Edelweiss NIFTY Large Midcap 250 Index Fund vs Zerodha Life Cycle Fund 2031
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss NIFTY Large Midcap 250 Index Fund is an Index fund and Zerodha Life Cycle Fund 2031 is a mutual fund. Edelweiss NIFTY Large Midcap 250 Index Fund charges 0.37% a year and Zerodha Life Cycle Fund 2031 2.98% (Direct plans). Their portfolios overlap 49.8%: they hold 241 of the same securities.
Edelweiss NIFTY Large Midcap 250 Index Fund
Index
- Expense ratio
- 0.37%
- NAV
- ₹16.25
Which is better, Edelweiss NIFTY Large Midcap 250 Index or Zerodha Life Cycle Fund 2031? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss NIFTY Large Midcap 250 Index costs less: 0.37% a year against 2.98% (Direct plans).
- Zerodha Life Cycle Fund 2031 fell less in its worst fall since 18-09-2026: −4.4% against −7.5%.
- Edelweiss NIFTY Large Midcap 250 Index holds more in large companies: 51.9% of the fund in large caps against 34.8%.
- Edelweiss NIFTY Large Midcap 250 Index is the larger fund: ₹332 Cr against ₹10 Cr.
- Their portfolios overlap 49.8%: 241 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Edelweiss NIFTY Large Midcap 250 Index Fund | Zerodha Life Cycle Fund 2031 |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Zerodha Mutual Fund |
| Category | Index | Not available |
| AUM | ₹332 Cr (30-09-2026) | ₹10 Cr (30-09-2026) |
| NAV | ₹16.25 (Direct) | ₹9.74 (Direct) |
| Expense ratio (Direct) | 0.37% | 2.98% |
| Expense ratio (Regular) | 1.08% | Not available |
| Riskometer | Very High | High |
| Benchmark | Nifty LargeMidcap 250 TRI | 55% CRISIL 10 year Gilt Index + 35% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical |
| Launch date | 01-12-2021 | 16-09-2026 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | Not available |
| Fund managers | Bhavesh Jain, Manasi Jalgaonkar | Kedarnath Mirajkar |
| Exit load | Nil | Nil |
Edelweiss NIFTY Large Midcap 250 Index vs Zerodha Life Cycle Fund 2031: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | −1.34% | −6.96% | −3.56% | −6.79% | +11.15% | -- | -- |
| Zerodha Life Cycle Fund 2031 (Direct) | −1.18% | -- | -- | -- | -- | -- | -- |
Edelweiss NIFTY Large Midcap 250 Index vs Zerodha Life Cycle Fund 2031: Year-wise Returns
| Year | Edelweiss NIFTY Large Midcap 250 IndexEdelweiss NIFTY Large Midcap 250 Index | Zerodha Life Cycle Fund 2031Zerodha Life Cycle Fund 2031 |
|---|---|---|
| 2026to date | −7.38% | -- |
| 2025 | +7.89% | -- |
| 2024 | +18.30% | -- |
| 2023 | +32.04% | -- |
| 2022 | +4.04% | -- |
Edelweiss NIFTY Large Midcap 250 Index vs Zerodha Life Cycle Fund 2031: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of Edelweiss NIFTY Large Midcap 250 Index Fund
Edelweiss NIFTY Large Midcap 250 Index vs Zerodha Life Cycle Fund 2031: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | Zerodha Life Cycle Fund 2031 (Direct) |
|---|---|---|
| Return (CAGR) | +10.56% | −25.51% |
| Standard deviation | 14.70% | 7.90% |
| Sharpe ratio | 0.32 | -3.93 |
| Sortino ratio | 0.43 | -4.33 |
| Maximum drawdown | −18.9% (28-02-2025) | −4.4% (23-10-2026) |
| Beta | 1.00 | -- |
| Alpha | −0.41% | -- |
From daily NAVs, 03-12-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)
Zerodha Life Cycle Fund 2031 (Direct)
NIFTY LargeMidcap 250 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | −7.5% | 23-09-2026 | 23-10-2026 | Not yet | -- | −5.4% |
| Zerodha Life Cycle Fund 2031 (Direct) | −4.4% | 23-09-2026 | 23-10-2026 | Not yet | -- | −3.5% |
| NIFTY LargeMidcap 250 TRI | −7.4% | 23-09-2026 | 23-10-2026 | Not yet | -- | −5.4% |
From daily values since 18-09-2026, the first day every fund has.
