Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund vs Zerodha Life Cycle Fund 2036
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund is an Index fund and Zerodha Life Cycle Fund 2036 is a mutual fund. Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund charges 0.59% a year and Zerodha Life Cycle Fund 2036 1.02% (Direct plans). Their portfolios overlap 83.6%: they hold 242 of the same securities.
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund
Index
- Expense ratio
- 0.59%
- NAV
- ₹10.26
Which is better, Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index 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.
- Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index costs less: 0.59% a year against 1.02% (Direct plans).
- Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index fell less in its worst fall since 13-07-2026: −8.3% against −8.8%.
- Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index is the larger fund: ₹47 Cr against ₹21 Cr.
- Their portfolios overlap 83.6%: 242 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 LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Zerodha Mutual Fund |
| Category | Index | Not available |
| AUM | ₹47 Cr (30-09-2026) | ₹21 Cr (30-09-2026) |
| NAV | ₹10.26 (Direct) | ₹9.41 (Direct) |
| Expense ratio (Direct) | 0.59% | 1.02% |
| Expense ratio (Regular) | 1.33% | Not available |
| Riskometer | Very High | Very High |
| Benchmark | Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index | 50% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical Silver + 40% CRISIL 10 year Gil |
| Launch date | 07-04-2026 | 10-07-2026 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | Not available |
| Fund managers | Bhavesh Jain, Bharat Lahoti, Dhawal Dalal, Hetul Raval | Kedarnath Mirajkar |
| Exit load | Nil | Nil |
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index 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 LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund (Direct) | −1.24% | −5.55% | −2.31% | -- | -- | -- | -- |
| Zerodha Life Cycle Fund 2036 (Direct) | −2.14% | −5.76% | -- | -- | -- | -- | -- |
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index vs Zerodha Life Cycle Fund 2036: Rolling Returns
Every holding period of both funds
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index 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 LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund (Direct) | Zerodha Life Cycle Fund 2036 (Direct) |
|---|---|---|
| Return (CAGR) | −0.18% | −18.09% |
| Standard deviation | 9.33% | 8.88% |
| Sharpe ratio | -0.58 | -2.63 |
| Sortino ratio | -0.79 | -3.09 |
| Maximum drawdown | −8.3% (23-10-2026) | −8.8% (23-10-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 09-04-2026 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 LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund (Direct)
