Mirae Asset Nifty LargeMidcap 250 Index Fund vs Zerodha Life Cycle Fund 2036
Direct Plan, Growth option · Data as on 30-10-2026
Mirae Asset Nifty LargeMidcap 250 Index Fund is an Index fund and Zerodha Life Cycle Fund 2036 is a mutual fund. Mirae Asset Nifty LargeMidcap 250 Index Fund charges 0.43% a year and Zerodha Life Cycle Fund 2036 1.02% (Direct plans). Their portfolios overlap 64.1%: they hold 241 of the same securities.
Mirae Asset Nifty LargeMidcap 250 Index Fund
Index
- Expense ratio
- 0.43%
- NAV
- ₹9.88
Which is better, Mirae Asset Nifty LargeMidcap 250 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.
- Mirae Asset Nifty LargeMidcap 250 Index costs less: 0.43% a year against 1.02% (Direct plans).
- Zerodha Life Cycle Fund 2036 fell less in its worst fall since 13-07-2026: −8.8% against −10.7%.
- Mirae Asset Nifty LargeMidcap 250 Index holds more in large companies: 51.9% of the fund in large caps against 37.2%.
- Mirae Asset Nifty LargeMidcap 250 Index is the larger fund: ₹34 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 | Mirae Asset Nifty LargeMidcap 250 Index Fund | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Fund house | Mirae Asset Mutual Fund | Zerodha Mutual Fund |
| Category | Index | Not available |
| AUM | ₹34 Cr (30-09-2026) | ₹21 Cr (30-09-2026) |
| NAV | ₹9.88 (Direct) | ₹9.41 (Direct) |
| Expense ratio (Direct) | 0.43% | 1.02% |
| Expense ratio (Regular) | 1.03% | 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 | 24-10-2024 | 10-07-2026 |
| Minimum investment | ₹5,000 | ₹100 |
| Lock in | None | Not available |
| Fund managers | Ekta Gala, amp, Ritesh Patel | Kedarnath Mirajkar |
| Exit load | NIL | Nil |
Mirae Asset Nifty LargeMidcap 250 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 |
|---|---|---|---|---|---|---|---|
| Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct) | −1.34% | −6.98% | −3.57% | −6.83% | -- | -- | -- |
| Zerodha Life Cycle Fund 2036 (Direct) | −2.14% | −5.76% | -- | -- | -- | -- | -- |
Mirae Asset Nifty LargeMidcap 250 Index vs Zerodha Life Cycle Fund 2036: Year-wise Returns
| Year | Mirae Asset Nifty LargeMidcap 250 IndexMirae Asset Nifty LargeMidcap 250 Index | Zerodha Life Cycle Fund 2036Zerodha Life Cycle Fund 2036 |
|---|---|---|
| 2026to date | −7.39% | -- |
| 2025 | +7.77% | -- |
Mirae Asset Nifty LargeMidcap 250 Index vs Zerodha Life Cycle Fund 2036: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of Mirae Asset Nifty LargeMidcap 250 Index Fund
Mirae Asset Nifty LargeMidcap 250 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 | Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct) | Zerodha Life Cycle Fund 2036 (Direct) |
|---|---|---|
| Return (CAGR) | +0.06% | −18.09% |
| Standard deviation | 14.66% | 8.88% |
| Sharpe ratio | -0.38 | -2.63 |
| Sortino ratio | -0.52 | -3.09 |
| Maximum drawdown | −15.5% (28-02-2025) | −8.8% (23-10-2026) |
| Beta | 1.00 | -- |
| Alpha | −0.44% | -- |
From daily NAVs, 25-10-2024 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.
Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct)
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 |
|---|---|---|---|---|---|---|
| Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct) | −10.7% | 03-08-2026 | 23-10-2026 | Not yet | -- | −8.7% |
| 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.
