Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
1M
6M
All
NAV: 22 Oct 2024₹13.47
Min. SIP amount₹500
RatingNA
Fund size₹133.69Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Absolute returns
1M3M6MAll
Fund returns-1.8%1.5%17.3%38.9%
Category averageNANANANA
Rank with in categoryNA3224NA
Understand terms

Holdings (250)

NameSectorInstrumentAssets
FinancialEquity4.61%
EnergyEquity3.51%
FinancialEquity3.15%
TechnologyEquity2.37%
Consumer StaplesEquity1.69%
CommunicationEquity1.61%
TechnologyEquity1.53%
ConstructionEquity1.52%
Capital GoodsEquity1.35%
FinancialEquity1.23%
See All

Pros and cons

Category: Equity ELSS

Pros

Exit load is zero
Lower expense ratio: 0.27%

Cons

Lock-in period: 3Y

Expense ratio, exit load and tax

Expense ratio: 0.27%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

Address
153/154, 4th Cross, J.P Nagar 4th Phase,Opp. Clarence Public School, Bengaluru 560078
Phone
NA
Launch Date
20 Dec 2021
Zerodha Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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