Zerodha Life Cycle Fund 2036 (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund (Direct) | −8.3% | 10-08-2026 | 23-10-2026 | Not yet | -- | −6.8% |
| Zerodha Life Cycle Fund 2036 (Direct) | −8.8% | 25-08-2026 | 23-10-2026 | Not yet | -- | −7.6% |
From daily values since 13-07-2026, the first day every fund has.
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index vs Zerodha Life Cycle Fund 2036: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund, September 2026; Zerodha Life Cycle Fund 2036, September 2026
Holdings in common
- Overlap
- 83.6%
- Held by both
- 242
- Only in Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index
- 9
- Only in Zerodha Life Cycle Fund 2036
- 11
| Security | % of Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index | % of Zerodha Life Cycle Fund 2036 |
|---|---|---|
| 6.94% GOVT OF INDIA RED 11-05-2036 | 29.07% | 21.67% |
| HDFC Bank Ltd. | 2.88% | 4.24% |
| ICICI Bank Ltd. | 2.51% | 2.36% |
| Reliance Industries Ltd. | 2.11% | 1.98% |
| Bharti Airtel Ltd. | 1.42% | 1.32% |
| Larsen & Toubro Ltd. | 1.17% | 1.09% |
| State Bank of India | 1.05% | 0.98% |
| Axis Bank Ltd. | 0.94% | 2.36% |
| Infosys Ltd. | 0.93% | 0.88% |
| Kotak Mahindra Bank Ltd. | 0.81% | 0.76% |
| Multi Commodity Exchange Of India Ltd. | 0.71% | 0.69% |
| Mahindra & Mahindra Ltd. | 0.70% | 0.65% |
| Bajaj Finance Ltd. | 0.70% | 0.64% |
| The Federal Bank Ltd. | 0.66% | 0.64% |
| ITC Ltd. | 0.67% | 0.63% |
| Laurus Labs Ltd. | 0.65% | 0.63% |
| Eternal Ltd. | 0.62% | 0.58% |
| One 97 Communications Ltd. | 0.61% | 0.58% |
| Hero MotoCorp Ltd. | 0.57% | 0.55% |
| Tata Consultancy Services Ltd. | 0.56% | 0.52% |
| Bharat Heavy Electricals Ltd. | 0.51% | 0.49% |
| Coforge Ltd. | 0.51% | 0.49% |
| Sun Pharmaceutical Industries Ltd. | 0.51% | 0.48% |
| IndusInd Bank Ltd. | 0.50% | 0.48% |
| Titan Company Ltd. | 0.50% | 0.47% |
| AU Small Finance Bank Ltd. | 0.49% | 0.47% |
| Persistent Systems Ltd. | 0.48% | 0.46% |
| Dixon Technologies (India) Ltd. | 0.46% | 0.45% |
| IDFC First Bank Ltd. | 0.46% | 0.44% |
| Bharat Forge Ltd. | 0.45% | 0.42% |
| GE Vernova T&D India Limited | 0.44% | 0.42% |
| Hindustan Unilever Ltd. | 0.44% | 0.41% |
| Life Insurance Corporation of India | 0.42% | 0.41% |
| Lupin Ltd. | 0.41% | 0.40% |
| Tata Steel Ltd. | 0.41% | 0.39% |
| NTPC Ltd. | 0.41% | 0.39% |
| Suzlon Energy Ltd. | 0.40% | 0.39% |
| Indus Towers Ltd. | 0.40% | 0.39% |
| Info Edge (India) Ltd. | 0.40% | 0.39% |
| Maruti Suzuki India Ltd. | 0.41% | 0.38% |
| Aurobindo Pharma Ltd. | 0.39% | 0.38% |
| Ashok Leyland Ltd. | 0.37% | 0.37% |
| FSN E-Commerce Ventures Ltd. | 0.37% | 0.36% |
| Bharat Electronics Ltd. | 0.37% | 0.35% |
| Shriram Finance Ltd. | 0.37% | 0.34% |
| Hindalco Industries Ltd. | 0.36% | 0.34% |
| Marico Ltd. | 0.35% | 0.34% |
| Fortis Healthcare Ltd. | 0.34% | 0.34% |
| ICICI Lombard General Insurance Co. Ltd. | 0.33% | 0.33% |
| Adani Ports & Special Economic Zone Ltd. | 0.37% | 0.32% |
