Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan is ₹12.08.
It is better to invest in a fund with a longer track record as Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY LargeMidcap 250 - TRI returns, as Funds portfolio is significantly different.
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.25%
The process for redemption is
The AUM of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan is currently ₹70 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 23% of fund’s portfolio respectively.
Top three sectors of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and IT accounting for 46% of the total portfolio.
Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan Fund is Equity - ELSS.
Kedarnath Mirajkar manages the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan Fund.
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan current PE ratio is 42.33 and PB ratio is 7.89
The asset allocation of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan is Stocks : 100%, Debt : 0.12% and Gold : 0%
The minimum SIP amount for Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan is Nil