Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund vs Zerodha Life Cycle Fund 2041
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 2041 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 2041 1.14% (Direct plans). Their portfolios overlap 77.8%: 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 2041? 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 1.14% (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 −9.8%.
- Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index is the larger fund: ₹47 Cr against ₹18 Cr.
- Their portfolios overlap 77.8%: 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 2041 |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Zerodha Mutual Fund |
| Category | Index | Not available |
| AUM | ₹47 Cr (30-09-2026) | ₹18 Cr (30-09-2026) |
| NAV | ₹10.26 (Direct) | ₹9.33 (Direct) |
| Expense ratio (Direct) | 0.59% | 1.14% |
| Expense ratio (Regular) | 1.33% | Not available |
| Riskometer | Very High | Very High |
| Benchmark | Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index | 65% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical Silver + 25% 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 2041: 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 2041 (Direct) | −2.25% | −6.53% | -- | -- | -- | -- | -- |
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index vs Zerodha Life Cycle Fund 2041: Rolling Returns
Every holding period of both funds
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index vs Zerodha Life Cycle Fund 2041: 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 2041 (Direct) |
|---|---|---|
| Return (CAGR) | −0.18% | −20.26% |
| Standard deviation | 9.33% | 10.18% |
| Sharpe ratio | -0.58 | -2.51 |
| Sortino ratio | -0.79 | -2.97 |
| Maximum drawdown | −8.3% (23-10-2026) | −9.8% (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 2041 (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 2041 (Direct) | −9.8% | 25-08-2026 | 23-10-2026 | Not yet | -- | −8.5% |
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 2041: 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 2041, September 2026
Holdings in common
- Overlap
- 77.8%
- Held by both
- 242
- Only in Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index
- 9
- Only in Zerodha Life Cycle Fund 2041
- 11
| Security | % of Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index | % of Zerodha Life Cycle Fund 2041 |
|---|---|---|
| 6.94% GOVT OF INDIA RED 11-05-2036 | 29.07% | 12.35% |
| HDFC Bank Ltd. | 2.88% | 3.24% |
| ICICI Bank Ltd. | 2.51% | 2.83% |
| Reliance Industries Ltd. | 2.11% | 2.39% |
| Bharti Airtel Ltd. | 1.42% | 1.61% |
| Larsen & Toubro Ltd. | 1.17% | 1.32% |
| State Bank of India | 1.05% | 1.20% |
| Axis Bank Ltd. | 0.94% | 1.06% |
| Infosys Ltd. | 0.93% | 1.05% |
| Kotak Mahindra Bank Ltd. | 0.81% | 0.93% |
| Multi Commodity Exchange Of India Ltd. | 0.71% | 0.83% |
| Mahindra & Mahindra Ltd. | 0.70% | 0.79% |
| Bajaj Finance Ltd. | 0.70% | 0.76% |
| ITC Ltd. | 0.67% | 0.75% |
| The Federal Bank Ltd. | 0.66% | 0.77% |
| Laurus Labs Ltd. | 0.65% | 0.75% |
| Eternal Ltd. | 0.62% | 0.68% |
