HDFC Nifty LargeMidcap 250 Index Fund vs Zerodha Life Cycle Fund 2041
Direct Plan, Growth option · Data as on 30-10-2026
HDFC Nifty LargeMidcap 250 Index Fund is an Index fund and Zerodha Life Cycle Fund 2041 is a mutual fund. HDFC Nifty LargeMidcap 250 Index Fund charges 0.27% a year and Zerodha Life Cycle Fund 2041 1.14% (Direct plans). Their portfolios overlap 74.5%: they hold 241 of the same securities.
HDFC Nifty LargeMidcap 250 Index Fund
Index
- Expense ratio
- 0.27%
- NAV
- ₹9.52
Which is better, HDFC Nifty LargeMidcap 250 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.
- HDFC Nifty LargeMidcap 250 Index costs less: 0.27% a year against 1.14% (Direct plans).
- Zerodha Life Cycle Fund 2041 fell less in its worst fall since 13-07-2026: −9.8% against −10.6%.
- HDFC Nifty LargeMidcap 250 Index holds more in large companies: 51.5% of the fund in large caps against 41.2%.
- HDFC Nifty LargeMidcap 250 Index is the larger fund: ₹456 Cr against ₹18 Cr.
- Their portfolios overlap 74.5%: 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 | HDFC Nifty LargeMidcap 250 Index Fund | Zerodha Life Cycle Fund 2041 |
|---|---|---|
| Fund house | HDFC Mutual Fund | Zerodha Mutual Fund |
| Category | Index | Not available |
| AUM | ₹456 Cr (30-09-2026) | ₹18 Cr (30-09-2026) |
| NAV | ₹9.52 (Direct) | ₹9.33 (Direct) |
| Expense ratio (Direct) | 0.27% | 1.14% |
| Expense ratio (Regular) | 0.73% | Not available |
| Riskometer | Very High | Very High |
| Benchmark | Nifty LargeMidcap 250 TRI | 65% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical Silver + 25% CRISIL 10 year Gil |
| Launch date | 09-10-2024 | 10-07-2026 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | Not available |
| Fund managers | Nandita Menezes, Arun Agarwal | Kedarnath Mirajkar |
| Exit load | NIL | Nil |
HDFC Nifty LargeMidcap 250 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 |
|---|---|---|---|---|---|---|---|
| HDFC Nifty LargeMidcap 250 Index Fund (Direct) | −1.34% | −6.92% | −3.52% | −6.73% | -- | -- | -- |
| Zerodha Life Cycle Fund 2041 (Direct) | −2.25% | −6.53% | -- | -- | -- | -- | -- |
HDFC Nifty LargeMidcap 250 Index vs Zerodha Life Cycle Fund 2041: Year-wise Returns
| Year | HDFC Nifty LargeMidcap 250 IndexHDFC Nifty LargeMidcap 250 Index | Zerodha Life Cycle Fund 2041Zerodha Life Cycle Fund 2041 |
|---|---|---|
| 2026to date | −7.30% | -- |
| 2025 | +7.85% | -- |
HDFC Nifty LargeMidcap 250 Index vs Zerodha Life Cycle Fund 2041: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of HDFC Nifty LargeMidcap 250 Index Fund
HDFC Nifty LargeMidcap 250 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 | HDFC Nifty LargeMidcap 250 Index Fund (Direct) | Zerodha Life Cycle Fund 2041 (Direct) |
|---|---|---|
| Return (CAGR) | −2.36% | −20.26% |
| Standard deviation | 14.68% | 10.18% |
| Sharpe ratio | -0.55 | -2.51 |
| Sortino ratio | -0.73 | -2.97 |
| Maximum drawdown | −16.8% (28-02-2025) | −9.8% (23-10-2026) |
| Beta | 1.00 | -- |
| Alpha | −0.31% | -- |
From daily NAVs, 09-10-2024 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.
HDFC Nifty LargeMidcap 250 Index Fund (Direct)
Zerodha Life Cycle Fund 2041 (Direct)
NIFTY LargeMidcap 250 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| HDFC Nifty LargeMidcap 250 Index Fund (Direct) | −10.6% | 03-08-2026 | 23-10-2026 | Not yet | -- | −8.7% |
| Zerodha Life Cycle Fund 2041 (Direct) | −9.8% | 25-08-2026 | 23-10-2026 | Not yet | -- | −8.5% |
| 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.