Edelweiss NIFTY Large Midcap 250 Index vs Zerodha Life Cycle Fund 2031: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss NIFTY Large Midcap 250 Index Fund, September 2026; Zerodha Life Cycle Fund 2031, September 2026
Holdings in common
- Overlap
- 49.8%
- Held by both
- 241
- Only in Edelweiss NIFTY Large Midcap 250 Index
- 9
- Only in Zerodha Life Cycle Fund 2031
- 12
| Security | % of Edelweiss NIFTY Large Midcap 250 Index | % of Zerodha Life Cycle Fund 2031 |
|---|---|---|
| Bharti Airtel Ltd. | 2.07% | 5.05% |
| HDFC Bank Ltd. | 4.21% | 2.02% |
| ICICI Bank Ltd. | 3.67% | 1.76% |
| Reliance Industries Ltd. | 3.07% | 1.49% |
| Infosys Ltd. | 1.36% | 3.74% |
| Bajaj Finance Ltd. | 1.01% | 2.58% |
| The Federal Bank Ltd. | 0.96% | 4.34% |
| Larsen & Toubro Ltd. | 1.70% | 0.82% |
| State Bank of India | 1.54% | 0.74% |
| IndusInd Bank Ltd. | 0.73% | 4.04% |
| Axis Bank Ltd. | 1.37% | 0.65% |
| Kotak Mahindra Bank Ltd. | 1.19% | 0.57% |
| Multi Commodity Exchange Of India Ltd. | 1.03% | 0.51% |
| BSE Ltd. | 0.50% | 0.77% |
| Mahindra & Mahindra Ltd. | 1.02% | 0.49% |
| ITC Ltd. | 0.98% | 0.47% |
| Laurus Labs Ltd. | 0.95% | 0.47% |
| Eternal Ltd. | 0.90% | 0.43% |
| One 97 Communications Ltd. | 0.89% | 0.43% |
| Hero MotoCorp Ltd. | 0.83% | 0.41% |
| Tata Consultancy Services Ltd. | 0.81% | 0.39% |
| Coforge Ltd. | 0.75% | 0.37% |
| Bharat Heavy Electricals Ltd. | 0.74% | 0.37% |
| Sun Pharmaceutical Industries Ltd. | 0.75% | 0.36% |
| Titan Company Ltd. | 0.73% | 0.35% |
| AU Small Finance Bank Ltd. | 0.72% | 0.35% |
| Persistent Systems Ltd. | 0.70% | 0.35% |
| Dixon Technologies (India) Ltd. | 0.67% | 0.33% |
| IDFC First Bank Ltd. | 0.66% | 0.33% |
| Bharat Forge Ltd. | 0.66% | 0.31% |
| Hindustan Unilever Ltd. | 0.65% | 0.31% |
| GE Vernova T&D India Limited | 0.64% | 0.31% |
| Life Insurance Corporation of India | 0.62% | 0.31% |
| Lupin Ltd. | 0.61% | 0.30% |
| Suzlon Energy Ltd. | 0.59% | 0.29% |
| Indus Towers Ltd. | 0.59% | 0.29% |
| Maruti Suzuki India Ltd. | 0.60% | 0.28% |
| Tata Steel Ltd. | 0.59% | 0.28% |
| NTPC Ltd. | 0.59% | 0.28% |
| Info Edge (India) Ltd. | 0.58% | 0.28% |
| Aurobindo Pharma Ltd. | 0.57% | 0.28% |
| Ashok Leyland Ltd. | 0.54% | 0.27% |
| FSN E-Commerce Ventures Ltd. | 0.54% | 0.27% |
| Bharat Electronics Ltd. | 0.54% | 0.26% |
| Shriram Finance Ltd. | 0.53% | 0.26% |
| Adani Ports & Special Economic Zone Ltd. | 0.55% | 0.25% |
| Hindalco Industries Ltd. | 0.53% | 0.25% |
| Marico Ltd. | 0.51% | 0.25% |
| HCL Technologies Ltd. | 0.50% | 0.24% |
| Fortis Healthcare Ltd. | 0.49% | 0.24% |
| APL Apollo Tubes Ltd. | 0.49% | 0.24% |
| ICICI Lombard General Insurance Co. Ltd. | 0.48% | 0.24% |
| Ultratech Cement Ltd. | 0.50% | 0.23% |
| JSW Steel Ltd. | 0.47% | 0.22% |
| Swiggy Ltd. | 0.46% | 0.22% |
| Divi's Laboratories Ltd. | 0.46% | 0.22% |
| PB Fintech Ltd. | 0.46% | 0.22% |
| Power Grid Corporation of India Ltd. | 0.46% | 0.22% |
