HDFC Nifty LargeMidcap 250 Index Fund vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
HDFC Nifty LargeMidcap 250 Index Fund is an Index fund and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is an Index fund. HDFC Nifty LargeMidcap 250 Index Fund charges 0.27% a year and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund 0.79% (Direct plans). Their portfolios overlap 69.1%: they hold 250 of the same securities.
HDFC Nifty LargeMidcap 250 Index Fund
Index
- Expense ratio
- 0.27%
- NAV
- ₹9.52
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
Index
- Expense ratio
- 0.79%
- NAV
- ₹9.68
Which is better, HDFC Nifty LargeMidcap 250 Index or Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index? 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 0.79% (Direct plans).
- Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index fell less in its worst fall since 22-04-2026: −8.4% against −10.6%.
- HDFC Nifty LargeMidcap 250 Index holds more in large companies: 51.5% of the fund in large caps against 35.8%.
- HDFC Nifty LargeMidcap 250 Index is the larger fund: ₹456 Cr against ₹14 Cr.
- Their portfolios overlap 69.1%: 250 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 Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund |
|---|---|---|
| Fund house | HDFC Mutual Fund | Zerodha Mutual Fund |
| Category | Index | Index |
| AUM | ₹456 Cr (30-09-2026) | ₹14 Cr (30-09-2026) |
| NAV | ₹9.52 (Direct) | ₹9.68 (Direct) |
| Expense ratio (Direct) | 0.27% | 0.79% |
| Expense ratio (Regular) | 0.73% | Not available |
| Riskometer | Very High | Very High |
| Benchmark | Nifty LargeMidcap 250 TRI | Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 TRI |
| Launch date | 09-10-2024 | 20-04-2026 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Nandita Menezes, Arun Agarwal | Kedarnath Mirajkar |
| Exit load | NIL | Nil |
HDFC Nifty LargeMidcap 250 Index vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index: 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 Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund (Direct) | −1.25% | −5.60% | −2.41% | -- | -- | -- | -- |
HDFC Nifty LargeMidcap 250 Index vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index: Year-wise Returns
| Year | HDFC Nifty LargeMidcap 250HDFC Nifty LargeMidcap 250 Index | Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index |
|---|---|---|
| 2026to date | −7.30% | -- |
| 2025 | +7.85% | -- |
HDFC Nifty LargeMidcap 250 Index vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index: 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 Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index: 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 Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −2.36% | −6.50% |
| Standard deviation | 14.68% | 9.24% |
| Sharpe ratio | -0.55 | -1.28 |
| Sortino ratio | -0.73 | -1.65 |
| Maximum drawdown | −16.8% (28-02-2025) | −8.4% (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 Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund (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 Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund (Direct) | −8.4% | 10-08-2026 | 23-10-2026 | Not yet | -- | −6.9% |
| NIFTY LargeMidcap 250 TRI | −10.6% | 03-08-2026 | 23-10-2026 | Not yet | -- | −8.6% |
From daily values since 22-04-2026, the first day every fund has.
HDFC Nifty LargeMidcap 250 Index vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index: Portfolio Overlap
From each fund's latest monthly portfolio: HDFC Nifty LargeMidcap 250 Index Fund, September 2026; Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund, September 2026