HDFC Nifty LargeMidcap 250 Index vs Zerodha Life Cycle Fund 2041: Portfolio Overlap
From each fund's latest monthly portfolio: HDFC Nifty LargeMidcap 250 Index Fund, September 2026; Zerodha Life Cycle Fund 2041, September 2026
Holdings in common
- Overlap
- 74.5%
- Held by both
- 241
- Only in HDFC Nifty LargeMidcap 250 Index
- 9
- Only in Zerodha Life Cycle Fund 2041
- 12
| Security | % of HDFC Nifty LargeMidcap 250 Index | % of Zerodha Life Cycle Fund 2041 |
|---|---|---|
| HDFC Bank Ltd. | 4.16% | 3.24% |
| ICICI Bank Ltd. | 3.63% | 2.83% |
| Reliance Industries Ltd. | 3.08% | 2.39% |
| Bharti Airtel Ltd. | 2.05% | 1.61% |
| Larsen and Toubro Ltd. | 1.69% | 1.32% |
| State Bank of India | 1.54% | 1.20% |
| Axis Bank Ltd. | 1.35% | 1.06% |
| Infosys Limited | 1.35% | 1.05% |
| Kotak Mahindra Bank Limited | 1.18% | 0.93% |
| Multi Commodity Exchange of India L | 1.02% | 0.83% |
| Mahindra & Mahindra Ltd. | 1.01% | 0.79% |
| The Federal Bank Ltd. | 0.95% | 0.77% |
| Bajaj Finance Ltd. | 1.02% | 0.76% |
| ITC LIMITED | 0.97% | 0.75% |
| Laurus Labs Ltd. | 0.94% | 0.75% |
| One 97 Communications Limited | 0.88% | 0.69% |
| Eternal Limited | 0.89% | 0.68% |
| Hero MotoCorp Ltd. | 0.84% | 0.66% |
| Tata Consultancy Services Ltd. | 0.80% | 0.62% |
| Bharat Heavy Electricals Ltd. | 0.74% | 0.60% |
| Coforge Limited | 0.74% | 0.60% |
| Sun Pharmaceutical Industries Ltd. | 0.74% | 0.58% |
| Indusind Bank Ltd. | 0.73% | 0.57% |
| Titan Company Ltd. | 0.73% | 0.56% |
| Persistent Systems Limited | 0.71% | 0.56% |
| Au Small Finance Bank Ltd. | 0.71% | 0.56% |
| Dixon Technologies (India) Ltd. | 0.66% | 0.54% |
| IDFC First Bank Limited | 0.66% | 0.53% |
| GE Vernova T&D India Limited | 0.64% | 0.51% |
| Bharat Forge Ltd. | 0.66% | 0.50% |
| Hindustan Unilever Ltd. | 0.64% | 0.50% |
| Life Insurance Corporation of India | 0.61% | 0.50% |
| Lupin Ltd. | 0.60% | 0.49% |
| Indus Towers Limited | 0.58% | 0.48% |
| Bombay Stock Exchange Limited (BSE) | 0.48% | 1.24% |
| Maruti Suzuki India Limited | 0.60% | 0.47% |
| Suzlon Energy Ltd | 0.59% | 0.47% |
| Tata Steel Ltd. | 0.59% | 0.46% |
| NTPC Limited | 0.59% | 0.46% |
| INFO EDGE (INDIA) LIMITED | 0.58% | 0.46% |
| Aurobindo Pharma Ltd. | 0.56% | 0.46% |
| Ashok Leyland Ltd | 0.54% | 0.44% |
| Fsn Ecommerce Ventures Limited (Nykaa) | 0.53% | 0.43% |
| Bharat Electronics Ltd. | 0.53% | 0.42% |
| Shriram Finance Ltd. | 0.53% | 0.41% |
| Hindalco Industries Ltd. | 0.52% | 0.41% |
| Marico Ltd. | 0.51% | 0.41% |
| Fortis Healthcare Limited | 0.49% | 0.40% |
| Adani Ports & Special Economic Zone | 0.54% | 0.39% |
| UltraTech Cement Limited | 0.50% | 0.39% |
| HCL Technologies Ltd. | 0.50% | 0.39% |
| APL Apollo Tubes Ltd. | 0.49% | 0.38% |
| ICICI Lombard General Insurance Co | 0.47% | 0.38% |
| PB Fintech Limited | 0.46% | 0.36% |
| Yes Bank Ltd. | 0.45% | 0.36% |
| Swiggy Limited | 0.46% | 0.35% |
| JSW Steel Ltd. | 0.46% | 0.35% |