| Ultratech Cement Ltd. | 0.34% | 0.32% |
| APL Apollo Tubes Ltd. | 0.34% | 0.32% |
| HCL Technologies Ltd. | 0.34% | 0.32% |
| BSE Ltd. | 0.31% | 1.03% |
| Yes Bank Ltd. | 0.31% | 0.31% |
| PB Fintech Ltd. | 0.32% | 0.30% |
| Max Financial Services Ltd. | 0.31% | 0.30% |
| Bajaj Auto Ltd. | 0.31% | 0.30% |
| Swiggy Ltd. | 0.32% | 0.29% |
| JSW Steel Ltd. | 0.32% | 0.29% |
| Divi's Laboratories Ltd. | 0.31% | 0.29% |
| Power Grid Corporation of India Ltd. | 0.31% | 0.29% |
| The Phoenix Mills Ltd. | 0.30% | 0.29% |
| InterGlobe Aviation Ltd. | 0.30% | 0.29% |
| Grasim Industries Ltd. | 0.31% | 0.28% |
| SRF Ltd. | 0.30% | 0.28% |
| Glenmark Pharmaceuticals Ltd. | 0.30% | 0.28% |
| Radico Khaitan Ltd. | 0.29% | 0.27% |
| Hindustan Petroleum Corporation Ltd. | 0.28% | 0.27% |
| GMR Airports Ltd. | 0.28% | 0.27% |
| Asian Paints Ltd. | 0.29% | 0.26% |
| Coal India Ltd. | 0.27% | 0.26% |
| Aditya Birla Capital Ltd. | 0.27% | 0.25% |
| UPL Ltd. | 0.25% | 0.26% |
| Apar Industries Ltd. | 0.27% | 0.24% |
| Bajaj Finserv Ltd. | 0.27% | 0.24% |
| Eicher Motors Ltd. | 0.26% | 0.24% |
| JSW Energy Ltd. | 0.26% | 0.24% |
| National Aluminium Company Ltd. | 0.26% | 0.24% |
| Alkem Laboratories Ltd. | 0.26% | 0.24% |
| Nestle India Ltd. | 0.25% | 0.24% |
| Sundaram Finance Ltd. | 0.25% | 0.24% |
| Mphasis Ltd. | 0.24% | 0.24% |
| TVS Motor Company Ltd. | 0.26% | 0.23% |
| Tech Mahindra Ltd. | 0.26% | 0.23% |
| Vishal Mega Mart Ltd | 0.24% | 0.23% |
| Mankind Pharma Ltd. | 0.24% | 0.23% |
| Hindustan Aeronautics Ltd. | 0.23% | 0.23% |
| KEI Industries Ltd. | 0.23% | 0.23% |
| Indian Bank | 0.24% | 0.22% |
| NHPC Ltd. | 0.23% | 0.22% |
| Tata Motors Ltd. | 0.23% | 0.21% |
| Oil & Natural Gas Corporation Ltd. | 0.23% | 0.21% |
| 360 One Wam Ltd. | 0.23% | 0.21% |
| IPCA Laboratories Ltd. | 0.23% | 0.21% |
| Adani Power Ltd. | 0.23% | 0.21% |
| Trent Ltd. | 0.23% | 0.21% |
| Steel Authority of India Ltd. | 0.22% | 0.21% |
| Biocon Ltd. | 0.22% | 0.21% |
| NMDC Ltd. | 0.22% | 0.21% |
| MRF Ltd. | 0.21% | 0.24% |
| Tube Investments Of India Ltd. | 0.21% | 0.22% |
| Adani Enterprises Ltd. | 0.26% | 0.20% |
| Havells India Ltd. | 0.22% | 0.20% |
| Lloyds Metals And Energy Ltd. | 0.22% | 0.20% |
| Apollo Hospitals Enterprise Ltd. | 0.22% | 0.20% |
| Oil India Ltd. | 0.21% | 0.20% |
| Prestige Estates Projects Ltd. | 0.21% | 0.20% |
| Oracle Financial Services Software Ltd. | 0.21% | 0.20% |
| Voltas Ltd. | 0.21% | 0.19% |
| Dr. Reddy's Laboratories Ltd. | 0.20% | 0.19% |
| SBI Life Insurance Company Ltd. | 0.20% | 0.19% |
| Jindal Stainless Ltd. | 0.20% | 0.19% |
| Colgate Palmolive (India) Ltd. | 0.20% | 0.19% |
| Torrent Power Ltd. | 0.20% | 0.19% |
| Page Industries Ltd. | 0.19% | 0.21% |
| Lenskart Solutions Ltd. | 0.42% | 0.18% |
| Cipla Ltd. | 0.20% | 0.18% |
| Dabur India Ltd. | 0.19% | 0.18% |
| Supreme Industries Ltd. | 0.19% | 0.18% |
| Waaree Energies Ltd. | 0.19% | 0.18% |
