Zerodha Nifty LargeMidcap 250 Index Fund
发布时间:2026-09-18 | 浏览:1
A simple 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. 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 ₹100.
Past Performance
Tax Implication
Investment period <= 1 year
Gains/profits are treated as short-term capital gains & taxed at 20% (plus 4% cess and surcharge, if any).
Investment period > 1 year
Gains/profits 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.
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Frequently Asked Questions
What are the features of the Zerodha Nifty LargeMidcap 250 Index Fund?
The Zerodha 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.
If ₹1000 is invested in this index fund, ₹500 will be allocated towards the top 100 largecap companies and remaining ₹500 will be allocated towards the next 150 midcap companies.
What are the constituents of the Zerodha Nifty LargeMidcap 250 Index Fund?
The Zerodha Nifty largeMidcap 250 Index fund is a passively managed 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 Nifty LargeMidcap 250 Index Fund?
The portfolio of the Zerodha Nifty LargeMidcap 250 Index Fund will be rebalanced within 7 calendar days post any change in the constituents of the Nifty Large Midcap 250 index due to periodic review
What is the minimum investment amount for the Zerodha Nifty LargeMidcap 250 Index Fund?
The minimum investment amount for investors looking to invest in the Zerodha Nifty LargeMidcap 250 Index Fund is ₹100.
Is the Zerodha Nifty LargeMidcap 250 Index Fund suitable for me?
The Zerodha Nifty LargeMidcap 250 Index fund is an open ended passively managed scheme suitable for investors looking for 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 Nifty LargeMidcap 250 Index Fund?
The Zerodha Nifty LargeMidcap 250 Index fund is suitable for investors who have a long term investment horizon in mind.
How risky is it to invest in the Zerodha Nifty LargeMidcap 250 Index Fund?
The Zerodha 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 Nifty LargeMidcap 250 Index Fund?
The Zerodha 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 Nifty LargeMidcap 250 Index Fund?
Investors can invest in the Zerodha Nifty LargeMidcap 250 Index Fund via both Lumpsum and SIPs.
Cost and Tax Implications
What is the Expense Ratio of the Zerodha Nifty LargeMidcap 250 Index Fund?
The expense ratio of the Zerodha Nifty LargeMidcap 250 Index Fund is 0.25% as on Sep 18, 2026
What is the Exit Load of the Zerodha Nifty LargeMidcap 250 Index Fund?
There is no exit load applicable on the Zerodha Nifty LargeMidcap 250 Index Fund
What is the tax applicable on the Zerodha Nifty LargeMidcap 250 Index Fund?
Investors investing in the Zerodha Nifty LargeMidcap 250 Index Fund will be taxed only on the capital gains based on the holding period:
1. If the investment Period <= 1 year: Gains/profits are treated as short-term capital gains and taxed at 20% (plus applicable surcharge and 4% cess).
2. If the investment Period > 1 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 Nifty LargeMidcap 250 Index Fund?
The NAV of the Zerodha Nifty LargeMidcap 250 Index Fund is ₹14.0423 as on Sep 18, 2026
What is the Tracking Error of the Zerodha Nifty LargeMidcap 250 Index Fund?
The Tracking Error of the Zerodha Nifty LargeMidcap 250 Index Fund is 0.04% as on Sep 18, 2026
What is the AUM of the Zerodha Nifty LargeMidcap 250 Index Fund?
The AUM of the Zerodha Nifty LargeMidcap 250 Index Fund is ₹1,592.29Cr as on Sep 18, 2026
What is the lock-in period of the Zerodha Nifty LargeMidcap 250 Index Fund?
There is no lock-in period for the Zerodha Nifty LargeMidcap 250 Index Fund