Edelweiss Nifty LargeMidcap 250 ETF vs Zerodha Life Cycle Fund 2036
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
Edelweiss Nifty LargeMidcap 250 ETF is an ETF fund and Zerodha Life Cycle Fund 2036 is a mutual fund. Edelweiss Nifty LargeMidcap 250 ETF charges 1.17% a year and Zerodha Life Cycle Fund 2036 1.02%. Their portfolios overlap 64.1%: they hold 241 of the same securities.
Edelweiss Nifty LargeMidcap 250 ETF
ETF
- Expense ratio
- 1.17%
- NAV
- ₹15.47
Which is better, Edelweiss Nifty LargeMidcap 250 ETF or Zerodha Life Cycle Fund 2036? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Zerodha Life Cycle Fund 2036 costs less: 1.02% a year against 1.17%.
- Zerodha Life Cycle Fund 2036 fell less in its worst fall since 13-07-2026: −8.8% against −10.8%.
- Edelweiss Nifty LargeMidcap 250 ETF holds more in large companies: 51.9% of the fund in large caps against 37.2%.
- Edelweiss Nifty LargeMidcap 250 ETF is the larger fund: ₹157 Cr against ₹21 Cr.
- Their portfolios overlap 64.1%: 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 LargeMidcap 250 ETF | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Zerodha Mutual Fund |
| Category | ETF | Not available |
| AUM | ₹157 Cr (30-09-2026) | ₹21 Cr (30-09-2026) |
| NAV | ₹15.47 | ₹9.41 (Direct) |
| Expense ratio (Direct) | Not available | 1.02% |
| Expense ratio (Regular) | Not available | Not available |
| Riskometer | Very High | Very High |
| Benchmark | Nifty LargeMidcap 250 TRI | 50% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical Silver + 40% CRISIL 10 year Gil |
| Launch date | 03-09-2025 | 10-07-2026 |
| Minimum investment | ₹25,00,00,000 | ₹100 |
| Lock in | None | Not available |
| Fund managers | Bhavesh Jain, Manasi Jalgaonkar | Kedarnath Mirajkar |
| Exit load | NIL | Nil |
Edelweiss Nifty LargeMidcap 250 ETF vs Zerodha Life Cycle Fund 2036: 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 LargeMidcap 250 ETF | −1.40% | −7.15% | −3.97% | −7.51% | -- | -- | -- |
| Zerodha Life Cycle Fund 2036 (Direct) | −2.14% | −5.76% | -- | -- | -- | -- | -- |
Edelweiss Nifty LargeMidcap 250 ETF vs Zerodha Life Cycle Fund 2036: Year-wise Returns
| Year | Edelweiss Nifty LargeMidcap 250 ETFEdelweiss Nifty LargeMidcap 250 ETF | Zerodha Life Cycle Fund 2036Zerodha Life Cycle Fund 2036 |
|---|---|---|
| 2026to date | −7.95% | -- |
Edelweiss Nifty LargeMidcap 250 ETF vs Zerodha Life Cycle Fund 2036: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of Edelweiss Nifty LargeMidcap 250 ETF
Edelweiss Nifty LargeMidcap 250 ETF vs Zerodha Life Cycle Fund 2036: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss Nifty LargeMidcap 250 ETF | Zerodha Life Cycle Fund 2036 (Direct) |
|---|---|---|
| Return (CAGR) | −2.89% | −18.09% |
| Standard deviation | 14.24% | 8.88% |
| Sharpe ratio | -0.57 | -2.63 |
| Sortino ratio | -0.77 | -3.09 |
| Maximum drawdown | −14.6% (31-03-2026) | −8.8% (23-10-2026) |
| Beta | 1.00 | -- |
| Alpha | −1.10% | -- |
From daily NAVs, 04-09-2025 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 LargeMidcap 250 ETF
Zerodha Life Cycle Fund 2036 (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 LargeMidcap 250 ETF | −10.8% | 03-08-2026 | 23-10-2026 | Not yet | -- | −8.9% |
| Zerodha Life Cycle Fund 2036 (Direct) | −8.8% | 25-08-2026 | 23-10-2026 | Not yet | -- | −7.6% |
| NIFTY LargeMidcap 250 TRI | −10.6% | 03-08-2026 | 23-10-2026 | Not yet | -- | −8.6% |
From daily values since 13-07-2026, the first day every fund has.