| One 97 Communications Ltd. | 0.61% | 0.69% |
| Hero MotoCorp Ltd. | 0.57% | 0.66% |
| Tata Consultancy Services Ltd. | 0.56% | 0.62% |
| Sun Pharmaceutical Industries Ltd. | 0.51% | 0.58% |
| Bharat Heavy Electricals Ltd. | 0.51% | 0.60% |
| Coforge Ltd. | 0.51% | 0.60% |
| IndusInd Bank Ltd. | 0.50% | 0.57% |
| Titan Company Ltd. | 0.50% | 0.56% |
| AU Small Finance Bank Ltd. | 0.49% | 0.56% |
| Persistent Systems Ltd. | 0.48% | 0.56% |
| IDFC First Bank Ltd. | 0.46% | 0.53% |
| Dixon Technologies (India) Ltd. | 0.46% | 0.54% |
| Bharat Forge Ltd. | 0.45% | 0.50% |
| Hindustan Unilever Ltd. | 0.44% | 0.50% |
| GE Vernova T&D India Limited | 0.44% | 0.51% |
| Life Insurance Corporation of India | 0.42% | 0.50% |
| Tata Steel Ltd. | 0.41% | 0.46% |
| Lupin Ltd. | 0.41% | 0.49% |
| Maruti Suzuki India Ltd. | 0.41% | 0.47% |
| NTPC Ltd. | 0.41% | 0.46% |
| Suzlon Energy Ltd. | 0.40% | 0.47% |
| Indus Towers Ltd. | 0.40% | 0.48% |
| Info Edge (India) Ltd. | 0.40% | 0.46% |
| Aurobindo Pharma Ltd. | 0.39% | 0.46% |
| Ashok Leyland Ltd. | 0.37% | 0.44% |
| Bharat Electronics Ltd. | 0.37% | 0.42% |
| FSN E-Commerce Ventures Ltd. | 0.37% | 0.43% |
| Shriram Finance Ltd. | 0.37% | 0.41% |
| Adani Ports & Special Economic Zone Ltd. | 0.37% | 0.39% |
| Hindalco Industries Ltd. | 0.36% | 0.41% |
| Marico Ltd. | 0.35% | 0.41% |
| Fortis Healthcare Ltd. | 0.34% | 0.40% |
| Ultratech Cement Ltd. | 0.34% | 0.39% |
| APL Apollo Tubes Ltd. | 0.34% | 0.38% |
| HCL Technologies Ltd. | 0.34% | 0.39% |
| ICICI Lombard General Insurance Co. Ltd. | 0.33% | 0.38% |
| Swiggy Ltd. | 0.32% | 0.35% |
| JSW Steel Ltd. | 0.32% | 0.35% |
| PB Fintech Ltd. | 0.32% | 0.36% |
| Grasim Industries Ltd. | 0.31% | 0.34% |
| BSE Ltd. | 0.31% | 1.24% |
| Max Financial Services Ltd. | 0.31% | 0.35% |
| Divi's Laboratories Ltd. | 0.31% | 0.34% |
| Yes Bank Ltd. | 0.31% | 0.36% |
| Power Grid Corporation of India Ltd. | 0.31% | 0.35% |
| Bajaj Auto Ltd. | 0.31% | 0.35% |
| The Phoenix Mills Ltd. | 0.30% | 0.35% |
| InterGlobe Aviation Ltd. | 0.30% | 0.33% |
| SRF Ltd. | 0.30% | 0.35% |
| Glenmark Pharmaceuticals Ltd. | 0.30% | 0.34% |
| Asian Paints Ltd. | 0.29% | 0.32% |
| Radico Khaitan Ltd. | 0.29% | 0.33% |
| Hindustan Petroleum Corporation Ltd. | 0.28% | 0.33% |
| GMR Airports Ltd. | 0.28% | 0.33% |
| Apar Industries Ltd. | 0.27% | 0.29% |
| Coal India Ltd. | 0.27% | 0.30% |
| Aditya Birla Capital Ltd. | 0.27% | 0.30% |
| Bajaj Finserv Ltd. | 0.27% | 0.29% |
| Eicher Motors Ltd. | 0.26% | 0.29% |
| JSW Energy Ltd. | 0.26% | 0.29% |
| National Aluminium Company Ltd. | 0.26% | 0.30% |
| TVS Motor Company Ltd. | 0.26% | 0.29% |
| Alkem Laboratories Ltd. | 0.26% | 0.29% |
| Tech Mahindra Ltd. | 0.26% | 0.29% |
| Adani Enterprises Ltd. | 0.26% | 0.25% |
| Nestle India Ltd. | 0.25% | 0.28% |
| UPL Ltd. | 0.25% | 0.29% |
| Sundaram Finance Ltd. | 0.25% | 0.29% |
| Vishal Mega Mart Ltd | 0.24% | 0.27% |
| Mphasis Ltd. | 0.24% | 0.28% |
| Indian Bank | 0.24% | 0.28% |
| Mankind Pharma Ltd. | 0.24% | 0.28% |
| Hindustan Aeronautics Ltd. | 0.23% | 0.26% |
| Tata Motors Ltd. | 0.23% | 0.26% |