| Bajaj Auto Ltd. | 0.46% | 0.22% |
| Max Financial Services Ltd. | 0.45% | 0.22% |
| Yes Bank Ltd. | 0.45% | 0.22% |
| The Phoenix Mills Ltd. | 0.44% | 0.22% |
| SRF Ltd. | 0.44% | 0.22% |
| Grasim Industries Ltd. | 0.45% | 0.21% |
| InterGlobe Aviation Ltd. | 0.44% | 0.21% |
| Glenmark Pharmaceuticals Ltd. | 0.43% | 0.21% |
| Radico Khaitan Ltd. | 0.42% | 0.21% |
| Hindustan Petroleum Corporation Ltd. | 0.41% | 0.21% |
| GMR Airports Ltd. | 0.41% | 0.21% |
| Asian Paints Ltd. | 0.42% | 0.20% |
| LIC Housing Finance Ltd. | 0.20% | 1.64% |
| Aditya Birla Capital Ltd. | 0.40% | 0.19% |
| Coal India Ltd. | 0.39% | 0.19% |
| Bajaj Finserv Ltd. | 0.39% | 0.19% |
| National Aluminium Company Ltd. | 0.38% | 0.19% |
| Eicher Motors Ltd. | 0.38% | 0.18% |
| Alkem Laboratories Ltd. | 0.38% | 0.18% |
| JSW Energy Ltd. | 0.37% | 0.18% |
| TVS Motor Company Ltd. | 0.37% | 0.18% |
| UPL Ltd. | 0.37% | 0.18% |
| Sundaram Finance Ltd. | 0.37% | 0.18% |
| Tech Mahindra Ltd. | 0.37% | 0.18% |
| Apar Industries Ltd. | 0.40% | 0.17% |
| Nestle India Ltd. | 0.36% | 0.17% |
| Vishal Mega Mart Ltd | 0.35% | 0.17% |
| Mphasis Ltd. | 0.35% | 0.17% |
| Indian Bank | 0.35% | 0.17% |
| Mankind Pharma Ltd. | 0.35% | 0.17% |
| NHPC Ltd. | 0.34% | 0.17% |
| Adani Enterprises Ltd. | 0.38% | 0.16% |
| Hindustan Aeronautics Ltd. | 0.34% | 0.16% |
| Tata Motors Ltd. | 0.34% | 0.16% |
| Oil & Natural Gas Corporation Ltd. | 0.34% | 0.16% |
| Trent Ltd. | 0.34% | 0.16% |
| KEI Industries Ltd. | 0.34% | 0.16% |
| 360 One Wam Ltd. | 0.33% | 0.16% |
| IPCA Laboratories Ltd. | 0.33% | 0.16% |
| Adani Power Ltd. | 0.33% | 0.16% |
| Steel Authority of India Ltd. | 0.32% | 0.16% |
| Biocon Ltd. | 0.32% | 0.16% |
| NMDC Ltd. | 0.32% | 0.16% |
| Havells India Ltd. | 0.31% | 0.16% |
| Polycab India Ltd. | 0.16% | 0.26% |
| Apollo Hospitals Enterprise Ltd. | 0.33% | 0.15% |
| Lloyds Metals And Energy Ltd. | 0.32% | 0.15% |
| Prestige Estates Projects Ltd. | 0.31% | 0.15% |
| Tube Investments Of India Ltd. | 0.31% | 0.15% |
| Voltas Ltd. | 0.30% | 0.15% |
| Oil India Ltd. | 0.30% | 0.15% |
| Hitachi Energy India Ltd. | 0.15% | 0.21% |
| Lenskart Solutions Ltd. | 0.61% | 0.14% |
| Oracle Financial Services Software Ltd. | 0.31% | 0.14% |
| SBI Life Insurance Company Ltd. | 0.30% | 0.14% |
| Cipla Ltd. | 0.29% | 0.14% |
| Dr. Reddy's Laboratories Ltd. | 0.29% | 0.14% |
| Jindal Stainless Ltd. | 0.29% | 0.14% |
| Torrent Power Ltd. | 0.29% | 0.14% |
| Dabur India Ltd. | 0.28% | 0.14% |
| Colgate Palmolive (India) Ltd. | 0.28% | 0.14% |
| Waaree Energies Ltd. | 0.28% | 0.14% |
| L&T Finance Ltd. | 0.28% | 0.14% |
| Vodafone Idea Ltd. | 0.14% | 0.22% |
| Jio Financial Services Ltd. | 0.28% | 0.13% |
| Samvardhana Motherson International Ltd. | 0.28% | 0.13% |
| Max Healthcare Institute Ltd. | 0.27% | 0.13% |
| Cholamandalam Investment & Finance Company Ltd. | 0.27% | 0.13% |