Mirae Asset Nifty LargeMidcap 250 Index vs Zerodha Life Cycle Fund 2036: Portfolio Overlap
From each fund's latest monthly portfolio: Mirae Asset Nifty LargeMidcap 250 Index Fund, September 2026; Zerodha Life Cycle Fund 2036, September 2026
Holdings in common
- Overlap
- 64.1%
- Held by both
- 241
- Only in Mirae Asset Nifty LargeMidcap 250 Index
- 9
- Only in Zerodha Life Cycle Fund 2036
- 12
| Security | % of Mirae Asset Nifty LargeMidcap 250 Index | % of Zerodha Life Cycle Fund 2036 |
|---|---|---|
| HDFC Bank Ltd. | 4.21% | 4.24% |
| ICICI Bank Ltd. | 3.68% | 2.36% |
| Reliance Industries Ltd. | 3.08% | 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. | 1.04% | 0.69% |
| Mahindra & Mahindra Ltd. | 1.02% | 0.65% |
| Bajaj Finance Ltd. | 1.02% | 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. | 0.84% | 0.55% |
| Tata Consultancy Services Ltd. | 0.81% | 0.52% |
| BSE Ltd. | 0.49% | 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. | 0.74% | 0.47% |
| AU Small Finance Bank Ltd. | 0.72% | 0.47% |
| Persistent Systems Ltd. | 0.71% | 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 Ltd. | 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% |
| NTPC Ltd. | 0.59% | 0.39% |
| Tata Steel Ltd. | 0.59% | 0.39% |
| Suzlon Energy Ltd. | 0.59% | 0.39% |
| Indus Towers 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% |
| Shriram Finance Ltd. | 0.53% | 0.34% |
| Hindalco Industries Ltd. | 0.53% | 0.34% |
| Marico Ltd. | 0.51% | 0.34% |
| Fortis Healthcare Ltd. | 0.49% | 0.34% |
| ICICI Lombard General Insurance Company Ltd. | 0.48% | 0.33% |
| Adani Ports and 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. | 0.40% | 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% |
| Alkem Laboratories Ltd. | 0.38% | 0.24% |
| Eicher Motors Ltd. | 0.38% | 0.24% |
| National Aluminium Company 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. | 0.33% | 0.24% |
| Tech Mahindra Ltd. | 0.38% | 0.23% |
| TVS Motor Company Ltd. | 0.37% | 0.23% |
| Mankind Pharma Ltd. | 0.35% | 0.23% |
| Vishal Mega Mart 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% |
| Adani Power Ltd. | 0.33% | 0.21% |
| IPCA Laboratories Ltd. | 0.33% | 0.21% |
| NMDC Ltd. | 0.33% | 0.21% |
| Steel Authority of India Ltd. | 0.32% | 0.21% |
| Biocon Ltd. | 0.32% | 0.21% |
| Page Industries Ltd. | 0.29% | 0.21% |
| Adani Enterprises Ltd. | 0.38% | 0.20% |
| Apollo Hospitals Enterprise Ltd. | 0.32% | 0.20% |
| Lloyds Metals And Energy Ltd. | 0.32% | 0.20% |
| Havells India Ltd. | 0.31% | 0.20% |
| Oracle Financial Services Software Ltd. | 0.31% | 0.20% |
| Prestige Estates Projects Ltd. | 0.31% | 0.20% |
| Oil India Ltd. | 0.30% | 0.20% |
| Voltas Ltd. | 0.30% | 0.19% |
| SBI Life Insurance Co. Ltd. | 0.30% | 0.19% |
| Dr. Reddy's Laboratories Ltd. | 0.29% | 0.19% |
| Torrent Power Ltd. | 0.29% | 0.19% |
| Jindal Stainless Ltd. | 0.29% | 0.19% |
| Colgate Palmolive (India) Ltd. | 0.29% | 0.19% |
| Lenskart Solutions Ltd. | 0.62% | 0.18% |
| Cipla Ltd. | 0.29% | 0.18% |
| Waaree Energies Ltd. | 0.28% | 0.18% |
| Samvardhana Motherson International Ltd. | 0.28% | 0.18% |
| L&T Finance Ltd. | 0.28% | 0.18% |
| Jio Financial Services Ltd. | 0.28% | 0.18% |
| Dabur India 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% |
| Torrent Pharmaceuticals Ltd. | 0.27% | 0.17% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.27% | 0.17% |
| Max Healthcare Institute Ltd. | 0.27% | 0.17% |