Holdings in common
- Overlap
- 69.1%
- Held by both
- 250
- Only in HDFC Nifty LargeMidcap 250 Index
- 0
- Only in Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index
- 1
| Security | % of HDFC Nifty LargeMidcap 250 Index | % of Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index |
|---|---|---|
| HDFC Bank Ltd. | 4.16% | 2.93% |
| ICICI Bank Ltd. | 3.63% | 2.55% |
| Reliance Industries Ltd. | 3.08% | 2.14% |
| Bharti Airtel Ltd. | 2.05% | 1.44% |
| Larsen and Toubro Ltd. | 1.69% | 1.18% |
| State Bank of India | 1.54% | 1.07% |
| Infosys Limited | 1.35% | 0.95% |
| Axis Bank Ltd. | 1.35% | 0.95% |
| Kotak Mahindra Bank Limited | 1.18% | 0.83% |
| Multi Commodity Exchange of India L | 1.02% | 0.72% |
| Bajaj Finance Ltd. | 1.02% | 0.71% |
| Mahindra & Mahindra Ltd. | 1.01% | 0.71% |
| ITC LIMITED | 0.97% | 0.68% |
| The Federal Bank Ltd. | 0.95% | 0.67% |
| Laurus Labs Ltd. | 0.94% | 0.66% |
| Eternal Limited | 0.89% | 0.63% |
| One 97 Communications Limited | 0.88% | 0.61% |
| Hero MotoCorp Ltd. | 0.84% | 0.58% |
| Tata Consultancy Services Ltd. | 0.80% | 0.56% |
| Indian Hotels Company Ltd. | 0.78% | 0.55% |
| Bharat Heavy Electricals Ltd. | 0.74% | 0.52% |
| Coforge Limited | 0.74% | 0.52% |
| Sun Pharmaceutical Industries Ltd. | 0.74% | 0.51% |
| Indusind Bank Ltd. | 0.73% | 0.51% |
| Titan Company Ltd. | 0.73% | 0.51% |
| Persistent Systems Limited | 0.71% | 0.49% |
| Au Small Finance Bank Ltd. | 0.71% | 0.49% |
| IDFC First Bank Limited | 0.66% | 0.46% |
| Bharat Forge Ltd. | 0.66% | 0.46% |
| Dixon Technologies (India) Ltd. | 0.66% | 0.46% |
| Hindustan Unilever Ltd. | 0.64% | 0.45% |
| GE Vernova T&D India Limited | 0.64% | 0.44% |
| LENSKART SOLUTIONS LIMITED | 0.62% | 0.43% |
| Life Insurance Corporation of India | 0.61% | 0.43% |
| Lupin Ltd. | 0.60% | 0.42% |
| Indus Towers Limited | 0.58% | 0.42% |
| Maruti Suzuki India Limited | 0.60% | 0.41% |
| Suzlon Energy Ltd | 0.59% | 0.41% |
| Tata Steel Ltd. | 0.59% | 0.41% |
| NTPC Limited | 0.59% | 0.41% |
| INFO EDGE (INDIA) LIMITED | 0.58% | 0.40% |
| Aurobindo Pharma Ltd. | 0.56% | 0.40% |
| Ashok Leyland Ltd | 0.54% | 0.38% |
| Adani Ports & Special Economic Zone | 0.54% | 0.38% |
| Fsn Ecommerce Ventures Limited (Nykaa) | 0.53% | 0.38% |
| Bharat Electronics Ltd. | 0.53% | 0.37% |
| Shriram Finance Ltd. | 0.53% | 0.37% |
| Hindalco Industries Ltd. | 0.52% | 0.37% |
| Marico Ltd. | 0.51% | 0.36% |
| Fortis Healthcare Limited | 0.49% | 0.35% |
| UltraTech Cement Limited | 0.50% | 0.34% |
| HCL Technologies Ltd. | 0.50% | 0.34% |
| APL Apollo Tubes Ltd. | 0.49% | 0.34% |
| United Spirits Limited | 0.49% | 0.34% |
| Bombay Stock Exchange Limited (BSE) | 0.48% | 0.34% |
| Embassy Office Parks REIT | 0.47% | 0.33% |
| ICICI Lombard General Insurance Co | 0.47% | 0.33% |
| Swiggy Limited | 0.46% | 0.32% |
| JSW Steel Ltd. | 0.46% | 0.32% |
| PB Fintech Limited | 0.46% | 0.32% |
| REC Limited. | 0.45% | 0.32% |
| Yes Bank Ltd. | 0.45% | 0.32% |
| Power Grid Corporation of India Ltd. | 0.45% | 0.32% |
| Divis Laboratories Ltd. | 0.46% | 0.31% |
| Bajaj Auto Limited | 0.45% | 0.31% |
| Grasim Industries Ltd. | 0.44% | 0.31% |
| Max Financial Services Ltd. | 0.44% | 0.31% |
| The Phoenix Mills Limited | 0.44% | 0.31% |
| SRF Ltd. | 0.44% | 0.31% |
| Glenmark Pharmaceuticals Ltd. | 0.43% | 0.30% |
| InterGlobe Aviation Ltd. | 0.43% | 0.29% |
| Radico Khaitan Limited | 0.42% | 0.29% |
| Hindustan Petroleum Corp. Ltd. | 0.41% | 0.29% |
| Lodha Developers Limited | 0.41% | 0.29% |
| Asian Paints Limited | 0.42% | 0.28% |