| Supreme Industries Ltd. | 0.27% | 0.13% |
| Godrej Properties Ltd. | 0.27% | 0.13% |
| Torrent Pharmaceuticals Ltd. | 0.27% | 0.13% |
| Coromandel International Ltd. | 0.26% | 0.13% |
| Kalyan Jewellers India Ltd. | 0.26% | 0.13% |
| Petronet LNG Ltd. | 0.26% | 0.13% |
| UNO Minda Ltd. | 0.26% | 0.13% |
| Mahindra & Mahindra Financial Services Ltd | 0.26% | 0.13% |
| JK Cement Ltd. | 0.26% | 0.13% |
| JSW Infrastructure Ltd. | 0.26% | 0.13% |
| Oberoi Realty Ltd. | 0.25% | 0.13% |
| The Indian Hotels Company Ltd. | 0.78% | 0.12% |
| MRF Ltd. | 0.31% | 0.12% |
| Cummins India Ltd. | 0.25% | 0.12% |
| Tata Communications Ltd. | 0.24% | 0.12% |
| Nippon Life India Asset Management Ltd. | 0.24% | 0.12% |
| Blue Star Ltd. | 0.24% | 0.12% |
| Page Industries Ltd. | 0.28% | 0.11% |
| Bharat Petroleum Corporation Ltd. | 0.24% | 0.11% |
| Tata Consumer Products Ltd. | 0.24% | 0.11% |
| Avenue Supermarts Ltd. | 0.24% | 0.11% |
| CG Power and Industrial Solutions Ltd. | 0.23% | 0.11% |
| Gujarat Fluorochemicals Ltd. | 0.23% | 0.11% |
| Tata Motors Passenger Vehicles Ltd. | 0.23% | 0.11% |
| VARUN BEVERAGES LIMITED | 0.23% | 0.11% |
| Tata Power Company Ltd. | 0.23% | 0.11% |
| Exide Industries Ltd. | 0.23% | 0.11% |
| ITC Hotels Ltd. | 0.23% | 0.11% |
| PI Industries Ltd. | 0.23% | 0.11% |
| LG Electronics India Ltd. | 0.22% | 0.11% |
| ICICI Prudential Life Insurance Co Ltd. | 0.22% | 0.11% |
| Jubilant Foodworks Ltd. | 0.22% | 0.11% |
| Britannia Industries Ltd. | 0.22% | 0.10% |
| HDFC Life Insurance Company Ltd. | 0.22% | 0.10% |
| Astral Ltd. | 0.21% | 0.10% |
| SBI Cards & Payment Services Ltd. | 0.21% | 0.10% |
| Balkrishna Industries Ltd. | 0.21% | 0.10% |
| Adani Total Gas Ltd. | 0.20% | 0.10% |
| Bank of Maharashtra | 0.20% | 0.10% |
| Bank of India | 0.19% | 0.10% |
| Billionbrains Garage Ventures Ltd. | 0.33% | 0.09% |
| ICICI Prudential Asset Mgmt Co Ltd. | 0.23% | 0.09% |
| Ajanta Pharma Ltd. | 0.20% | 0.09% |
| Indian Oil Corporation Ltd. | 0.20% | 0.09% |
| Container Corporation Of India Ltd. | 0.19% | 0.09% |
| Motilal Oswal Financial Services Ltd. | 0.19% | 0.09% |
| Schaeffler India Ltd. | 0.19% | 0.09% |
| GAIL (India) Ltd. | 0.18% | 0.09% |
| Power Finance Corporation Ltd. | 0.18% | 0.09% |
| Authum Investment & Infrastructure Ltd. | 0.18% | 0.09% |
| AIA Engineering Ltd. | 0.18% | 0.09% |
| Solar Industries India Ltd. | 0.19% | 0.08% |
| Bajaj Holdings & Investment Ltd. | 0.18% | 0.08% |
| HDFC Asset Management Company Ltd. | 0.18% | 0.08% |
| Vedanta Ltd. | 0.18% | 0.08% |
| Pidilite Industries Ltd. | 0.18% | 0.08% |
| Bank of Baroda | 0.17% | 0.08% |
| Wipro Ltd. | 0.17% | 0.08% |
| DLF Ltd. | 0.17% | 0.08% |
| Indian Railway Catering &Tou. Corp. Ltd. | 0.17% | 0.08% |
| Abbott India Ltd. | 0.17% | 0.08% |
| Adani Green Energy Ltd. | 0.17% | 0.08% |
| Adani Energy Solutions Ltd. | 0.17% | 0.08% |
| Dalmia Bharat Ltd. | 0.16% | 0.08% |