| Mahindra & Mahindra Financial Services Ltd. | 0.26% | 0.17% |
| JSW Infrastructure Ltd. | 0.26% | 0.17% |
| Kalyan Jewellers India Ltd. | 0.26% | 0.17% |
| Coromandel International Ltd. | 0.26% | 0.17% |
| Oberoi Realty Ltd. | 0.26% | 0.17% |
| Polycab India Ltd. | 0.17% | 0.35% |
| The Indian Hotels Company Ltd. | 0.79% | 0.16% |
| Cummins India Ltd. | 0.25% | 0.16% |
| Blue Star Ltd. | 0.24% | 0.16% |
| Tata Consumer Products Ltd. | 0.24% | 0.16% |
| Avenue Supermarts Ltd. | 0.24% | 0.16% |
| Bharat Petroleum Corporation Ltd. | 0.24% | 0.16% |
| Tata Power Company Ltd. | 0.23% | 0.16% |
| Tata Motors Passenger Vehicles Ltd. | 0.23% | 0.16% |
| Hitachi Energy India Ltd. | 0.15% | 0.31% |
| Tata Communications Ltd. | 0.24% | 0.15% |
| Nippon Life India Asset Management Ltd. | 0.24% | 0.15% |
| PI Industries Ltd. | 0.23% | 0.15% |
| Varun Beverages Ltd. | 0.23% | 0.15% |
| Gujarat Fluorochemicals Ltd. | 0.23% | 0.15% |
| ITC Hotels Ltd. | 0.23% | 0.15% |
| ICICI Prudential Life Insurance Company Ltd. | 0.22% | 0.15% |
| LG Electronics India Ltd. | 0.22% | 0.15% |
| Exide Industries Ltd. | 0.23% | 0.14% |
| CG Power and Industrial Solutions Ltd. | 0.23% | 0.14% |
| Jubilant Foodworks Ltd. | 0.22% | 0.14% |
| Britannia Industries 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 Management Company 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% |
| Schaeffler India Ltd. | 0.19% | 0.13% |
| Container Corporation of India Ltd. | 0.19% | 0.13% |
| AIA Engineering Ltd. | 0.18% | 0.13% |
| Bank of Maharashtra | 0.20% | 0.12% |
| LIC Housing Finance Ltd. | 0.20% | 0.12% |
| Indian Oil Corporation Ltd. | 0.20% | 0.12% |
| Motilal Oswal Financial Services Ltd. | 0.19% | 0.12% |
| Bank of India | 0.19% | 0.12% |
| Power Finance Corporation Ltd. | 0.18% | 0.12% |
| HDFC Asset Management Co. Ltd. | 0.18% | 0.12% |
| Authum Investment & Infrastructure Ltd. | 0.18% | 0.12% |
| Billionbrains Garage Ventures Ltd. | 0.32% | 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% |
| Indian Railway Catering & Tourism Corporation Ltd. | 0.17% | 0.11% |
| DLF Ltd. | 0.17% | 0.11% |
| Adani Energy Solutions Ltd. | 0.17% | 0.11% |
| Adani Green Energy Ltd. | 0.17% | 0.11% |
| Dalmia Bharat Ltd. | 0.16% | 0.11% |
| Linde India Ltd. | 0.16% | 0.11% |
| HDB Financial Services Ltd. | 0.16% | 0.11% |
| General Insurance Corporation of India | 0.16% | 0.11% |
| Thermax Ltd. | 0.16% | 0.11% |
| Berger Paints India Ltd. | 0.16% | 0.11% |
| United Spirits Ltd. | 0.49% | 0.10% |
| Abbott India Ltd. | 0.17% | 0.10% |
| Wipro Ltd. | 0.17% | 0.10% |
| Bank of Baroda | 0.17% | 0.10% |
| Jindal Steel Ltd. | 0.16% | 0.10% |
| Canara Bank | 0.16% | 0.10% |
| Patanjali Foods Ltd. | 0.15% | 0.10% |
| Punjab National Bank | 0.15% | 0.10% |
| K.P.R. Mill Ltd. | 0.15% | 0.10% |
| LTM Ltd. | 0.15% | 0.10% |
| REC Ltd. | 0.46% | 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% |
| Bharti Hexacom Ltd. | 0.13% | 0.09% |
| Bharat Dynamics Ltd. | 0.13% | 0.09% |
| Lodha Developers Ltd. | 0.41% | 0.08% |
| Premier Energies Ltd | 0.16% | 0.08% |
| ABB India Ltd. | 0.14% | 0.08% |
| CRISIL Ltd. | 0.13% | 0.08% |
| Union Bank of India | 0.13% | 0.08% |
| Siemens Ltd. | 0.13% | 0.08% |
| Endurance Technologies Ltd. | 0.12% | 0.08% |
| Muthoot Finance Ltd. | 0.11% | 0.08% |
| Bajaj Housing Finance Ltd. | 0.11% | 0.08% |
| Indian Renewable Energy Development Agency Ltd. | 0.11% | 0.08% |