| Apar Industries Limited | 0.40% | 0.28% |
| GMR Airports Limited | 0.40% | 0.28% |
| Coal India Ltd. | 0.39% | 0.27% |
| Aditya Birla Capital ltd. | 0.39% | 0.27% |
| Bajaj Finserv Ltd. | 0.39% | 0.27% |
| Eicher Motors Ltd. | 0.38% | 0.26% |
| ADANI ENTERPRISES LIMTIED | 0.38% | 0.26% |
| Alkem Laboratories Ltd. | 0.38% | 0.26% |
| JSW Energy Ltd. | 0.37% | 0.26% |
| National Aluminium Co. Ltd. | 0.37% | 0.26% |
| UPL Ltd. | 0.37% | 0.26% |
| TVS Motor Company Ltd. | 0.37% | 0.25% |
| Sundaram Finance Ltd. | 0.37% | 0.25% |
| Tech Mahindra Ltd. | 0.37% | 0.25% |
| Nestle India Ltd. | 0.36% | 0.25% |
| Shree Cement Ltd. | 0.36% | 0.24% |
| MphasiS Limited. | 0.35% | 0.24% |
| Indian Bank | 0.35% | 0.24% |
| Vishal Mega Mart Limited | 0.34% | 0.24% |
| Oil & Natural Gas Corporation Ltd. | 0.34% | 0.24% |
| MANKIND PHARMA LIMITED | 0.34% | 0.24% |
| NHPC Ltd. | 0.33% | 0.24% |
| KEI Industries Ltd. | 0.33% | 0.24% |
| Hindustan Aeronautics Limited | 0.34% | 0.23% |
| Tata Motors Limited | 0.34% | 0.23% |
| Piramal Finance Ltd. | 0.33% | 0.23% |
| 360 ONE WAM LIMITED | 0.33% | 0.23% |
| Ipca Laboratories Ltd. | 0.33% | 0.23% |
| Trent Ltd. | 0.33% | 0.23% |
| Steel Authority Of India Ltd. | 0.32% | 0.23% |
| NMDC Limited | 0.32% | 0.23% |
| Apollo Hospitals Enterprise Ltd. | 0.33% | 0.22% |
| Adani Power (Mundra) Limited | 0.33% | 0.22% |
| Billionbrains Garage Ventures Limited (Groww) | 0.32% | 0.22% |
| Lloyds Metals & Energy Ltd. | 0.32% | 0.22% |
| Havells India Ltd. | 0.31% | 0.22% |
| Biocon Ltd. | 0.31% | 0.22% |
| Tube Investments of India Ltd. | 0.31% | 0.22% |
| Oracle Financial Ser Software Ltd. | 0.31% | 0.21% |
| Voltas Ltd. | 0.30% | 0.21% |
| Oil India Limited | 0.30% | 0.21% |
| Prestige Estates Projects Ltd. | 0.30% | 0.21% |
| Cipla Ltd. | 0.29% | 0.20% |
| Dr Reddys Laboratories Ltd. | 0.29% | 0.20% |
| SBI Life Insurance Company Ltd. | 0.29% | 0.20% |
| Jindal Stainless Ltd. | 0.29% | 0.20% |
| Torrent Power Ltd. | 0.29% | 0.20% |
| Colgate-Palmolive ( I ) Ltd. | 0.28% | 0.20% |
| Dabur India Ltd. | 0.27% | 0.20% |
| Waaree Energies Limited | 0.28% | 0.19% |
| Samvardhana Motherson International Ltd. | 0.28% | 0.19% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.27% | 0.19% |
| Supreme Industries Ltd. | 0.27% | 0.19% |
| Vedanta Aluminium Metal Limited | 0.27% | 0.19% |
| Godrej Properties Ltd. | 0.27% | 0.19% |
| L&T Finance Ltd. | 0.27% | 0.19% |
| Torrent Pharmaceuticals Ltd. | 0.27% | 0.19% |
| Jio Financial Services Limited | 0.27% | 0.19% |
| MRF Ltd. | 0.31% | 0.18% |
| Page Industries Ltd | 0.28% | 0.18% |
| Max Healthcare Institute Limited | 0.27% | 0.18% |
| Meesho Limited | 0.26% | 0.18% |
| Coromandel International Limited | 0.26% | 0.18% |
| Kalyan Jewellers India Ltd | 0.26% | 0.18% |
| Petronet LNG Ltd. | 0.26% | 0.18% |
| UNO Minda Limited | 0.26% | 0.18% |
| Mahindra & Mahindra Financial Services Ltd. | 0.26% | 0.18% |
| JK Cement Limited | 0.26% | 0.18% |
| JSW Infrastructure Limited | 0.26% | 0.18% |
| Oberoi Realty Ltd. | 0.25% | 0.18% |
| Tata Communications Limited | 0.24% | 0.17% |
| Blue Star Ltd. | 0.24% | 0.17% |
| Cummins India Ltd. | 0.25% | 0.16% |
| Tata Consumer Products Limited | 0.24% | 0.16% |
| Nippon Life India Asset Management Limited | 0.24% | 0.16% |
| Bharat Petroleum Corporation Ltd. | 0.23% | 0.16% |
| GUJARAT FLUOROCHEMICALS LIMITED | 0.23% | 0.16% |
| Tata Motors Passenger Vehicles Limited | 0.23% | 0.16% |
| Avenue Supermarts Ltd. | 0.23% | 0.16% |
| The Tata Power Company Ltd. | 0.23% | 0.16% |
| Exide Industries Ltd. | 0.23% | 0.16% |
| ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED | 0.23% | 0.16% |