| Thermax Ltd. | 0.16% | 0.08% |
| Berger Paints (I) Ltd. | 0.16% | 0.08% |
| Linde India Ltd. | 0.16% | 0.08% |
| General Insurance Corporation of India | 0.16% | 0.08% |
| Jindal Steel Ltd. | 0.16% | 0.08% |
| HDB Financial Services Ltd. | 0.16% | 0.08% |
| Patanjali Foods Ltd. | 0.15% | 0.08% |
| United Spirits Ltd. | 0.50% | 0.07% |
| REC Ltd. | 0.47% | 0.07% |
| Canara Bank | 0.16% | 0.07% |
| Cochin Shipyard Ltd. | 0.16% | 0.07% |
| Punjab National Bank | 0.15% | 0.07% |
| LTM Ltd. | 0.15% | 0.07% |
| Global Health Ltd. | 0.15% | 0.07% |
| K.P.R. Mill Ltd. | 0.15% | 0.07% |
| ABB India Ltd. | 0.14% | 0.07% |
| GlaxoSmithKline Pharmaceuticals Ltd. | 0.14% | 0.07% |
| Rail Vikas Nigam Ltd. | 0.14% | 0.07% |
| Bharti Hexacom Ltd. | 0.13% | 0.07% |
| Lodha Developers Ltd. | 0.42% | 0.06% |
| Premier Energies Ltd. | 0.16% | 0.06% |
| Siemens Ltd. | 0.13% | 0.06% |
| Crisil Ltd. | 0.13% | 0.06% |
| Godrej Consumer Products Ltd. | 0.13% | 0.06% |
| Bharat Dynamics Ltd. | 0.13% | 0.06% |
| Union Bank of India | 0.13% | 0.06% |
| NLC India Ltd. | 0.12% | 0.06% |
| Bajaj Housing Finance Ltd. | 0.11% | 0.06% |
| Endurance Technologies Ltd. | 0.11% | 0.06% |
| Bosch Ltd. | 0.16% | 0.05% |
| Zydus Lifesciences Ltd. | 0.11% | 0.05% |
| L&T Technology Services Ltd. | 0.11% | 0.05% |
| Escorts Kubota Ltd. | 0.11% | 0.05% |
| Anthem Biosciences Ltd. | 0.11% | 0.05% |
| NTPC Green Energy Ltd. | 0.11% | 0.05% |
| Hyundai Motor India Ltd. | 0.11% | 0.05% |
| Siemens Energy India Ltd. | 0.11% | 0.05% |
| Indian Renewable Energy Dev Agency Ltd. | 0.11% | 0.05% |
| Hindustan Zinc Ltd. | 0.11% | 0.05% |
| Muthoot Finance Ltd. | 0.11% | 0.05% |
| Housing & Urban Development Corp Ltd. | 0.10% | 0.05% |
| Tata Investment Corporation Ltd. | 0.10% | 0.05% |
| United Breweries Ltd. | 0.10% | 0.05% |
| Godfrey Phillips India Ltd. | 0.09% | 0.05% |
| Shree Cement Ltd. | 0.37% | 0.04% |
| Ambuja Cements Ltd. | 0.09% | 0.04% |
| Hexaware Technologies Ltd. | 0.09% | 0.04% |
| Indian Railway Finance Corporation Ltd. | 0.07% | 0.03% |
| Tata Capital Ltd. | 0.07% | 0.03% |
| Godrej Industries Ltd. | 0.06% | 0.03% |
| Mazagon Dock Shipbuilders Ltd. | 0.06% | 0.03% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 49.8% means 49.8% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Edelweiss NIFTY Large Midcap 250 Index Fund
| Security | % of fund |
|---|---|
| EMBASSY OFFICE PARKS REIT | 0.47% |
| Piramal Finance Ltd. | 0.34% |
| Vedanta Aluminium Metal Ltd. | 0.27% |
| Meesho Ltd. | 0.25% |
| Hindustan Copper Ltd. | 0.23% |
Largest holdings only in Zerodha Life Cycle Fund 2031
| Security | % of fund |
|---|---|
| 6.36% GOI 16-Feb-2031 | 26.91% |
| Zerodha Gold ETF | 2.19% |
| Zerodha Silver ETF | 2.12% |
| Apollo Tyres Limited | 0.08% |
| Tata Elxsi Limited | 0.06% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss NIFTY Large Midcap 250 Index | Zerodha Life Cycle Fund 2031 |
