Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70 30 Index Fund-DirectPlan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is 694% GOI 11 MAY 2036 with a portfolio weight of 29.08% .
The fund currently owns more than 253 stocks.
The top 10 holdings account for 43.95% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.30% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
29.08%
|
||
| 2 | Finance - Banks - Private Sector |
2.95%
|
|
| 3 | Financials |
2.64%
|
|
| 4 | Energy |
2.27%
|
|
| 5 | Communication Services |
1.54%
|
|
| 6 | Financials |
1.26%
|
|
| 7 | Industrials |
1.19%
|
|
| 8 | Financials |
1.09%
|
|
| 9 | Information Technology |
1.02%
|
|
| 10 | Financials |
0.91%
|
|
| 11 | Non-Banking Financial Company (NBFC) |
0.79%
|
|
| 12 | Consumer Discretionary |
0.78%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70 30 Index Fund-DirectPlan is managed by ZERODHA .
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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