Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for ELSS funds is 63.29% .
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 4.18% .
The fund currently owns more than 252 stocks.
The top 10 holdings account for 22.21% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.36% | -3.86% |
| 2 Year Return | N/A | 7.32% |
| 3 Year Return | N/A | 26.26% |
| 4 Year Return | N/A | 48.86% |
| 5 Year Return | N/A | 63.29% |
| 6 Year Return | N/A | 104.35% |
| 7 Year Return | N/A | 130.89% |
| Expense Ratio | 0.25% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
4.18%
|
|
| 2 | Financials |
3.75%
|
|
| 3 | Energy |
3.22%
|
|
| 4 | Communication Services |
2.19%
|
|
| 5 | Financials |
1.78%
|
|
| 6 | Industrials |
1.68%
|
|
| 7 | Financials |
1.55%
|
|
| 8 | Information Technology |
1.45%
|
|
| 9 | Financials |
1.29%
|
|
| 10 | Non-Banking Financial Company (NBFC) |
1.12%
|
|
| 11 | Consumer Discretionary |
1.11%
|
|
| 12 | Financials |
1.06%
|
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan is managed by ZERODHA and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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