Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund vs Zerodha Life Cycle Fund 2036
Direct Plan, Growth option · Data as on 30-10-2026
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is an Index fund and Zerodha Life Cycle Fund 2036 is a mutual fund. Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund charges 0.36% a year and Zerodha Life Cycle Fund 2036 1.02% (Direct plans). Their portfolios overlap 64.1%: they hold 241 of the same securities.
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Index
- Expense ratio
- 0.36%
- NAV
- ₹13.49
Which is better, Zerodha ELSS Tax Saver 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.
- Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index costs less: 0.36% 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 −10.5%.
- Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index holds more in large companies: 52.0% of the fund in large caps against 37.2%.
- Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index is the larger fund: ₹280 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 | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Fund house | Zerodha Mutual Fund | Zerodha Mutual Fund |
| Category | Index | Not available |
| AUM | ₹280 Cr (30-09-2026) | ₹21 Cr (30-09-2026) |
| NAV | ₹13.49 (Direct) | ₹9.41 (Direct) |
| Expense ratio (Direct) | 0.36% | 1.02% |
| Expense ratio (Regular) | Not available | 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 | 08-11-2023 | 10-07-2026 |
| Minimum investment | ₹500 | ₹100 |
| Lock in | None | Not available |
| Fund managers | Kedarnath Mirajkar | Kedarnath Mirajkar |
| Exit load | Nil | Nil |
Zerodha ELSS Tax Saver 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 |
|---|---|---|---|---|---|---|---|
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) | −1.30% | −6.82% | −3.24% | −6.16% | -- | -- | -- |
| Zerodha Life Cycle Fund 2036 (Direct) | −2.14% | −5.76% | -- | -- | -- | -- | -- |
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index vs Zerodha Life Cycle Fund 2036: Year-wise Returns
| Year | ELSS Tax Saver Nifty LargeMidcap 250 IndexZerodha ELSS Tax Saver Nifty LargeMidcap 250 Index | Life Cycle Fund 2036Zerodha Life Cycle Fund 2036 |
|---|---|---|
| 2026to date | −6.81% | -- |
| 2025 | +8.44% | -- |
| 2024 | +18.59% | -- |
Zerodha ELSS Tax Saver 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 Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Zerodha ELSS Tax Saver 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 | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) | Zerodha Life Cycle Fund 2036 (Direct) |
|---|---|---|
| Return (CAGR) | +10.56% | −18.09% |
| Standard deviation | 14.89% | 8.88% |
| Sharpe ratio | 0.31 | -2.63 |
| Sortino ratio | 0.41 | -3.09 |
| Maximum drawdown | −18.7% (28-02-2025) | −8.8% (23-10-2026) |
| Beta | 1.00 | -- |
| Alpha | +0.12% | -- |
From daily NAVs, 10-11-2023 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.
Zerodha ELSS Tax Saver 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 |
|---|---|---|---|---|---|---|
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) | −10.5% | 03-08-2026 | 23-10-2026 | Not yet | -- | −8.6% |
| 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.
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index vs Zerodha Life Cycle Fund 2036: Portfolio Overlap
From each fund's latest monthly portfolio: Zerodha ELSS Tax Saver 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 Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index
- 9
- Only in Zerodha Life Cycle Fund 2036
- 12