| NLC India Ltd. | 0.12% | 0.07% |
| Hyundai Motor India Ltd. | 0.11% | 0.07% |
| Escorts Kubota Ltd. | 0.11% | 0.07% |
| L&T Technology Services Ltd. | 0.11% | 0.07% |
| United Breweries Ltd. | 0.10% | 0.07% |
| Tata Investment Corporation Ltd. | 0.10% | 0.07% |
| Shree Cement Ltd. | 0.37% | 0.06% |
| Anthem Biosciences Ltd. | 0.11% | 0.06% |
| Zydus Lifesciences Ltd. | 0.11% | 0.06% |
| Siemens Energy India Ltd. | 0.11% | 0.06% |
| NTPC Green Energy Ltd. | 0.11% | 0.06% |
| Hindustan Zinc Ltd. | 0.11% | 0.06% |
| Housing and Urban Development Corporation Ltd. | 0.10% | 0.06% |
| Godfrey Phillips India Ltd. | 0.10% | 0.05% |
| Ambuja Cements Ltd. | 0.09% | 0.05% |
| Hexaware Technologies 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 Mirae Asset Nifty LargeMidcap 250 Index Fund
| Security | % of fund |
|---|---|
| Embassy Office Parks Reit | 0.47% |
| Piramal Finance Ltd. | 0.33% |
| Vedanta Aluminium Metal Ltd. | 0.27% |
| Meesho Ltd. | 0.26% |
| Aster DM Quality Care 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 | Mirae Asset Nifty LargeMidcap 250 Index | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Equity | 99.5% | 66.7% |
| Debt | 0.0% | 21.7% |
| Cash and others | 0.5% | 11.6% |
Market cap of stocks
| Market cap | Mirae Asset Nifty LargeMidcap 250 Index | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Large Cap | 51.9% | 37.2% |
| Mid Cap | 46.3% | 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 | Mirae Asset Nifty LargeMidcap 250 Index | 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.
Mirae Asset Nifty LargeMidcap 250 Index vs Zerodha Life Cycle Fund 2036: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Mirae Asset Nifty LargeMidcap 250 Index Fund | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Total expense ratio (Direct) | 0.43% | 1.02% |
| Base expense ratio (Direct) | 0.27% | 0.42% |
| Total expense ratio (Regular) | 1.03% | Not available |
| Base expense ratio (Regular) | 0.78% | 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.
Mirae Asset Nifty LargeMidcap 250 Index Fund vs Zerodha Life Cycle Fund 2036: Frequently Asked Questions
What is the difference between Mirae Asset Nifty LargeMidcap 250 Index Fund and Zerodha Life Cycle Fund 2036?
Mirae Asset Nifty LargeMidcap 250 Index Fund is an Index fund, Zerodha Life Cycle Fund 2036 is a mutual fund, run by Mirae Asset Mutual Fund and Zerodha Mutual Fund. Their portfolios overlap 64.1%. Mirae Asset Nifty LargeMidcap 250 Index Fund charges 0.43% a year and Zerodha Life Cycle Fund 2036 1.02%.
Which has the lower expense ratio, Mirae Asset Nifty LargeMidcap 250 Index Fund or Zerodha Life Cycle Fund 2036?
Mirae Asset Nifty LargeMidcap 250 Index Fund charges less: 0.43% a year against 1.02%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Mirae Asset Nifty LargeMidcap 250 Index Fund 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, Mirae Asset Nifty LargeMidcap 250 Index Fund or Zerodha Life Cycle Fund 2036?
On SEBI's riskometer, Mirae Asset Nifty LargeMidcap 250 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 14.66% and 8.88% a year.
Can I invest in both Mirae Asset Nifty LargeMidcap 250 Index Fund 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 Mirae Asset Nifty LargeMidcap 250 Index Fund and Zerodha Life Cycle Fund 2036?
Mirae Asset Nifty LargeMidcap 250 Index Fund: Ekta Gala, amp, Ritesh Patel. 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.