| Oil & Natural Gas Corporation Ltd. | 0.23% | 0.26% |
| 360 One Wam Ltd. | 0.23% | 0.26% |
| IPCA Laboratories Ltd. | 0.23% | 0.26% |
| Adani Power Ltd. | 0.23% | 0.25% |
| NHPC Ltd. | 0.23% | 0.27% |
| Trent Ltd. | 0.23% | 0.26% |
| KEI Industries Ltd. | 0.23% | 0.26% |
| Lenskart Solutions Ltd. | 0.42% | 0.22% |
| Steel Authority of India Ltd. | 0.22% | 0.26% |
| Havells India Ltd. | 0.22% | 0.25% |
| Lloyds Metals And Energy Ltd. | 0.22% | 0.24% |
| Biocon Ltd. | 0.22% | 0.26% |
| Apollo Hospitals Enterprise Ltd. | 0.22% | 0.25% |
| NMDC Ltd. | 0.22% | 0.26% |
| Voltas Ltd. | 0.21% | 0.24% |
| Oil India Ltd. | 0.21% | 0.24% |
| Prestige Estates Projects Ltd. | 0.21% | 0.24% |
| Oracle Financial Services Software Ltd. | 0.21% | 0.24% |
| MRF Ltd. | 0.21% | 0.21% |
| Tube Investments Of India Ltd. | 0.21% | 0.25% |
| The Indian Hotels Company Ltd. | 0.53% | 0.20% |
| Cipla Ltd. | 0.20% | 0.23% |
| Dr. Reddy's Laboratories Ltd. | 0.20% | 0.23% |
| SBI Life Insurance Company Ltd. | 0.20% | 0.23% |
| Jindal Stainless Ltd. | 0.20% | 0.23% |
| Colgate Palmolive (India) Ltd. | 0.20% | 0.23% |
| Torrent Power Ltd. | 0.20% | 0.23% |
| Dabur India Ltd. | 0.19% | 0.22% |
| Cholamandalam Investment & Finance Company Ltd. | 0.19% | 0.21% |
| Supreme Industries Ltd. | 0.19% | 0.23% |
| Waaree Energies Ltd. | 0.19% | 0.22% |
| Godrej Properties Ltd. | 0.19% | 0.21% |
| L&T Finance Ltd. | 0.19% | 0.22% |
| Torrent Pharmaceuticals Ltd. | 0.19% | 0.21% |
| Jio Financial Services Ltd. | 0.19% | 0.21% |
| Page Industries Ltd. | 0.19% | 0.23% |
| Samvardhana Motherson International Ltd. | 0.19% | 0.22% |
| Max Healthcare Institute Ltd. | 0.18% | 0.21% |
| Coromandel International Ltd. | 0.18% | 0.21% |
| Kalyan Jewellers India Ltd. | 0.18% | 0.21% |
| Petronet LNG Ltd. | 0.18% | 0.21% |
| UNO Minda Ltd. | 0.18% | 0.21% |
| Mahindra & Mahindra Financial Services Ltd | 0.18% | 0.21% |
| JK Cement Ltd. | 0.18% | 0.21% |
| JSW Infrastructure Ltd. | 0.18% | 0.21% |
| Oberoi Realty Ltd. | 0.17% | 0.21% |
| Cummins India Ltd. | 0.17% | 0.20% |
| Blue Star Ltd. | 0.17% | 0.20% |
| Bharat Petroleum Corporation Ltd. | 0.16% | 0.19% |
| CG Power and Industrial Solutions Ltd. | 0.16% | 0.18% |
| Gujarat Fluorochemicals Ltd. | 0.16% | 0.19% |
| Tata Communications Ltd. | 0.16% | 0.19% |
| Tata Motors Passenger Vehicles Ltd. | 0.16% | 0.18% |
| Tata Consumer Products Ltd. | 0.16% | 0.19% |
| Avenue Supermarts Ltd. | 0.16% | 0.19% |
| VARUN BEVERAGES LIMITED | 0.16% | 0.18% |
| Tata Power Company Ltd. | 0.16% | 0.18% |
| Nippon Life India Asset Management Ltd. | 0.16% | 0.19% |
| Exide Industries Ltd. | 0.16% | 0.19% |
| PI Industries Ltd. | 0.16% | 0.19% |
| Billionbrains Garage Ventures Ltd. | 0.22% | 0.15% |
| Britannia Industries Ltd. | 0.15% | 0.16% |
| LG Electronics India Ltd. | 0.15% | 0.18% |
| ITC Hotels Ltd. | 0.15% | 0.18% |
| ICICI Prudential Life Insurance Co Ltd. | 0.15% | 0.18% |
| HDFC Life Insurance Company Ltd. | 0.15% | 0.17% |
| Jubilant Foodworks Ltd. | 0.15% | 0.18% |
| ICICI Prudential Asset Mgmt Co Ltd. | 0.15% | 0.14% |
| Astral Ltd. | 0.14% | 0.17% |
