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OmniAsset › Mutual funds › Zerodha Nifty LargeMidcap 250 Index Fund

Zerodha Nifty LargeMidcap 250 Index Fund

Index Fund fund benchmarked to Nifty LargeMidcap 250 Index Fund. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202614.4
CategoryIndex Fund
PlanDirect · Growth
Launched20 Oct 2023
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty LargeMidcap 250 Index Fund
Expense ratiodirect plan, a year0.36%
AUM₹1,424 Cr
Growth of ₹10,000₹14,38510 Nov 2023 to 2 Sep 2026
₹14,707₹13,530₹12,353₹11,176₹10,000Nov 2023Jul 2024Apr 2025Dec 2025Sep 2026
₹14,385 (+13.8% a year) Zerodha Nifty LargeMidcap 250 Index Fund

Performance (trailing, annualised)

1Y annualised5.38%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,2425.03%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202418.50%
Calendar 20258.37%

Rolling returns

Rolling 1Y · average94 windows since 12 Nov 20247.48%
Rolling 1Y · median6.15%
Rolling 1Y · worst window-4.76%
Rolling 1Y · best window31.63%
Rolling 1Y · windows positive87%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)15.19%
Downside deviation (3Y)11.15%
Maximum drawdown-18.75%

Management

Fund managerMr. Kedarnath Mirajkar
Managing since20 Oct 2023

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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