Edelweiss Nifty LargeMidcap 250 ETF vs Zerodha Life Cycle Fund 2036: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Nifty LargeMidcap 250 ETF, September 2026; Zerodha Life Cycle Fund 2036, September 2026
Holdings in common
- Overlap
- 64.1%
- Held by both
- 241
- Only in Edelweiss Nifty LargeMidcap 250 ETF
- 9
- Only in Zerodha Life Cycle Fund 2036
- 12
| Security | % of Edelweiss Nifty LargeMidcap 250 ETF | % of Zerodha Life Cycle Fund 2036 |
|---|---|---|
| HDFC Bank Ltd. | 4.21% | 4.24% |
| ICICI Bank Ltd. | 3.67% | 2.36% |
| Reliance Industries Ltd. | 3.07% | 1.98% |
| Axis Bank Ltd. | 1.37% | 2.36% |
| Bharti Airtel Ltd. | 2.07% | 1.32% |
| Larsen & Toubro Ltd. | 1.71% | 1.09% |
| State Bank of India | 1.54% | 0.98% |
| Infosys Ltd. | 1.36% | 0.88% |
| Kotak Mahindra Bank Ltd. | 1.19% | 0.76% |
| Multi Commodity Exchange Of India Ltd. | 1.03% | 0.69% |
| Mahindra & Mahindra Ltd. | 1.02% | 0.65% |
| Bajaj Finance Ltd. | 1.01% | 0.64% |
| The Federal Bank Ltd. | 0.96% | 0.64% |
| ITC Ltd. | 0.98% | 0.63% |
| Laurus Labs Ltd. | 0.95% | 0.63% |
| Eternal Ltd. | 0.90% | 0.58% |
| One 97 Communications Ltd. | 0.89% | 0.58% |
| Hero MotoCorp Ltd. | 0.83% | 0.55% |
| Tata Consultancy Services Ltd. | 0.81% | 0.52% |
| BSE Ltd. | 0.50% | 1.03% |
| Coforge Ltd. | 0.75% | 0.49% |
| Bharat Heavy Electricals Ltd. | 0.74% | 0.49% |
| Sun Pharmaceutical Industries Ltd. | 0.75% | 0.48% |
| IndusInd Bank Ltd. | 0.73% | 0.48% |
| Titan Company Ltd. | 0.73% | 0.47% |
| AU Small Finance Bank Ltd. | 0.72% | 0.47% |
| Persistent Systems Ltd. | 0.70% | 0.46% |
| Dixon Technologies (India) Ltd. | 0.67% | 0.45% |
| IDFC First Bank Ltd. | 0.66% | 0.44% |
| Bharat Forge Ltd. | 0.66% | 0.42% |
| GE Vernova T&D India Limited | 0.64% | 0.42% |
| Hindustan Unilever Ltd. | 0.65% | 0.41% |
| Life Insurance Corporation of India | 0.62% | 0.41% |
| Lupin Ltd. | 0.61% | 0.40% |
| Suzlon Energy Ltd. | 0.59% | 0.39% |
| Tata Steel Ltd. | 0.59% | 0.39% |
| Indus Towers Ltd. | 0.59% | 0.39% |
| NTPC Ltd. | 0.59% | 0.39% |
| Info Edge (India) Ltd. | 0.58% | 0.39% |
| Maruti Suzuki India Ltd. | 0.60% | 0.38% |
| Aurobindo Pharma Ltd. | 0.57% | 0.38% |
| Ashok Leyland Ltd. | 0.54% | 0.37% |
| FSN E-Commerce Ventures Ltd. | 0.54% | 0.36% |
| Bharat Electronics Ltd. | 0.54% | 0.35% |
| Hindalco Industries Ltd. | 0.53% | 0.34% |
| Shriram Finance Ltd. | 0.53% | 0.34% |
| Marico Ltd. | 0.51% | 0.34% |
| Fortis Healthcare Ltd. | 0.49% | 0.34% |
| ICICI Lombard General Insurance Co. Ltd. | 0.48% | 0.33% |
| Adani Ports & Special Economic Zone Ltd. | 0.55% | 0.32% |
| Ultratech Cement Ltd. | 0.50% | 0.32% |
| HCL Technologies Ltd. | 0.50% | 0.32% |
| APL Apollo Tubes Ltd. | 0.49% | 0.32% |
| Yes Bank Ltd. | 0.45% | 0.31% |
| PB Fintech Ltd. | 0.46% | 0.30% |
| Bajaj Auto Ltd. | 0.46% | 0.30% |
| Max Financial Services Ltd. | 0.45% | 0.30% |