| SBI Cards & Payment Services Ltd. | 0.14% | 0.17% |
| Ajanta Pharma Ltd. | 0.14% | 0.14% |
| Adani Total Gas Ltd. | 0.14% | 0.17% |
| Bank of Maharashtra | 0.14% | 0.16% |
| Balkrishna Industries Ltd. | 0.14% | 0.17% |
| Bank of India | 0.13% | 0.16% |
| Container Corporation Of India Ltd. | 0.13% | 0.15% |
| LIC Housing Finance Ltd. | 0.13% | 0.16% |
| Power Finance Corporation Ltd. | 0.13% | 0.13% |
| AIA Engineering Ltd. | 0.13% | 0.14% |
| Indian Oil Corporation Ltd. | 0.13% | 0.16% |
| Motilal Oswal Financial Services Ltd. | 0.13% | 0.16% |
| Solar Industries India Ltd. | 0.13% | 0.13% |
| Schaeffler India Ltd. | 0.13% | 0.16% |
| Bajaj Holdings & Investment Ltd. | 0.12% | 0.14% |
| HDFC Asset Management Company Ltd. | 0.12% | 0.13% |
| GAIL (India) Ltd. | 0.12% | 0.15% |
| Vedanta Ltd. | 0.12% | 0.14% |
| Authum Investment & Infrastructure Ltd. | 0.12% | 0.15% |
| Pidilite Industries Ltd. | 0.12% | 0.13% |
| Indian Railway Catering &Tou. Corp. Ltd. | 0.12% | 0.14% |
| Abbott India Ltd. | 0.12% | 0.14% |
| United Spirits Ltd. | 0.34% | 0.11% |
| Dalmia Bharat Ltd. | 0.11% | 0.12% |
| Bank of Baroda | 0.11% | 0.13% |
| Wipro Ltd. | 0.11% | 0.14% |
| Thermax Ltd. | 0.11% | 0.12% |
| DLF Ltd. | 0.11% | 0.12% |
| Bosch Ltd. | 0.11% | 0.11% |
| Adani Green Energy Ltd. | 0.11% | 0.12% |
| Polycab India Ltd. | 0.11% | 0.41% |
| Berger Paints (I) Ltd. | 0.11% | 0.12% |
| Linde India Ltd. | 0.11% | 0.12% |
| Canara Bank | 0.11% | 0.11% |
| General Insurance Corporation of India | 0.11% | 0.14% |
| Patanjali Foods Ltd. | 0.11% | 0.11% |
| Jindal Steel Ltd. | 0.11% | 0.12% |
| HDB Financial Services Ltd. | 0.11% | 0.14% |
| Adani Energy Solutions Ltd. | 0.11% | 0.12% |
| REC Ltd. | 0.31% | 0.10% |
| Cochin Shipyard Ltd. | 0.11% | 0.10% |
| Hitachi Energy India Ltd. | 0.10% | 0.37% |
| GlaxoSmithKline Pharmaceuticals Ltd. | 0.10% | 0.11% |
| Punjab National Bank | 0.10% | 0.11% |
| LTM Ltd. | 0.10% | 0.11% |
| Rail Vikas Nigam Ltd. | 0.10% | 0.12% |
| Global Health Ltd. | 0.10% | 0.11% |
| K.P.R. Mill Ltd. | 0.10% | 0.11% |
| Lodha Developers Ltd. | 0.28% | 0.09% |
| Shree Cement Ltd. | 0.25% | 0.09% |
| Premier Energies Ltd. | 0.11% | 0.09% |
| Siemens Ltd. | 0.09% | 0.09% |
| Crisil Ltd. | 0.09% | 0.10% |
| Godrej Consumer Products Ltd. | 0.09% | 0.09% |
| ABB India Ltd. | 0.09% | 0.10% |
| Bharat Dynamics Ltd. | 0.09% | 0.09% |
| Bharti Hexacom Ltd. | 0.09% | 0.10% |
| Vodafone Idea Ltd. | 0.09% | 0.35% |
| Union Bank of India | 0.09% | 0.09% |
| Zydus Lifesciences Ltd. | 0.08% | 0.08% |
| Escorts Kubota Ltd. | 0.08% | 0.08% |
| Hyundai Motor India Ltd. | 0.08% | 0.08% |
| Bajaj Housing Finance Ltd. | 0.08% | 0.08% |
| Muthoot Finance Ltd. | 0.08% | 0.08% |
| NLC India Ltd. | 0.08% | 0.09% |
| Endurance Technologies Ltd. | 0.08% | 0.09% |
| Anthem Biosciences Ltd. | 0.08% | 0.07% |
| L&T Technology Services Ltd. | 0.07% | 0.08% |
| Housing & Urban Development Corp Ltd. | 0.07% | 0.09% |
| NTPC Green Energy Ltd. | 0.07% | 0.08% |
| Siemens Energy India Ltd. | 0.07% | 0.08% |
| Indian Renewable Energy Dev Agency Ltd. | 0.07% | 0.08% |
| Godfrey Phillips India Ltd. | 0.07% | 0.07% |