|---|---|---|
| Equity | 99.4% | 65.8% |
| Debt | 0.0% | 26.9% |
| Cash and others | 0.6% | 7.3% |
Market cap of stocks
| Market cap | Edelweiss NIFTY Large Midcap 250 Index | Zerodha Life Cycle Fund 2031 |
|---|---|---|
| Large Cap | 51.9% | 34.8% |
| Mid Cap | 46.3% | 28.5% |
| Small Cap | 1.3% | 2.5% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Edelweiss NIFTY Large Midcap 250 Index | Zerodha Life Cycle Fund 2031 |
|---|---|---|
| Banks | 16.9% | 15.7% |
| Pharmaceuticals & Biotechnology | 6.7% | 3.3% |
| Finance | 6.5% | 6.5% |
| IT - Software | 5.6% | 5.9% |
| Telecom - Services | 3.2% | 5.8% |
| Retailing | 4.3% | 1.8% |
| Automobiles | 4.0% | 1.9% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss NIFTY Large Midcap 250 Index vs Zerodha Life Cycle Fund 2031: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss NIFTY Large Midcap 250 Index Fund | Zerodha Life Cycle Fund 2031 |
|---|---|---|
| Total expense ratio (Direct) | 0.37% | 2.98% |
| Base expense ratio (Direct) | 0.25% | 0.42% |
| Total expense ratio (Regular) | 1.08% | Not available |
| Base expense ratio (Regular) | 0.85% | 0.00% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
Edelweiss NIFTY Large Midcap 250 Index Fund vs Zerodha Life Cycle Fund 2031: Frequently Asked Questions
What is the difference between Edelweiss NIFTY Large Midcap 250 Index Fund and Zerodha Life Cycle Fund 2031?
Edelweiss NIFTY Large Midcap 250 Index Fund is an Index fund, Zerodha Life Cycle Fund 2031 is a mutual fund, run by Edelweiss Mutual Fund and Zerodha Mutual Fund. Their portfolios overlap 49.8%. Edelweiss NIFTY Large Midcap 250 Index Fund charges 0.37% a year and Zerodha Life Cycle Fund 2031 2.98%.
Which has the lower expense ratio, Edelweiss NIFTY Large Midcap 250 Index Fund or Zerodha Life Cycle Fund 2031?
Edelweiss NIFTY Large Midcap 250 Index Fund charges less: 0.37% a year against 2.98%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss NIFTY Large Midcap 250 Index Fund and Zerodha Life Cycle Fund 2031 overlap?
49.8%. They hold 241 of the same securities, the largest shared ones being BHARTIARTL, HDFCBANK, ICICIBANK. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss NIFTY Large Midcap 250 Index Fund or Zerodha Life Cycle Fund 2031?
On SEBI's riskometer, Edelweiss NIFTY Large Midcap 250 Index Fund is rated Very High and Zerodha Life Cycle Fund 2031 High. Over their common history, the standard deviation of daily returns was 14.70% and 7.90% a year.
Can I invest in both Edelweiss NIFTY Large Midcap 250 Index Fund and Zerodha Life Cycle Fund 2031?
Yes. 49.8% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Edelweiss NIFTY Large Midcap 250 Index Fund and Zerodha Life Cycle Fund 2031?
Edelweiss NIFTY Large Midcap 250 Index Fund: Bhavesh Jain, Manasi Jalgaonkar. Zerodha Life Cycle Fund 2031: Kedarnath Mirajkar.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.