October 2, 2026
mayank
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 9.81 |
| NAV IDCW (Rs.) | — |
| Bonus NaV (Rs.) | — |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 1 |
| Benchmark |
Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30
|
| AUM Rs. | 13 Cr |
| (As on 31-Aug-2026) | |
| Expense | 0.30% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | -2.00% |
Suitable For Which Investors?
Aggressive Hybrid funds are suitable for investors:
1. Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5-8 year investment horizon
4. Who are new/unfamiliar with market’s ups and downs
Note:
• Invest only through SIP
• Being passively managed, the fund replicates the portfolio of its chosen benchmark index
Fund’s Investment Strategy:
The Scheme seeks to generate passive investment in securities replicating the composition of the Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index, subject to tracking error
Fund Manager:
1) Kedarnath Mirajkar
Education: Mr. Mirajkar has done PGDBM (Finance)
Experience: Prior to joining Zerodha Mutual Fund, he has worked with ABSL AMC, HDFC Bank as a Deupty Manager, Bombay Dyeing as a Finance Executive. He has over 10 years of experience in the Mutual Fund Industry.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 1 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund
| Fund House | Zerodha Mutual Fund |
| Launch Date | 20-Apr-26 |
| Return Since Launch | -2.00% |
| Benchmark | Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 13 Cr |
| (As on 31-Aug-2026) | |
| Base Expense Ratio | 0.30% |
| (As on 30-Sep-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 43.00% |
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Dir | — | -0.14 | -4.91 | -3.36 | — | — | — | — | — | — |
| Hybrid: Aggressive Hybrid | — | -0.06 | -4.16 | -1.63 | — | — | — | — | — | — |
| Rank within category | — | 33 | 43 | 43 | — | — | — | — | — | — |
| Number of funds in category | 44 | 49 | 49 | 47 | 44 | 44 | 41 | 41 | 38 | 27 |
Peer Comparison of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Dir | Unrated | — | — | — | 0.30 | 13 | -2.00 | — | 5M | 43.00 |
| ICICI Pru Aggressive Hybrid Active FoF Dir | Unrated | -0.73 | 12.62 | 12.51 | 0.33 | 9,431 | 14.46 | 1.00 (365) | 13Y 9M | 4.00 |
| SBI Aggressive Hybrid Dir | 4 out of 5 stars | 2.81 | 11.43 | 9.21 | 0.57 | 88,668 | 13.88 | 1.00 (365) | 13Y 9M | 25.00 |
| ICICI Pru Aggressive Hybrid Dir | 5 out of 5 stars | -0.47 | 12.25 | 13.49 | 0.78 | 52,454 | 16.06 | 1.00 (365) | 13Y 9M | 107.00 |
| Kotak Aggressive Hybrid Dir | 4 out of 5 stars | 1.69 | 11.89 | 11.40 | 0.45 | 9,335 | 13.36 | 1.00 (365) | 13Y 9M | 25.29 |
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Portfolio Analysis
| No. of Stocks | 250 |
| Top 10 Holdings | 43.63% |
| Top 5 Stocks | 38.18% |
| Top 3 Sectors | 38.49% |
| Portfolio P/B Ratio | 3.36 |
| Portfolio P/E Ratio | 21.23 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,75,054 | 1,82,085 |
| Large (%) | 53.20 | 61.00 |
| Mid (%) | 44.71 | 23.08 |
| Small (%) | 2.08 | 17.89 |
| Fund | Category | |
| Number of Securities | 251 | 97 |
| Macaulay Duration (yrs) | 6.97 | 3.23 |
| Average Maturity (yrs) | 9.53 | 5.8 |
| Yield to Maturity (%) | 6.65 | 7.01 |
| Avg Credit Rating | GOI/Cash | — |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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