| JSW Steel Ltd. | 0.47% | 0.29% |
| Swiggy Ltd. | 0.46% | 0.29% |
| Divi's Laboratories Ltd. | 0.46% | 0.29% |
| Power Grid Corporation of India Ltd. | 0.46% | 0.29% |
| The Phoenix Mills Ltd. | 0.44% | 0.29% |
| InterGlobe Aviation Ltd. | 0.44% | 0.29% |
| Grasim Industries Ltd. | 0.45% | 0.28% |
| SRF Ltd. | 0.44% | 0.28% |
| Glenmark Pharmaceuticals Ltd. | 0.43% | 0.28% |
| Radico Khaitan Ltd. | 0.42% | 0.27% |
| Hindustan Petroleum Corporation Ltd. | 0.41% | 0.27% |
| GMR Airports Ltd. | 0.41% | 0.27% |
| Asian Paints Ltd. | 0.42% | 0.26% |
| Coal India Ltd. | 0.39% | 0.26% |
| UPL Ltd. | 0.37% | 0.26% |
| Aditya Birla Capital Ltd. | 0.40% | 0.25% |
| Apar Industries Ltd. | 0.40% | 0.24% |
| Bajaj Finserv Ltd. | 0.39% | 0.24% |
| Eicher Motors Ltd. | 0.38% | 0.24% |
| National Aluminium Company Ltd. | 0.38% | 0.24% |
| Alkem Laboratories Ltd. | 0.38% | 0.24% |
| JSW Energy Ltd. | 0.37% | 0.24% |
| Sundaram Finance Ltd. | 0.37% | 0.24% |
| Nestle India Ltd. | 0.36% | 0.24% |
| Mphasis Ltd. | 0.35% | 0.24% |
| MRF Ltd. | 0.31% | 0.24% |
| Tech Mahindra Ltd. | 0.38% | 0.23% |
| TVS Motor Company Ltd. | 0.37% | 0.23% |
| Vishal Mega Mart Ltd | 0.35% | 0.23% |
| Mankind Pharma Ltd. | 0.35% | 0.23% |
| Hindustan Aeronautics Ltd. | 0.34% | 0.23% |
| KEI Industries Ltd. | 0.34% | 0.23% |
| Indian Bank | 0.35% | 0.22% |
| NHPC Ltd. | 0.34% | 0.22% |
| Tube Investments Of India Ltd. | 0.31% | 0.22% |
| Tata Motors Ltd. | 0.34% | 0.21% |
| Oil & Natural Gas Corporation Ltd. | 0.34% | 0.21% |
| Trent Ltd. | 0.34% | 0.21% |
| 360 One Wam Ltd. | 0.33% | 0.21% |
| IPCA Laboratories Ltd. | 0.33% | 0.21% |
| Adani Power Ltd. | 0.33% | 0.21% |
| Steel Authority of India Ltd. | 0.32% | 0.21% |
| Biocon Ltd. | 0.32% | 0.21% |
| NMDC Ltd. | 0.32% | 0.21% |
| Page Industries Ltd. | 0.28% | 0.21% |
| Adani Enterprises Ltd. | 0.38% | 0.20% |
| Apollo Hospitals Enterprise Ltd. | 0.33% | 0.20% |
| Lloyds Metals And Energy Ltd. | 0.32% | 0.20% |
| Havells India Ltd. | 0.31% | 0.20% |
| Prestige Estates Projects Ltd. | 0.31% | 0.20% |
| Oracle Financial Services Software Ltd. | 0.31% | 0.20% |
| Oil India Ltd. | 0.30% | 0.20% |
| SBI Life Insurance Company Ltd. | 0.30% | 0.19% |
| Voltas Ltd. | 0.30% | 0.19% |
| Dr. Reddy's Laboratories Ltd. | 0.29% | 0.19% |
| Jindal Stainless Ltd. | 0.29% | 0.19% |
| Colgate Palmolive (India) Ltd. | 0.29% | 0.19% |
| Torrent Power Ltd. | 0.29% | 0.19% |
| Lenskart Solutions Ltd. | 0.61% | 0.18% |
| Cipla Ltd. | 0.29% | 0.18% |
| Dabur India Ltd. | 0.28% | 0.18% |
| Waaree Energies Ltd. | 0.28% | 0.18% |
| L&T Finance Ltd. | 0.28% | 0.18% |
| Jio Financial Services Ltd. | 0.28% | 0.18% |
| Samvardhana Motherson International Ltd. | 0.28% | 0.18% |
| Supreme Industries Ltd. | 0.27% | 0.18% |
| Godrej Properties Ltd. | 0.27% | 0.18% |