| Godrej Properties Ltd. | 0.19% | 0.18% |
| L&T Finance Ltd. | 0.19% | 0.18% |
| Jio Financial Services Ltd. | 0.19% | 0.18% |
| Samvardhana Motherson International Ltd. | 0.19% | 0.18% |
| Petronet LNG Ltd. | 0.18% | 0.18% |
| UNO Minda Ltd. | 0.18% | 0.18% |
| JK Cement Ltd. | 0.18% | 0.18% |
| Cholamandalam Investment & Finance Company Ltd. | 0.19% | 0.17% |
| Torrent Pharmaceuticals Ltd. | 0.19% | 0.17% |
| Max Healthcare Institute Ltd. | 0.18% | 0.17% |
| Coromandel International Ltd. | 0.18% | 0.17% |
| Kalyan Jewellers India Ltd. | 0.18% | 0.17% |
| Mahindra & Mahindra Financial Services Ltd | 0.18% | 0.17% |
| JSW Infrastructure Ltd. | 0.18% | 0.17% |
| Oberoi Realty Ltd. | 0.17% | 0.17% |
| The Indian Hotels Company Ltd. | 0.53% | 0.16% |
| Cummins India Ltd. | 0.17% | 0.16% |
| Blue Star Ltd. | 0.17% | 0.16% |
| Bharat Petroleum Corporation Ltd. | 0.16% | 0.16% |
| Tata Motors Passenger Vehicles Ltd. | 0.16% | 0.16% |
| Tata Consumer Products Ltd. | 0.16% | 0.16% |
| Avenue Supermarts Ltd. | 0.16% | 0.16% |
| Tata Power Company Ltd. | 0.16% | 0.16% |
| Gujarat Fluorochemicals Ltd. | 0.16% | 0.15% |
| Tata Communications Ltd. | 0.16% | 0.15% |
| VARUN BEVERAGES LIMITED | 0.16% | 0.15% |
| Nippon Life India Asset Management Ltd. | 0.16% | 0.15% |
| PI Industries Ltd. | 0.16% | 0.15% |
| LG Electronics India Ltd. | 0.15% | 0.15% |
| ITC Hotels Ltd. | 0.15% | 0.15% |
| ICICI Prudential Life Insurance Co Ltd. | 0.15% | 0.15% |
| CG Power and Industrial Solutions Ltd. | 0.16% | 0.14% |
| Exide Industries Ltd. | 0.16% | 0.14% |
| Britannia Industries Ltd. | 0.15% | 0.14% |
| Jubilant Foodworks Ltd. | 0.15% | 0.14% |
| SBI Cards & Payment Services Ltd. | 0.14% | 0.14% |
| Adani Total Gas Ltd. | 0.14% | 0.14% |
| Balkrishna Industries Ltd. | 0.14% | 0.14% |
| ICICI Prudential Asset Mgmt Co Ltd. | 0.15% | 0.13% |
| HDFC Life Insurance Company Ltd. | 0.15% | 0.13% |
| Astral Ltd. | 0.14% | 0.13% |
| Ajanta Pharma Ltd. | 0.14% | 0.13% |
| Container Corporation Of India Ltd. | 0.13% | 0.13% |
| AIA Engineering Ltd. | 0.13% | 0.13% |
| Schaeffler India Ltd. | 0.13% | 0.13% |
| Bank of Maharashtra | 0.14% | 0.12% |
| Bank of India | 0.13% | 0.12% |
| LIC Housing Finance Ltd. | 0.13% | 0.12% |
| Power Finance Corporation Ltd. | 0.13% | 0.12% |
| Indian Oil Corporation Ltd. | 0.13% | 0.12% |
| Motilal Oswal Financial Services Ltd. | 0.13% | 0.12% |
| HDFC Asset Management Company Ltd. | 0.12% | 0.12% |
| Authum Investment & Infrastructure Ltd. | 0.12% | 0.12% |
| Billionbrains Garage Ventures Ltd. | 0.22% | 0.11% |
| Solar Industries India Ltd. | 0.13% | 0.11% |
| Bajaj Holdings & Investment Ltd. | 0.12% | 0.11% |
| GAIL (India) Ltd. | 0.12% | 0.11% |
| Vedanta Ltd. | 0.12% | 0.11% |
| Pidilite Industries Ltd. | 0.12% | 0.11% |
| Indian Railway Catering &Tou. Corp. Ltd. | 0.12% | 0.11% |
| Dalmia Bharat Ltd. | 0.11% | 0.11% |
| Thermax Ltd. | 0.11% | 0.11% |
| DLF Ltd. | 0.11% | 0.11% |
| Adani Green Energy Ltd. | 0.11% | 0.11% |
