive. He has over 10 years of experience in the Mutual Fund Industry.
Also manages these schemes
Zerodha Nifty Large Midcap 250 Index Fund Direct Growth
Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct Growth
Zerodha Gold ETF Growth
Zerodha Nifty Midcap 150 ETF Growth
Zerodha Overnight Fund Direct Growth
Zerodha Gold ETF FoF Direct Growth
Zerodha Silver ETF FoF Direct Growth
Zerodha Multi Asset Passive FoF Direct Growth
Zerodha Nifty 50 Index Fund Direct Growth
Zerodha BSE SENSEX Index Fund Direct Growth
Zerodha Nifty Short Duration G Sec Index Fund Direct Growth
Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct Growth
Zerodha Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70:30 Index Fund Direct Growth
Fund house & investment objective
Zerodha Mutual Fund
Rank (total assets)#50 in India
Total AUM₹14,101.13Cr
Date of Incorporation20 Dec 2021
    Zerodha Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70:30 Index Fund Direct Growth is a Hybrid 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 LargeMidcap250 Plus 8 13 Yr G Sec 70:30 Index Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹14,101 Cr and     the Latest NAV as of 29 Apr 2026 is ₹9.99.  

    The Zerodha Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70:30 Index Fund Direct Growth is rated Very High risk.     Minimum SIP Investment is set to ₹100.     Minimum Lumpsum Investment is ₹100.     
  ;
Investment ObjectiveThe Scheme seeks to generate passive investment in securities replicating the composition of the Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index, subject to tracking error 
 
;
Fund benchmarkNifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index
Scheme Information Document(SID)
Fund house contact details
Address
153/154, 4th Cross, J.P Nagar 4th Phase,Opp. Clarence Public School, Bengaluru 560078
Phone
--
Launch Date
20 Dec 2021
E-mail
--
Website
www.zerodhafundhouse.com
Peer ComparisonHybrid, Aggressive Hybrid fundsRating1Y3YFund Size(Cr)
ICICI Prudential Equity & Debt Fund Direct Growth
5
6.4%18.6%46,700.42
JM Aggressive Hybrid Fund Direct Growth
4
1.0%18.5%651.98
Edelweiss Aggressive Hybrid Fund Direct Growth
5
5.5%17.2%3,308.91
Nippon India Aggressive Hybrid Fund Direct Growth
4
5.2%14.7%3,700.53
Franklin India Aggressive Hybrid Fund Direct Growth
4
1.6%14.4%2,163.53

Rank (total assets)	#50 in India
Total AUM	₹14,101.13Cr

Date of Incorporation	20 Dec 2021

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

Hybrid, Aggressive Hybrid funds	Rating	1Y	3Y	Fund Size(Cr)
ICICI Prudential Equity & Debt Fund Direct Growth	5	6.4%	18.6%	46,700.42
JM Aggressive Hybrid Fund Direct Growth	4	1.0%	18.5%	651.98
Edelweiss Aggressive Hybrid Fund Direct Growth	5	5.5%	17.2%	3,308.91
Nippon India Aggressive Hybrid Fund Direct Growth	4	5.2%	14.7%	3,700.53
Franklin India Aggressive Hybrid Fund Direct Growth	4	1.6%	14.4%	2,163.53