| Power Grid Corporation of India Ltd. | 0.45% | 0.35% |
| Bajaj Auto Limited | 0.45% | 0.35% |
| Max Financial Services Ltd. | 0.44% | 0.35% |
| The Phoenix Mills Limited | 0.44% | 0.35% |
| SRF Ltd. | 0.44% | 0.35% |
| Divis Laboratories Ltd. | 0.46% | 0.34% |
| Grasim Industries Ltd. | 0.44% | 0.34% |
| Glenmark Pharmaceuticals Ltd. | 0.43% | 0.34% |
| InterGlobe Aviation Ltd. | 0.43% | 0.33% |
| Radico Khaitan Limited | 0.42% | 0.33% |
| Hindustan Petroleum Corp. Ltd. | 0.41% | 0.33% |
| GMR Airports Limited | 0.40% | 0.33% |
| Asian Paints Limited | 0.42% | 0.32% |
| Coal India Ltd. | 0.39% | 0.30% |
| Aditya Birla Capital ltd. | 0.39% | 0.30% |
| National Aluminium Co. Ltd. | 0.37% | 0.30% |
| Apar Industries Limited | 0.40% | 0.29% |
| Bajaj Finserv Ltd. | 0.39% | 0.29% |
| Eicher Motors Ltd. | 0.38% | 0.29% |
| Alkem Laboratories Ltd. | 0.38% | 0.29% |
| JSW Energy Ltd. | 0.37% | 0.29% |
| TVS Motor Company Ltd. | 0.37% | 0.29% |
| UPL Ltd. | 0.37% | 0.29% |
| Sundaram Finance Ltd. | 0.37% | 0.29% |
| Tech Mahindra Ltd. | 0.37% | 0.29% |
| Nestle India Ltd. | 0.36% | 0.28% |
| MphasiS Limited. | 0.35% | 0.28% |
| Indian Bank | 0.35% | 0.28% |
| MANKIND PHARMA LIMITED | 0.34% | 0.28% |
| Vishal Mega Mart Limited | 0.34% | 0.27% |
| NHPC Ltd. | 0.33% | 0.27% |
| Hindustan Aeronautics Limited | 0.34% | 0.26% |
| Tata Motors Limited | 0.34% | 0.26% |
| Oil & Natural Gas Corporation Ltd. | 0.34% | 0.26% |
| 360 ONE WAM LIMITED | 0.33% | 0.26% |
| Ipca Laboratories Ltd. | 0.33% | 0.26% |
| Trent Ltd. | 0.33% | 0.26% |
| KEI Industries Ltd. | 0.33% | 0.26% |
| Steel Authority Of India Ltd. | 0.32% | 0.26% |
| NMDC Limited | 0.32% | 0.26% |
| Biocon Ltd. | 0.31% | 0.26% |
| ADANI ENTERPRISES LIMTIED | 0.38% | 0.25% |
| Apollo Hospitals Enterprise Ltd. | 0.33% | 0.25% |
| Adani Power (Mundra) Limited | 0.33% | 0.25% |
| Havells India Ltd. | 0.31% | 0.25% |
| Tube Investments of India Ltd. | 0.31% | 0.25% |
| Lloyds Metals & Energy Ltd. | 0.32% | 0.24% |
| Oracle Financial Ser Software Ltd. | 0.31% | 0.24% |
| Voltas Ltd. | 0.30% | 0.24% |
| Oil India Limited | 0.30% | 0.24% |
| Prestige Estates Projects Ltd. | 0.30% | 0.24% |
| Cipla Ltd. | 0.29% | 0.23% |
| Dr Reddys Laboratories Ltd. | 0.29% | 0.23% |
| SBI Life Insurance Company Ltd. | 0.29% | 0.23% |
| Jindal Stainless Ltd. | 0.29% | 0.23% |
| Torrent Power Ltd. | 0.29% | 0.23% |
| Colgate-Palmolive ( I ) Ltd. | 0.28% | 0.23% |
| Page Industries Ltd | 0.28% | 0.23% |
| Supreme Industries Ltd. | 0.27% | 0.23% |
| LENSKART SOLUTIONS LIMITED | 0.62% | 0.22% |
| Waaree Energies Limited | 0.28% | 0.22% |
| Samvardhana Motherson International Ltd. | 0.28% | 0.22% |
| Dabur India Ltd. | 0.27% | 0.22% |
| L&T Finance Ltd. | 0.27% | 0.22% |
| MRF Ltd. | 0.31% | 0.21% |
| Max Healthcare Institute Limited | 0.27% | 0.21% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.27% | 0.21% |