| Petronet LNG Ltd. | 0.26% | 0.18% |
| UNO Minda Ltd. | 0.26% | 0.18% |
| JK Cement Ltd. | 0.26% | 0.18% |
| Max Healthcare Institute Ltd. | 0.27% | 0.17% |
| Cholamandalam Investment & Finance Company Ltd. | 0.27% | 0.17% |
| Torrent Pharmaceuticals Ltd. | 0.27% | 0.17% |
| Coromandel International Ltd. | 0.26% | 0.17% |
| Kalyan Jewellers India Ltd. | 0.26% | 0.17% |
| Mahindra & Mahindra Financial Services Ltd | 0.26% | 0.17% |
| JSW Infrastructure Ltd. | 0.26% | 0.17% |
| Oberoi Realty Ltd. | 0.25% | 0.17% |
| The Indian Hotels Company Ltd. | 0.78% | 0.16% |
| Cummins India Ltd. | 0.25% | 0.16% |
| Bharat Petroleum Corporation Ltd. | 0.24% | 0.16% |
| Tata Consumer Products Ltd. | 0.24% | 0.16% |
| Avenue Supermarts Ltd. | 0.24% | 0.16% |
| Blue Star Ltd. | 0.24% | 0.16% |
| Tata Motors Passenger Vehicles Ltd. | 0.23% | 0.16% |
| Tata Power Company Ltd. | 0.23% | 0.16% |
| Polycab India Ltd. | 0.16% | 0.35% |
| Tata Communications Ltd. | 0.24% | 0.15% |
| Nippon Life India Asset Management Ltd. | 0.24% | 0.15% |
| Gujarat Fluorochemicals Ltd. | 0.23% | 0.15% |
| VARUN BEVERAGES LIMITED | 0.23% | 0.15% |
| ITC Hotels Ltd. | 0.23% | 0.15% |
| PI Industries Ltd. | 0.23% | 0.15% |
| LG Electronics India Ltd. | 0.22% | 0.15% |
| ICICI Prudential Life Insurance Co Ltd. | 0.22% | 0.15% |
| Hitachi Energy India Ltd. | 0.15% | 0.31% |
| CG Power and Industrial Solutions Ltd. | 0.23% | 0.14% |
| Exide Industries Ltd. | 0.23% | 0.14% |
| Britannia Industries Ltd. | 0.22% | 0.14% |
| Jubilant Foodworks Ltd. | 0.22% | 0.14% |
| SBI Cards & Payment Services Ltd. | 0.21% | 0.14% |
| Balkrishna Industries Ltd. | 0.21% | 0.14% |
| Adani Total Gas Ltd. | 0.20% | 0.14% |
| Vodafone Idea Ltd. | 0.14% | 0.28% |
| ICICI Prudential Asset Mgmt Co Ltd. | 0.23% | 0.13% |
| HDFC Life Insurance Company Ltd. | 0.22% | 0.13% |
| Astral Ltd. | 0.21% | 0.13% |
| Ajanta Pharma Ltd. | 0.20% | 0.13% |
| Container Corporation Of India Ltd. | 0.19% | 0.13% |
| Schaeffler India Ltd. | 0.19% | 0.13% |
| AIA Engineering Ltd. | 0.18% | 0.13% |
| LIC Housing Finance Ltd. | 0.20% | 0.12% |
| Indian Oil Corporation Ltd. | 0.20% | 0.12% |
| Bank of Maharashtra | 0.20% | 0.12% |
| Bank of India | 0.19% | 0.12% |
| Motilal Oswal Financial Services Ltd. | 0.19% | 0.12% |
| HDFC Asset Management Company Ltd. | 0.18% | 0.12% |
| Power Finance Corporation Ltd. | 0.18% | 0.12% |
| Authum Investment & Infrastructure Ltd. | 0.18% | 0.12% |
| Billionbrains Garage Ventures Ltd. | 0.33% | 0.11% |
| Solar Industries India Ltd. | 0.19% | 0.11% |
| Bajaj Holdings & Investment Ltd. | 0.18% | 0.11% |
| GAIL (India) Ltd. | 0.18% | 0.11% |
| Vedanta Ltd. | 0.18% | 0.11% |
| Pidilite Industries Ltd. | 0.18% | 0.11% |
| DLF Ltd. | 0.17% | 0.11% |
| Indian Railway Catering &Tou. Corp. Ltd. | 0.17% | 0.11% |
| Adani Green Energy Ltd. | 0.17% | 0.11% |