| Hindustan Zinc Ltd. | 0.07% | 0.08% |
| Tata Investment Corporation Ltd. | 0.07% | 0.07% |
| United Breweries Ltd. | 0.07% | 0.08% |
| Ambuja Cements Ltd. | 0.06% | 0.06% |
| Hexaware Technologies Ltd. | 0.06% | 0.07% |
| Tata Capital Ltd. | 0.05% | 0.05% |
| Indian Railway Finance Corporation Ltd. | 0.05% | 0.04% |
| Godrej Industries Ltd. | 0.04% | 0.04% |
| Mazagon Dock Shipbuilders Ltd. | 0.04% | 0.04% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 77.8% means 77.8% 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 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 2041
| Security | % of fund |
|---|---|
| Zerodha Gold ETF | 4.47% |
| Zerodha Silver ETF | 4.42% |
| Apollo Tyres Limited | 0.12% |
| Tata Elxsi Limited | 0.10% |
| KPIT Technologies Limited | 0.09% |
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 2041 |
|---|---|---|
| Equity | 68.0% | 76.7% |
| Debt | 29.1% | 12.3% |
| Cash and others | 2.9% | 11.0% |
Market cap of stocks
| Market cap | Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index | Zerodha Life Cycle Fund 2041 |
|---|---|---|
| Large Cap | 35.5% | 41.2% |
| Mid Cap | 31.7% | 33.9% |
| Small Cap | 0.9% | 1.6% |
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 2041 |
|---|---|---|
| Banks | 11.6% | 13.1% |
| Pharmaceuticals & Biotechnology | 4.6% | 5.3% |
| IT - Software | 3.8% | 4.5% |
| Finance | 4.5% | 4.5% |
| Electrical Equipment | 2.5% | 3.1% |
| Automobiles | 2.8% | 3.1% |
| Retailing | 2.9% | 2.9% |
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 2041: 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 2041 |
|---|---|---|
| Total expense ratio (Direct) | 0.59% | 1.14% |
| 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 2041: 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 2041?
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund is an Index fund, Zerodha Life Cycle Fund 2041 is a mutual fund, run by Edelweiss Mutual Fund and Zerodha Mutual Fund. Their portfolios overlap 77.8%. Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund charges 0.59% a year and Zerodha Life Cycle Fund 2041 1.14%.
Which has the lower expense ratio, Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund or Zerodha Life Cycle Fund 2041?
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund charges less: 0.59% a year against 1.14%. 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 2041 overlap?
77.8%. 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 2041?
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 2041 Very High. Over their common history, the standard deviation of daily returns was 9.33% and 10.18% a year.
Can I invest in both Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund and Zerodha Life Cycle Fund 2041?
Yes. 77.8% 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 LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund and Zerodha Life Cycle Fund 2041?
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund: Bhavesh Jain, Bharat Lahoti, Dhawal Dalal, Hetul Raval. Zerodha Life Cycle Fund 2041: 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.