| Godrej Properties Ltd. | 0.27% | 0.21% |
| Torrent Pharmaceuticals Ltd. | 0.27% | 0.21% |
| Jio Financial Services Limited | 0.27% | 0.21% |
| Coromandel International Limited | 0.26% | 0.21% |
| Kalyan Jewellers India Ltd | 0.26% | 0.21% |
| Petronet LNG Ltd. | 0.26% | 0.21% |
| UNO Minda Limited | 0.26% | 0.21% |
| Mahindra & Mahindra Financial Services Ltd. | 0.26% | 0.21% |
| JK Cement Limited | 0.26% | 0.21% |
| JSW Infrastructure Limited | 0.26% | 0.21% |
| Oberoi Realty Ltd. | 0.25% | 0.21% |
| Indian Hotels Company Ltd. | 0.78% | 0.20% |
| Cummins India Ltd. | 0.25% | 0.20% |
| Blue Star Ltd. | 0.24% | 0.20% |
| Tata Communications Limited | 0.24% | 0.19% |
| Tata Consumer Products Limited | 0.24% | 0.19% |
| Nippon Life India Asset Management Limited | 0.24% | 0.19% |
| Bharat Petroleum Corporation Ltd. | 0.23% | 0.19% |
| GUJARAT FLUOROCHEMICALS LIMITED | 0.23% | 0.19% |
| Avenue Supermarts Ltd. | 0.23% | 0.19% |
| Exide Industries Ltd. | 0.23% | 0.19% |
| PI Industries Ltd. | 0.23% | 0.19% |
| Tata Motors Passenger Vehicles Limited | 0.23% | 0.18% |
| Varun Beverages Ltd | 0.23% | 0.18% |
| The Tata Power Company Ltd. | 0.23% | 0.18% |
| ITC Hotels Limited | 0.23% | 0.18% |
| CG Power and Industrial Solutions Ltd. | 0.22% | 0.18% |
| LG Electronics India Limited | 0.22% | 0.18% |
| Jubilant Foodworks Limited | 0.22% | 0.18% |
| ICICI Prudential Life Insurance Company Ltd. | 0.21% | 0.18% |
| SBI CARDS AND PAYMENT SERVICES LIMITED | 0.21% | 0.17% |
| Balkrishna Industries Ltd. | 0.21% | 0.17% |
| HDFC Life Insurance Company Limited | 0.21% | 0.17% |
| Astral Limited | 0.20% | 0.17% |
| ADANI TOTAL GAS LIMITED | 0.20% | 0.17% |
| Polycab India Limited | 0.17% | 0.41% |
| Britannia Industries Ltd. | 0.22% | 0.16% |
| LIC Housing Finance Ltd. | 0.20% | 0.16% |
| Bank of Maharashtra | 0.20% | 0.16% |
| Bank of India | 0.19% | 0.16% |
| Indian Oil Corporation Ltd. | 0.19% | 0.16% |
| Motilal Oswal Financial Services Ltd. | 0.19% | 0.16% |
| Schaeffler India Ltd. | 0.19% | 0.16% |
| Billionbrains Garage Ventures Limited (Groww) | 0.32% | 0.15% |
| Container Corporation of India Ltd. | 0.19% | 0.15% |
| GAIL (India) Ltd. | 0.18% | 0.15% |
| AUTHUM INVESTMENT & INFRASTRUCTURE LIMITED | 0.18% | 0.15% |
| Hitachi Energy India Ltd. | 0.15% | 0.37% |
| ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED | 0.23% | 0.14% |
| Ajanta Pharma Limited | 0.20% | 0.14% |
| Bajaj Holdings & Investment Ltd | 0.18% | 0.14% |
| AIA Engineering Ltd. | 0.18% | 0.14% |
| Vedanta Ltd. | 0.17% | 0.14% |
| Indian Railway Catering And Tourism Corp Ltd | 0.17% | 0.14% |
| Abbott India Ltd. | 0.17% | 0.14% |
| Wipro Ltd. | 0.16% | 0.14% |
| General Insurance Corporation of India | 0.16% | 0.14% |
| HDB Financial Services Ltd. | 0.16% | 0.14% |
| VODAFONE IDEA LIMITED | 0.14% | 0.35% |
| Solar Industries India Ltd. | 0.19% | 0.13% |
| HDFC Asset Management Company Ltd. | 0.18% | 0.13% |
