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Zerodha Nifty 50 Index Fund - Direct Plan - Growth
TopFund Score: 74/100 · Good
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)0.27%
- AUM (15%)₹71 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Zerodha Mutual Fund · Equity · Large Cap
₹9.35
AUM: ₹71 Cr
NAV updated 7 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.27%
Exit Load
Nil
Fund Manager
Kedarnath Mirajkar
Inception
Oct 2025
Benchmark
NIFTY 50 Total Return Index
Sharpe Ratio
-1.18
Std Dev (1Y)
13.51%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.33%
3m
-2.87%
6m
-1.08%
1y
—
3y
—
5y
—
10y
—
since inception
-8.53%
TopFund's Take on Zerodha Nifty 50 Index Fund - Direct Plan - Growth
Zerodha Nifty 50 Index Fund - Direct Plan - Growth holds up reasonably well within the Large Cap category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 74/100.
Cost: At 0.27%, the expense ratio is meaningfully cheaper — about 55% below the Large Cap category average of 0.6% (based on 453 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.18 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.51% is fairly typical for Large Cap funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Zerodha Nifty 50 Index Fund - Direct Plan - Growth
The current NAV (Net Asset Value) of Zerodha Nifty 50 Index Fund - Direct Plan - Growth is ₹9.35. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of Zerodha Nifty 50 Index Fund - Direct Plan - Growth is 0.27% per annum. This is the annual fee charged by the fund to manage your investment.
Zerodha Nifty 50 Index Fund - Direct Plan - Growth is managed by Kedarnath Mirajkar at Zerodha Mutual Fund.
Zerodha Nifty 50 Index Fund - Direct Plan - Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Zerodha Nifty 50 Index Fund - Direct Plan - Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Zerodha Nifty 50 Index Fund - Direct Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Zerodha Nifty 50 Index Fund - Direct Plan - Growth is ₹71 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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