| ITC Hotels Limited | 0.23% | 0.16% |
| PI Industries Ltd. | 0.23% | 0.16% |
| Aster DM Quality Care Limited | 0.23% | 0.16% |
| CG Power and Industrial Solutions Ltd. | 0.22% | 0.16% |
| HINDUSTAN COPPER LIMITED | 0.22% | 0.16% |
| Varun Beverages Ltd | 0.23% | 0.15% |
| Britannia Industries Ltd. | 0.22% | 0.15% |
| LG Electronics India Limited | 0.22% | 0.15% |
| Jubilant Foodworks Limited | 0.22% | 0.15% |
| SBI CARDS AND PAYMENT SERVICES LIMITED | 0.21% | 0.15% |
| ICICI Prudential Life Insurance Company Ltd. | 0.21% | 0.15% |
| Balkrishna Industries Ltd. | 0.21% | 0.15% |
| HDFC Life Insurance Company Limited | 0.21% | 0.15% |
| Astral Limited | 0.20% | 0.14% |
| LIC Housing Finance Ltd. | 0.20% | 0.14% |
| ADANI TOTAL GAS LIMITED | 0.20% | 0.14% |
| Bank of Maharashtra | 0.20% | 0.14% |
| Bank of India | 0.19% | 0.14% |
| Ajanta Pharma Limited | 0.20% | 0.13% |
| Container Corporation of India Ltd. | 0.19% | 0.13% |
| Indian Oil Corporation Ltd. | 0.19% | 0.13% |
| Motilal Oswal Financial Services Ltd. | 0.19% | 0.13% |
| Solar Industries India Ltd. | 0.19% | 0.13% |
| Schaeffler India Ltd. | 0.19% | 0.13% |
| Power Finance Corporation Ltd. | 0.18% | 0.13% |
| AIA Engineering Ltd. | 0.18% | 0.13% |
| Bajaj Holdings & Investment Ltd | 0.18% | 0.12% |
| HDFC Asset Management Company Ltd. | 0.18% | 0.12% |
| GAIL (India) Ltd. | 0.18% | 0.12% |
| AUTHUM INVESTMENT & INFRASTRUCTURE LIMITED | 0.18% | 0.12% |
| Bank of Baroda | 0.17% | 0.12% |
| Pidilite Industries Ltd. | 0.17% | 0.12% |
| Indian Railway Catering And Tourism Corp Ltd | 0.17% | 0.12% |
| Abbott India Ltd. | 0.17% | 0.12% |
| Adani Green Energy Limited | 0.17% | 0.12% |
| Wipro Ltd. | 0.16% | 0.12% |
| General Insurance Corporation of India | 0.16% | 0.12% |
| Vedanta Ltd. | 0.17% | 0.11% |
| DLF LIMITED | 0.17% | 0.11% |
| Polycab India Limited | 0.17% | 0.11% |
| Adani Energy Solutions Limited | 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% |
| Jindal Steel Limited. | 0.16% | 0.11% |
| HDB Financial Services Ltd. | 0.16% | 0.11% |
| Premier Energies Limited | 0.15% | 0.11% |
| Canara Bank | 0.15% | 0.11% |
| Patanjali Foods Limited | 0.15% | 0.11% |
| Cochin Shipyard Ltd. | 0.15% | 0.11% |
| K.P.R. MILL LIMITED | 0.15% | 0.11% |
| Bosch Limited | 0.16% | 0.10% |
| Punjab National Bank | 0.15% | 0.10% |
| Narayana Hrudayalaya Limited | 0.15% | 0.10% |
| Global Health Limited | 0.15% | 0.10% |
| GlaxoSmithkline Pharmaceuticals Ltd | 0.14% | 0.10% |
| Rail Vikas Nigam Ltd | 0.14% | 0.10% |
| VODAFONE IDEA LIMITED | 0.14% | 0.10% |
| Hitachi Energy India Ltd. | 0.15% | 0.09% |
| ABB India Ltd. | 0.14% | 0.09% |
| LTM Limited | 0.14% | 0.09% |
| Siemens Ltd. | 0.13% | 0.09% |
| Crisil Limited | 0.13% | 0.09% |
| Godrej Consumer Products Ltd. | 0.13% | 0.09% |
| Bharti Hexacom Limited | 0.13% | 0.09% |
| Union Bank of India | 0.13% | 0.09% |
| Bharat Dynamics Limited | 0.12% | 0.09% |
| NLC India Ltd. | 0.12% | 0.08% |
| Endurance Technologies Ltd. | 0.12% | 0.08% |
| L&T Technology Services Ltd. | 0.11% | 0.08% |
| ESCORTS KUBOTA LIMITED | 0.11% | 0.08% |
| Anthem Biosciences Limited | 0.11% | 0.08% |
| NTPC Green Energy 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% |
| Zydus Lifesciences Limited | 0.11% | 0.07% |
| Hyundai Motor India Limited | 0.11% | 0.07% |
| Muthoot Finance Ltd. | 0.11% | 0.07% |
| Housing and Urban Development Corporation Ltd. | 0.10% | 0.07% |
| Hindustan Zinc Ltd. | 0.10% | 0.07% |
| Tata Investment Corp Ltd | 0.10% | 0.07% |
| United Breweries Ltd. | 0.10% | 0.07% |
| Ambuja Cements Ltd. | 0.09% | 0.07% |
| Godfrey Phillips India Ltd. | 0.10% | 0.06% |