| Power Finance Corporation Ltd. | 0.18% | 0.13% |
| Bank of Baroda | 0.17% | 0.13% |
| Pidilite Industries Ltd. | 0.17% | 0.13% |
| DLF LIMITED | 0.17% | 0.12% |
| Adani Green Energy Limited | 0.17% | 0.12% |
| Adani Energy Solutions Limited | 0.17% | 0.12% |
| Dalmia Bharat Ltd. | 0.16% | 0.12% |
| Thermax Ltd. | 0.16% | 0.12% |
| Berger Paints (I) Ltd | 0.16% | 0.12% |
| Linde India Ltd | 0.16% | 0.12% |
| Jindal Steel Limited. | 0.16% | 0.12% |
| Rail Vikas Nigam Ltd | 0.14% | 0.12% |
| United Spirits Limited | 0.49% | 0.11% |
| Bosch Limited | 0.16% | 0.11% |
| Punjab National Bank | 0.15% | 0.11% |
| Global Health Limited | 0.15% | 0.11% |
| Canara Bank | 0.15% | 0.11% |
| Patanjali Foods Limited | 0.15% | 0.11% |
| K.P.R. MILL LIMITED | 0.15% | 0.11% |
| GlaxoSmithkline Pharmaceuticals Ltd | 0.14% | 0.11% |
| LTM Limited | 0.14% | 0.11% |
| REC Limited. | 0.45% | 0.10% |
| Cochin Shipyard Ltd. | 0.15% | 0.10% |
| ABB India Ltd. | 0.14% | 0.10% |
| Crisil Limited | 0.13% | 0.10% |
| Bharti Hexacom Limited | 0.13% | 0.10% |
| Lodha Developers Limited | 0.41% | 0.09% |
| Shree Cement Ltd. | 0.36% | 0.09% |
| Premier Energies Limited | 0.15% | 0.09% |
| Siemens Ltd. | 0.13% | 0.09% |
| Godrej Consumer Products Ltd. | 0.13% | 0.09% |
| Union Bank of India | 0.13% | 0.09% |
| Bharat Dynamics Limited | 0.12% | 0.09% |
| NLC India Ltd. | 0.12% | 0.09% |
| Endurance Technologies Ltd. | 0.12% | 0.09% |
| Housing and Urban Development Corporation Ltd. | 0.10% | 0.09% |
| Zydus Lifesciences Limited | 0.11% | 0.08% |
| L&T Technology Services Ltd. | 0.11% | 0.08% |
| ESCORTS KUBOTA LIMITED | 0.11% | 0.08% |
| NTPC Green Energy Limited | 0.11% | 0.08% |
| Hyundai Motor India Limited | 0.11% | 0.08% |
| Siemens Energy India Limited | 0.11% | 0.08% |
| Indian Renewable Energy Development Agency Limited | 0.11% | 0.08% |
| Bajaj Housing Finance Ltd. | 0.11% | 0.08% |
| Muthoot Finance Ltd. | 0.11% | 0.08% |
| Hindustan Zinc Ltd. | 0.10% | 0.08% |
| United Breweries Ltd. | 0.10% | 0.08% |
| Anthem Biosciences Limited | 0.11% | 0.07% |
| Godfrey Phillips India Ltd. | 0.10% | 0.07% |
| Tata Investment Corp Ltd | 0.10% | 0.07% |
| Hexaware Technologies Ltd. | 0.09% | 0.07% |
| Ambuja Cements Ltd. | 0.09% | 0.06% |
| Tata Capital Ltd. | 0.07% | 0.05% |
| Indian Railways Finance Corp. Ltd. | 0.07% | 0.04% |
| Godrej Industries Ltd. | 0.06% | 0.04% |
| Mazagon Dock Shipbuilders Ltd | 0.06% | 0.04% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 74.5% means 74.5% 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 HDFC Nifty LargeMidcap 250 Index Fund
| Security | % of fund |
|---|---|
| Embassy Office Parks REIT | 0.47% |
| Piramal Finance Ltd. | 0.33% |
| Vedanta Aluminium Metal Limited | 0.27% |
| Meesho Limited | 0.26% |
| Aster DM Quality Care Limited | 0.23% |
Largest holdings only in Zerodha Life Cycle Fund 2041
| Security | % of fund |
|---|---|