| Adani Energy Solutions Ltd. | 0.17% | 0.11% |
| Dalmia Bharat Ltd. | 0.16% | 0.11% |
| Thermax Ltd. | 0.16% | 0.11% |
| Berger Paints (I) Ltd. | 0.16% | 0.11% |
| Linde India Ltd. | 0.16% | 0.11% |
| General Insurance Corporation of India | 0.16% | 0.11% |
| HDB Financial Services Ltd. | 0.16% | 0.11% |
| United Spirits Ltd. | 0.50% | 0.10% |
| Bank of Baroda | 0.17% | 0.10% |
| Wipro Ltd. | 0.17% | 0.10% |
| Abbott India Ltd. | 0.17% | 0.10% |
| Canara Bank | 0.16% | 0.10% |
| Jindal Steel Ltd. | 0.16% | 0.10% |
| Punjab National Bank | 0.15% | 0.10% |
| LTM Ltd. | 0.15% | 0.10% |
| Patanjali Foods Ltd. | 0.15% | 0.10% |
| K.P.R. Mill Ltd. | 0.15% | 0.10% |
| REC Ltd. | 0.47% | 0.09% |
| Bosch Ltd. | 0.16% | 0.09% |
| Cochin Shipyard Ltd. | 0.16% | 0.09% |
| Global Health Ltd. | 0.15% | 0.09% |
| GlaxoSmithKline Pharmaceuticals Ltd. | 0.14% | 0.09% |
| Rail Vikas Nigam Ltd. | 0.14% | 0.09% |
| Godrej Consumer Products Ltd. | 0.13% | 0.09% |
| Bharat Dynamics Ltd. | 0.13% | 0.09% |
| Bharti Hexacom Ltd. | 0.13% | 0.09% |
| Lodha Developers Ltd. | 0.42% | 0.08% |
| Premier Energies Ltd. | 0.16% | 0.08% |
| ABB India Ltd. | 0.14% | 0.08% |
| Siemens Ltd. | 0.13% | 0.08% |
| Crisil Ltd. | 0.13% | 0.08% |
| Union Bank of India | 0.13% | 0.08% |
| Endurance Technologies Ltd. | 0.12% | 0.08% |
| Indian Renewable Energy Dev Agency Ltd. | 0.11% | 0.08% |
| Bajaj Housing Finance Ltd. | 0.11% | 0.08% |
| Muthoot Finance Ltd. | 0.11% | 0.08% |
| NLC India Ltd. | 0.12% | 0.07% |
| L&T Technology Services Ltd. | 0.11% | 0.07% |
| Escorts Kubota Ltd. | 0.11% | 0.07% |
| Hyundai Motor India Ltd. | 0.11% | 0.07% |
| Tata Investment Corporation Ltd. | 0.10% | 0.07% |
| United Breweries Ltd. | 0.10% | 0.07% |
| Shree Cement Ltd. | 0.37% | 0.06% |
| Zydus Lifesciences Ltd. | 0.11% | 0.06% |
| Anthem Biosciences Ltd. | 0.11% | 0.06% |
| NTPC Green Energy Ltd. | 0.11% | 0.06% |
| Siemens Energy India Ltd. | 0.11% | 0.06% |
| Hindustan Zinc Ltd. | 0.11% | 0.06% |
| Housing & Urban Development Corp Ltd. | 0.10% | 0.06% |
| Ambuja Cements Ltd. | 0.09% | 0.05% |
| Hexaware Technologies Ltd. | 0.09% | 0.05% |
| Godfrey Phillips India Ltd. | 0.09% | 0.05% |
| Tata Capital Ltd. | 0.07% | 0.04% |
| Mazagon Dock Shipbuilders Ltd. | 0.06% | 0.04% |
| Indian Railway Finance Corporation Ltd. | 0.07% | 0.03% |
| Godrej Industries Ltd. | 0.06% | 0.03% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 64.1% means 64.1% 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 LargeMidcap 250 ETF
| Security | % of fund |
|---|---|
| EMBASSY OFFICE PARKS REIT | 0.47% |
| Piramal Finance Ltd. | 0.28% |
| Vedanta Aluminium Metal Ltd. | 0.27% |
| Meesho Ltd. | 0.25% |
| Hindustan Copper Ltd. | 0.23% |
Largest holdings only in Zerodha Life Cycle Fund 2036
| Security | % of fund |
|---|---|
| 6.94% GOI 11-May-2036 | 21.67% |