| Polycab India Ltd. | 0.11% | 0.35% |
| Berger Paints (I) Ltd. | 0.11% | 0.11% |
| Linde India Ltd. | 0.11% | 0.11% |
| General Insurance Corporation of India | 0.11% | 0.11% |
| HDB Financial Services Ltd. | 0.11% | 0.11% |
| Adani Energy Solutions Ltd. | 0.11% | 0.11% |
| United Spirits Ltd. | 0.34% | 0.10% |
| Abbott India Ltd. | 0.12% | 0.10% |
| Bank of Baroda | 0.11% | 0.10% |
| Wipro Ltd. | 0.11% | 0.10% |
| Canara Bank | 0.11% | 0.10% |
| Patanjali Foods Ltd. | 0.11% | 0.10% |
| Jindal Steel Ltd. | 0.11% | 0.10% |
| Hitachi Energy India Ltd. | 0.10% | 0.31% |
| Punjab National Bank | 0.10% | 0.10% |
| LTM Ltd. | 0.10% | 0.10% |
| K.P.R. Mill Ltd. | 0.10% | 0.10% |
| REC Ltd. | 0.31% | 0.09% |
| Bosch Ltd. | 0.11% | 0.09% |
| Cochin Shipyard Ltd. | 0.11% | 0.09% |
| GlaxoSmithKline Pharmaceuticals Ltd. | 0.10% | 0.09% |
| Rail Vikas Nigam Ltd. | 0.10% | 0.09% |
| Global Health Ltd. | 0.10% | 0.09% |
| Godrej Consumer Products Ltd. | 0.09% | 0.09% |
| Bharat Dynamics Ltd. | 0.09% | 0.09% |
| Bharti Hexacom Ltd. | 0.09% | 0.09% |
| Vodafone Idea Ltd. | 0.09% | 0.28% |
| Lodha Developers Ltd. | 0.28% | 0.08% |
| Premier Energies Ltd. | 0.11% | 0.08% |
| Siemens Ltd. | 0.09% | 0.08% |
| Crisil Ltd. | 0.09% | 0.08% |
| ABB India Ltd. | 0.09% | 0.08% |
| Union Bank of India | 0.09% | 0.08% |
| Bajaj Housing Finance Ltd. | 0.08% | 0.08% |
| Muthoot Finance Ltd. | 0.08% | 0.08% |
| Endurance Technologies Ltd. | 0.08% | 0.08% |
| Escorts Kubota Ltd. | 0.08% | 0.07% |
| Hyundai Motor India Ltd. | 0.08% | 0.07% |
| NLC India Ltd. | 0.08% | 0.07% |
| L&T Technology Services Ltd. | 0.07% | 0.07% |
| Indian Renewable Energy Dev Agency Ltd. | 0.07% | 0.08% |
| Tata Investment Corporation Ltd. | 0.07% | 0.07% |
| United Breweries Ltd. | 0.07% | 0.07% |
| Shree Cement Ltd. | 0.25% | 0.06% |
| Zydus Lifesciences Ltd. | 0.08% | 0.06% |
| Anthem Biosciences Ltd. | 0.08% | 0.06% |
| Housing & Urban Development Corp Ltd. | 0.07% | 0.06% |
| NTPC Green Energy Ltd. | 0.07% | 0.06% |
| Siemens Energy India Ltd. | 0.07% | 0.06% |
| Hindustan Zinc Ltd. | 0.07% | 0.06% |
| Godfrey Phillips India Ltd. | 0.07% | 0.05% |
| Ambuja Cements Ltd. | 0.06% | 0.05% |
| Hexaware Technologies Ltd. | 0.06% | 0.05% |
| Tata Capital Ltd. | 0.05% | 0.04% |
| Mazagon Dock Shipbuilders Ltd. | 0.04% | 0.04% |
| Indian Railway Finance Corporation Ltd. | 0.05% | 0.03% |
| Godrej Industries Ltd. | 0.04% | 0.03% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 83.6% means 83.6% 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 LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund
| Security | % of fund |
|---|---|
| EMBASSY OFFICE PARKS REIT | 0.32% |
| Piramal Finance Ltd. | 0.23% |
| Vedanta Aluminium Metal Ltd. | 0.19% |
| Meesho Ltd. | 0.18% |
| Aster DM Quality Care Ltd. | 0.16% |
Largest holdings only in Zerodha Life Cycle Fund 2036
| Security | % of fund |
|---|---|
| Zerodha Gold ETF | 4.47% |