| 6.94% GOI 11-May-2036 | 12.35% |
| Zerodha Gold ETF | 4.47% |
| Zerodha Silver ETF | 4.42% |
| Apollo Tyres Limited | 0.12% |
| Tata Elxsi Limited | 0.10% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | HDFC Nifty LargeMidcap 250 Index | Zerodha Life Cycle Fund 2041 |
|---|---|---|
| Equity | 98.7% | 76.7% |
| Debt | 0.0% | 12.3% |
| Cash and others | 1.3% | 11.0% |
Market cap of stocks
| Market cap | HDFC Nifty LargeMidcap 250 Index | Zerodha Life Cycle Fund 2041 |
|---|---|---|
| Large Cap | 51.5% | 41.2% |
| Mid Cap | 46.0% | 33.9% |
| Small Cap | 1.3% | 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 | HDFC Nifty LargeMidcap 250 Index | Zerodha Life Cycle Fund 2041 |
|---|---|---|
| Banks | 16.8% | 13.1% |
| Pharmaceuticals & Biotechnology | 6.7% | 5.3% |
| Finance | 6.5% | 4.5% |
| IT - Software | 5.5% | 4.5% |
| Retailing | 4.2% | 2.9% |
| Automobiles | 4.0% | 3.1% |
| Electrical Equipment | 3.7% | 3.1% |
The six largest sectors of each fund's stocks, % of the fund.
HDFC Nifty LargeMidcap 250 Index vs Zerodha Life Cycle Fund 2041: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | HDFC Nifty LargeMidcap 250 Index Fund | Zerodha Life Cycle Fund 2041 |
|---|---|---|
| Total expense ratio (Direct) | 0.27% | 1.14% |
| Base expense ratio (Direct) | 0.18% | 0.42% |
| Total expense ratio (Regular) | 0.73% | Not available |
| Base expense ratio (Regular) | 0.58% | 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.
HDFC Nifty LargeMidcap 250 Index Fund vs Zerodha Life Cycle Fund 2041: Frequently Asked Questions
What is the difference between HDFC Nifty LargeMidcap 250 Index Fund and Zerodha Life Cycle Fund 2041?
HDFC Nifty LargeMidcap 250 Index Fund is an Index fund, Zerodha Life Cycle Fund 2041 is a mutual fund, run by HDFC Mutual Fund and Zerodha Mutual Fund. Their portfolios overlap 74.5%. HDFC Nifty LargeMidcap 250 Index Fund charges 0.27% a year and Zerodha Life Cycle Fund 2041 1.14%.
Which has the lower expense ratio, HDFC Nifty LargeMidcap 250 Index Fund or Zerodha Life Cycle Fund 2041?
HDFC Nifty LargeMidcap 250 Index Fund charges less: 0.27% a year against 1.14%. These are the Direct plans' total expense ratios reported to AMFI.
How much do HDFC Nifty LargeMidcap 250 Index Fund and Zerodha Life Cycle Fund 2041 overlap?
74.5%. 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, HDFC Nifty LargeMidcap 250 Index Fund or Zerodha Life Cycle Fund 2041?
On SEBI's riskometer, HDFC Nifty LargeMidcap 250 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 14.68% and 10.18% a year.
Can I invest in both HDFC Nifty LargeMidcap 250 Index Fund and Zerodha Life Cycle Fund 2041?
Yes. 74.5% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages HDFC Nifty LargeMidcap 250 Index Fund and Zerodha Life Cycle Fund 2041?
HDFC Nifty LargeMidcap 250 Index Fund: Nandita Menezes, Arun Agarwal. 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.