| Zerodha Gold ETF | 4.47% |
| Zerodha Silver ETF | 4.42% |
| Apollo Tyres Limited | 0.11% |
| 3M India Limited | 0.08% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Nifty LargeMidcap 250 ETF | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Equity | 99.4% | 66.7% |
| Debt | 0.0% | 21.7% |
| Cash and others | 0.6% | 11.6% |
Market cap of stocks
| Market cap | Edelweiss Nifty LargeMidcap 250 ETF | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Large Cap | 51.9% | 37.2% |
| Mid Cap | 46.2% | 28.2% |
| Small Cap | 1.3% | 1.3% |
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 LargeMidcap 250 ETF | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Banks | 16.9% | 13.9% |
| Pharmaceuticals & Biotechnology | 6.7% | 4.3% |
| Finance | 6.5% | 3.7% |
| IT - Software | 5.6% | 3.7% |
| Retailing | 4.3% | 2.4% |
| Automobiles | 4.0% | 2.6% |
| Electrical Equipment | 3.7% | 2.6% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Nifty LargeMidcap 250 ETF vs Zerodha Life Cycle Fund 2036: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Nifty LargeMidcap 250 ETF | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Total expense ratio (Direct) | Not available | 1.02% |
| Base expense ratio (Direct) | 0.00% | 0.42% |
| Base expense ratio (Regular) | 0.90% | 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 LargeMidcap 250 ETF vs Zerodha Life Cycle Fund 2036: Frequently Asked Questions
What is the difference between Edelweiss Nifty LargeMidcap 250 ETF and Zerodha Life Cycle Fund 2036?
Edelweiss Nifty LargeMidcap 250 ETF is an ETF fund, Zerodha Life Cycle Fund 2036 is a mutual fund, run by Edelweiss Mutual Fund and Zerodha Mutual Fund. Their portfolios overlap 64.1%. Edelweiss Nifty LargeMidcap 250 ETF charges 1.17% a year and Zerodha Life Cycle Fund 2036 1.02%.
Which has the lower expense ratio, Edelweiss Nifty LargeMidcap 250 ETF or Zerodha Life Cycle Fund 2036?
Zerodha Life Cycle Fund 2036 charges less: 1.02% a year against 1.17%. These are the total expense ratios reported to AMFI.
How much do Edelweiss Nifty LargeMidcap 250 ETF and Zerodha Life Cycle Fund 2036 overlap?
64.1%. They hold 241 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Nifty LargeMidcap 250 ETF or Zerodha Life Cycle Fund 2036?
On SEBI's riskometer, Edelweiss Nifty LargeMidcap 250 ETF is rated Very High and Zerodha Life Cycle Fund 2036 Very High. Over their common history, the standard deviation of daily returns was 14.24% and 8.88% a year.
Can I invest in both Edelweiss Nifty LargeMidcap 250 ETF and Zerodha Life Cycle Fund 2036?
Yes. 64.1% 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 LargeMidcap 250 ETF and Zerodha Life Cycle Fund 2036?
Edelweiss Nifty LargeMidcap 250 ETF: Bhavesh Jain, Manasi Jalgaonkar. Zerodha Life Cycle Fund 2036: 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.