| Zerodha Silver ETF | 4.42% |
| Apollo Tyres Limited | 0.11% |
| 3M India Limited | 0.08% |
| Tata Elxsi Limited | 0.08% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Equity | 68.0% | 66.7% |
| Debt | 29.1% | 21.7% |
| Cash and others | 2.9% | 11.6% |
Market cap of stocks
| Market cap | Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Large Cap | 35.5% | 37.2% |
| Mid Cap | 31.7% | 28.2% |
| Small Cap | 0.9% | 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 LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Banks | 11.6% | 13.9% |
| Pharmaceuticals & Biotechnology | 4.6% | 4.3% |
| Finance | 4.5% | 3.7% |
| IT - Software | 3.8% | 3.7% |
| Retailing | 2.9% | 2.4% |
| Automobiles | 2.8% | 2.6% |
| Electrical Equipment | 2.5% | 2.6% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index vs Zerodha Life Cycle Fund 2036: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Total expense ratio (Direct) | 0.59% | 1.02% |
| Base expense ratio (Direct) | 0.26% | 0.42% |
| Total expense ratio (Regular) | 1.33% | Not available |
| Base expense ratio (Regular) | 0.89% | 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 LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund vs Zerodha Life Cycle Fund 2036: Frequently Asked Questions
What is the difference between Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund and Zerodha Life Cycle Fund 2036?
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund is an Index fund, Zerodha Life Cycle Fund 2036 is a mutual fund, run by Edelweiss Mutual Fund and Zerodha Mutual Fund. Their portfolios overlap 83.6%. Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund charges 0.59% a year and Zerodha Life Cycle Fund 2036 1.02%.
Which has the lower expense ratio, Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund or Zerodha Life Cycle Fund 2036?
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund charges less: 0.59% a year against 1.02%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund and Zerodha Life Cycle Fund 2036 overlap?
83.6%. They hold 242 of the same securities, the largest shared ones being 6.94% GOVT OF INDIA RED 11-05-2036, HDFCBANK, ICICIBANK. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund or Zerodha Life Cycle Fund 2036?
On SEBI's riskometer, Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund is rated Very High and Zerodha Life Cycle Fund 2036 Very High. Over their common history, the standard deviation of daily returns was 9.33% and 8.88% a year.
Can I invest in both Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund and Zerodha Life Cycle Fund 2036?
Yes. 83.6% 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 LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund and Zerodha Life Cycle Fund 2036?
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund: Bhavesh Jain, Bharat Lahoti, Dhawal Dalal, Hetul Raval. 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.