| Hexaware Technologies Ltd. | 0.09% | 0.06% |
| Tata Capital Ltd. | 0.07% | 0.05% |
| Indian Railways Finance Corp. Ltd. | 0.07% | 0.04% |
| Fertilisers And Chemicals Travancore Limited | 0.06% | 0.04% |
| Godrej Industries Ltd. | 0.06% | 0.04% |
| Mazagon Dock Shipbuilders Ltd | 0.06% | 0.04% |
| Indian Overseas Bank | 0.06% | 0.04% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 69.1% means 69.1% 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 HDFC Nifty LargeMidcap 250 Index Fund
Every holding of this fund is also held by the other.
Largest holdings only in Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
| Security | % of fund |
|---|---|
| 6.94% GOI 11-May-2036 | 29.83% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | HDFC Nifty LargeMidcap 250 Index | Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index |
|---|---|---|
| Equity | 98.7% | 68.7% |
| Debt | 0.0% | 29.8% |
| Cash and others | 1.3% | 1.4% |
Market cap of stocks
| Market cap | HDFC Nifty LargeMidcap 250 Index | Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index |
|---|---|---|
| Large Cap | 51.5% | 35.8% |
| Mid Cap | 46.0% | 32.1% |
| Small Cap | 1.3% | 0.9% |
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 Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index |
|---|---|---|
| Banks | 16.8% | 11.8% |
| Pharmaceuticals & Biotechnology | 6.7% | 4.6% |
| Finance | 6.5% | 4.5% |
| IT - Software | 5.5% | 3.8% |
| Retailing | 4.2% | 3.0% |
| Automobiles | 4.0% | 2.8% |
The six largest sectors of each fund's stocks, % of the fund.
HDFC Nifty LargeMidcap 250 Index vs Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | HDFC Nifty LargeMidcap 250 Index Fund | Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.27% | 0.79% |
| Base expense ratio (Direct) | 0.18% | 0.30% |
| 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 Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund: Frequently Asked Questions
What is the difference between HDFC Nifty LargeMidcap 250 Index Fund and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
HDFC Nifty LargeMidcap 250 Index Fund is an Index fund, Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is an Index fund, run by HDFC Mutual Fund and Zerodha Mutual Fund. Their portfolios overlap 69.1%. HDFC Nifty LargeMidcap 250 Index Fund charges 0.27% a year and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund 0.79%.
Which has the lower expense ratio, HDFC Nifty LargeMidcap 250 Index Fund or Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
HDFC Nifty LargeMidcap 250 Index Fund charges less: 0.27% a year against 0.79%. These are the Direct plans' total expense ratios reported to AMFI.
How much do HDFC Nifty LargeMidcap 250 Index Fund and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund overlap?
69.1%. They hold 250 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 Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
On SEBI's riskometer, HDFC Nifty LargeMidcap 250 Index Fund is rated Very High and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Very High. Over their common history, the standard deviation of daily returns was 14.68% and 9.24% a year.
Can I invest in both HDFC Nifty LargeMidcap 250 Index Fund and Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
Yes. 69.1% 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 Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?
HDFC Nifty LargeMidcap 250 Index Fund: Nandita Menezes, Arun Agarwal. Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund: 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.