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Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan - Growth Option
TopFund Score: 54/100 · Average
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)0.85%
- AUM (15%)₹13 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Zerodha Mutual Fund · Hybrid · Aggressive Hybrid
₹10.09
AUM: ₹13 Cr
NAV updated 6 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.85%
Exit Load
Nil
Fund Manager
Kedarnath Mirajkar
Inception
Apr 2026
Benchmark
Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index
Sharpe Ratio
-0.57
Std Dev (1Y)
8.6%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.24%
3m
-0.73%
6m
—
1y
—
3y
—
5y
—
10y
—
since inception
+0.66%
TopFund's Take on Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan - Growth Option
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan - Growth Option sits in the middle of the pack for Aggressive Hybrid funds. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 54/100.
Cost: At 0.85%, the expense ratio is roughly in line with the Aggressive Hybrid category average of 0.87% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.57 — 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 8.6% is on the lower side for a Aggressive Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. 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 LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan - Growth Option is ₹10.09. 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 LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan - Growth Option is 0.85% per annum. This is the annual fee charged by the fund to manage your investment.
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan - Growth Option is managed by Kedarnath Mirajkar at Zerodha Mutual Fund.
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan - Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan - Growth Option is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan - Growth Option 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 LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan - Growth Option is ₹13 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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