A tax saver index fund to invest in top 250 Indian companies This index fund follows the Nifty LargeMidcap 250 index, and invests your money equally between the top 100 large companies and the next 150 midcap companies. Read More This index fund follows the Nifty LargeMidcap 250 index, and invests your money equally between the top 100 large companies and the next 150 midcap companies. For example, if you invest ₹1000 in this index fund, ₹500 will mostly be allocated towards the top 100 largecap companies and remaining ₹500 will mostly be allocated towards the next 150 midcap companies. The fund also offers an add-on tax saving benefit. Investments made into the fund (upto ₹1,50,000) can be deducted from your taxable income under the section 80C of the Income-tax Act, 1961. Investing in this fund offers a simple & optimized way to invest passively in the Indian equity market while diversifying across various companies, sectors and market capitalizations. Midcap companies may offer better return potential compared to largecap companies, but may also be more volatile compared to the largecap companies. Therefore, by equally allocating your money between midcap and largecap companies, the fund aims to offer a good balance between risk & return for long term wealth creations. The fund might be suitable for someone who is looking for investing with a long term horizon in mind. You can choose to start investing with an investment amount as low as ₹500. Past Performance Tax Implication Investment period <= 3 year This tax-saver ELSS fund allows you to invest up to ₹1.5 lakhs every year to reduce the taxable income in the old tax regime and comes with a lock-in period of 3 years. Investment period > 3 year Gains/profits after a lockin of 3 years are treated as long-term capital gains and are tax-free upto ₹1.25 lakhs in a financial year. Gains above ₹1.25 Lakhs in a financial year are taxed at 12.5% (plus 4% cess and surcharge, if any). Please consult your tax advisor before investing in view of the individual nature of the implications. Returns & Tax Calculator Kedarnath Mirajkar Kedar has an experience of 19 years in financial markets, across multiple roles at Aditya Birla Sunlife AMC Ltd (ABSLAMC), including fund management for passive products, where he managed 13 ETFs and Index Funds in equity & commodity. Kedar's belief in his own words is - "Passive investing uses the collective intelligence of the market instead of manually picking stocks and works for most investors." Riskometer of the scheme Riskometer of the scheme Riskometer of the benchmark - Nifty LargeMidcap 250 Index TRI This product is suitable for investors who are seeking*: Long term capital growth Investment in securities covered by Nifty LargeMidcap 250 Index Investors should understand that their principal will be at Very High Risk *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. Zerodha Nifty LargeMidcap 250 Index Fund Zerodha Nifty Midcap 150 ETF Zerodha Nifty 100 ETF Frequently Asked Questions What is the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? The Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund tracks the Nifty LargeMidcap 250 Index TRI which intends to measure performance of both the large and mid-market capitalization companies in equal proportion. Additionally this fund qualifies for tax deductions under Section 80C of the Income Tax Act, 1961 What are the constituents of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?

The Zerodha ELSS Tax Saver Nifty largeMidcap 250 Index fund is a passive index fund which reflects the performance of a portfolio of 100 large cap and 150 mid cap companies listed on NSE. How will be the rebalance frequency of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? The portfolio of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index fund will be rebalanced within 7 calendar days post any change in the constituents of the Nifty LargeMidcap 250 index due to periodic review What is the minimum investment amount for the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? The minimum investment amount for investors looking to invest in the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index fund is ₹500. Is the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund suitable for me? The Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index fund is suitable for investors looking to avail tax deduction of up to Rs.1.5 lakh under Section 80C of Indian Income Tax Act, 1961 under the old tax regime. It can also be used to get a balanced exposure between large cap and mid cap segment of the Indian equity markets with an aim to create wealth in the long term. How long should I stay invested in the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? The Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index fund is suitable for investors who have a long term investment horizon in mind. Since this is an ELSS fund, it has a lock-in period of 3 years. How risky is it to invest in the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? The Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index fund invests primarily in equity and equity related instruments. Hence, it is a Very High Risk scheme. Mode of Investing How can I invest in the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? The Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index fund is available on Coin by Zerodha, smallcase, Groww, Kuvera, Paytm Money, IND Money, CAMS Online, MFU and MFC and other such platforms What are the different ways in which I can invest in the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? Investors can invest in the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index fund via both Lumpsum and SIPs. Cost and Tax Implications What is the Expense Ratio of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? The expense ratio of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is 0.25% as on Sep 18, 2026 What is the Exit Load of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? There is no exit load applicable on the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund What is the tax applicable on the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? 1. Considering the tax saving nature of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index fund, investments are locked in for a period of 3 years. Hence, investors will not be taxed before 3 years. 2. If the Investment period >= 3 year, Gains/profits are treated as long-term capital gains and are tax-free up to ₹1.25 lakh in a financial year. Gains above ₹1.25 lakh in a financial year are taxed at 12.5% (plus applicable surcharge and 4% cess). What is the NAV of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? The NAV of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is ₹14.0723 as on Sep 18, 2026 What is the Tracking Error of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? The Tracking Error of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is 0.04% as on Sep 18, 2026 What is the AUM of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? The AUM of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is ₹286.72Cr as on Sep 18, 2026 What is the lock-in period of the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund? There is a lock-in period of 3 years for the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund.