Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund
This is the Direct plan of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund — bought from the fund house, with no distributor commission in its expense ratio. Income is retained in the fund, so it shows up as NAV rather than as a payout.
NAV history
Scorecard
Not ratedHow this is computed
Each verdict is computed from this fund's own metrics against its sub-category — the number behind it is shown, not a black-box rating. Not rated — this fund has no full year of NAV history yet. A rating needs at least a 1-year return to rank its performance against peers.
Not enough Index Funds peers to rank yet
Volatility 8.8% vs 12.3% category avg
0.8% expense vs 0.5% category avg
Not enough history for a rolling 3Y view
Strengths & concerns
Generated from this fund's own numbers against its sub-category — each point names the figure behind it.
Strengths
- Less volatile than its Index Funds peers (8.8% vs 12.3%)
Concerns
- Trails the Index Funds average on 1M/3M/6M
- High expense ratio (0.79%) vs the Index Funds average of 0.50%
Key Metrics
Scheme Info
DefinitionsPeriod returns (<1Y, absolute — not annualized)
DefinitionsAnnualized returns (≥1Y — CAGR)
DefinitionsAdvanced metrics — risk
Fund vs category average (Index Funds)
| Period | Fund | Category avg. | Diff |
|---|---|---|---|
| 1M abs | -4.43% | -3.92% | -0.51% |
| 3M abs | -4.44% | -3.17% | -1.27% |
| 6M abs | -2.58% | +5.93% | -8.51% |
| 1Y CAGR | — | -0.08% | — |
| 3Y CAGR | — | +9.25% | — |
| 5Y CAGR | — | +8.29% | — |
Category average across peers in Index Funds (376 of 381 carry a figure for at least one period), same plan and option, excluding this fund. Under-1-year figures are absolute; 1Y and beyond are annualised (CAGR).
Not sure what a figure means? The glossary explains every metric, and the methodology shows the formulas.
Backtest this fund
What a SIP or one-time investment would have grown to over this fund’s real NAV history.
5 monthly installments of ₹10,000 into Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund, valued at the latest NAV. XIRR annualizes for each installment’s timing.
Recent changes
Expense-ratio, fund-manager, exit-load and minimum-investment changes we've picked up in the last 30 days.
- Expense ratio down: 0.85% → 0.79%02 Oct 2026
Taxation
Taxed as debtThis is a debt / non-equity fund. Since April 2023 there is no long-term or indexation benefit — every rupee of gain is added to your income and taxed at your income-tax slab rate, whatever the holding period.
Your income-tax slab — no LTCG or indexation benefit
Pick your slab to see the rate that applies to you.
Applies to capital gains on redemption. Excludes IDCW/dividend tax, STT, surcharge and cess, and pre-2018 equity grandfathering. For research only — consult a tax advisor before filing.
Asset allocation
As on 31 Aug 2026 · AMC disclosure- Equity70.14%
- Debt29.09%
- Cash & Equivalents0.71%
AMC Profile
Zerodha Mutual Fund, which operates as Zerodha Fund House, is a joint venture between the broker Zerodha and smallcase. It launched its first schemes in 2023 and runs index funds and ETFs only — no active equity schemes.
Fund Managers
KMKedarnath MirajkarStart date not disclosed
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We don't hold this scheme's own Scheme Information Document. The managers shown are those named on it in this fund house's filings for its other schemes, so the list may be incomplete. Total AUM via AMFI.
Explore from here
Zerodha in the news
Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.
Mutual fund NFOs: 2 new funds will open for subscription this week. Check dates and key details
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Zerodha Fund House FY26: Revenue Up 79% YoY To ₹17 Cr, Loss Narrows
Inc42 · 26 Aug 2026
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Zerodha Mutual Fund files offer document for Nifty Next 100 ETF
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Returns and risk are computed from NAV history and may differ slightly from other portals due to methodology (rolling vs point-to-point, dividend treatment). For research only — not investment advice.
About Index funds & ETFs
Index funds and ETFs must keep at least 95% in the securities of the index they track, rather than trying to beat it. They charge far lower fees than active funds, and their return is the index's return minus that small cost and any tracking difference.
From the blog
Frequently asked questions
What is the NAV of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund?
As of 05 Oct 2026, the NAV of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund is ₹9.77 per unit. NAV (net asset value) is the fund's per-unit price, published once each business day.
What returns has Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund delivered?
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund has returned -2.58% per year since inception. Figures beyond one year are annualised (CAGR) and are computed from AMFI NAV history, so they may differ slightly from other portals.
What is the expense ratio of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund?
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund charges an expense ratio of 0.79% per year. This annual fee is already deducted from the NAV, so the returns you see are net of it.
What are the top holdings of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund?
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund's largest holdings are 6.94% GOI 11-May-2036 (29.1%), HDFC Bank Limited (2.8%), ICICI Bank Limited (2.7%), Reliance Industries Limited (2.2%) and Bharti Airtel Limited (1.4%). Holdings are disclosed monthly and change over time.
How risky is Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund?
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund is rated moderate on SEBI's risk-o-meter, its trailing-3Y volatility (annualised) is 8.8% and its worst peak-to-trough fall in our sample was -6.4%. Higher volatility means the NAV swings more; the drawdown shows how far it has fallen from a peak historically.
What is the benchmark of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund?
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund is benchmarked against the Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index - TRI. Its alpha and beta on this page are measured against that index.
Who manages Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund?
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund is managed by Kedarnath Mirajkar at Zerodha.
How is Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund taxed?
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund is a debt / non-equity fund. Since April 2023 there is no long-term or indexation benefit — capital gains are added to your income and taxed at your income-tax slab rate regardless of how long you held the units.