| Security | % of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index | % of Zerodha Life Cycle Fund 2036 |
|---|---|---|
| HDFC Bank Limited | 4.22% | 4.24% |
| ICICI Bank Limited | 3.68% | 2.36% |
| Reliance Industries Limited | 3.08% | 1.98% |
| Axis Bank Limited | 1.37% | 2.36% |
| Bharti Airtel Limited | 2.08% | 1.32% |
| Larsen & Toubro Limited | 1.71% | 1.09% |
| State Bank of India | 1.54% | 0.98% |
| Infosys Limited | 1.36% | 0.88% |
| Kotak Mahindra Bank Limited | 1.19% | 0.76% |
| Multi Commodity Exchange of India Limited | 1.04% | 0.69% |
| Mahindra & Mahindra Limited | 1.02% | 0.65% |
| Bajaj Finance Limited | 1.02% | 0.64% |
| The Federal Bank Limited | 0.97% | 0.64% |
| ITC Limited | 0.98% | 0.63% |
| Laurus Labs Limited | 0.95% | 0.63% |
| Eternal Limited | 0.90% | 0.58% |
| One 97 Communications Limited | 0.89% | 0.58% |
| Hero MotoCorp Limited | 0.84% | 0.55% |
| Tata Consultancy Services Limited | 0.81% | 0.52% |
| Bharat Heavy Electricals Limited | 0.75% | 0.49% |
| Coforge Limited | 0.75% | 0.49% |
| BSE Ltd | 0.49% | 1.03% |
| Sun Pharmaceutical Industries Limited | 0.75% | 0.48% |
| IndusInd Bank Limited | 0.73% | 0.48% |
| Titan Company Limited | 0.74% | 0.47% |
| AU Small Finance Bank Limited | 0.72% | 0.47% |
| PERSISTENT SYSTEMS LTD | 0.71% | 0.46% |
| Dixon Technologies (India) Limited | 0.67% | 0.45% |
| IDFC First Bank Limited | 0.67% | 0.44% |
| Bharat Forge Limited | 0.66% | 0.42% |
| GE Vernova T&D India Limited | 0.64% | 0.42% |
| Hindustan Unilever Limited | 0.65% | 0.41% |
| Life Insurance Corporation Of India | 0.62% | 0.41% |
| Lupin Limited | 0.61% | 0.40% |
| Suzlon Energy Limited | 0.59% | 0.39% |
| Tata Steel Limited | 0.59% | 0.39% |
| Indus Towers Limited | 0.59% | 0.39% |
| NTPC Limited | 0.59% | 0.39% |
| Info Edge (India) Limited | 0.58% | 0.39% |
| Maruti Suzuki India Limited | 0.60% | 0.38% |
| Aurobindo Pharma Limited | 0.57% | 0.38% |
| Ashok Leyland Limited | 0.54% | 0.37% |
| FSN E-Commerce Ventures Limited | 0.54% | 0.36% |
| Bharat Electronics Limited | 0.54% | 0.35% |
| Hindalco Industries Limited | 0.53% | 0.34% |
| Shriram Finance Limited | 0.53% | 0.34% |
| Marico Limited | 0.51% | 0.34% |
| Fortis Healthcare Limited | 0.49% | 0.34% |
| ICICI Lombard General Insurance Company Limited | 0.48% | 0.33% |
| Adani Ports and Special Economic Zone Limited | 0.55% | 0.32% |
| UltraTech Cement Limited | 0.50% | 0.32% |
| HCL Technologies Limited | 0.50% | 0.32% |
| APL Apollo Tubes Limited | 0.49% | 0.32% |
| Yes Bank Ltd | 0.45% | 0.31% |
| PB Fintech Limited | 0.46% | 0.30% |
| Bajaj Auto Limited | 0.46% | 0.30% |
| Max Financial Services Limited | 0.45% | 0.30% |
| JSW Steel Limited | 0.47% | 0.29% |
| SWIGGY LIMITED | 0.46% | 0.29% |
| Divi's Laboratories Limited | 0.46% | 0.29% |
| Power Grid Corporation of India Limited | 0.46% | 0.29% |
| The Phoenix Mills Limited | 0.44% | 0.29% |
| InterGlobe Aviation Limited | 0.44% | 0.29% |
| Grasim Industries Limited | 0.45% | 0.28% |
| SRF Limited | 0.44% | 0.28% |
| Glenmark Pharmaceuticals Limited | 0.43% | 0.28% |
| Radico Khaitan Limited | 0.42% | 0.27% |
| Hindustan Petroleum Corporation Limited | 0.41% | 0.27% |
| GMR Airports Limited | 0.41% | 0.27% |
| Asian Paints Limited | 0.42% | 0.26% |
| Coal India Limited | 0.39% | 0.26% |
| UPL Limited | 0.37% | 0.26% |
| Aditya Birla Capital Limited | 0.40% | 0.25% |
| APAR INDUSTRIES LTD | 0.40% | 0.24% |
| Bajaj Finserv Limited | 0.39% | 0.24% |
| Eicher Motors Limited | 0.38% | 0.24% |
| National Aluminium Company Limited | 0.38% | 0.24% |
| Alkem Laboratories Limited | 0.38% | 0.24% |
| JSW Energy Limited | 0.37% | 0.24% |
| Sundaram Finance Limited | 0.37% | 0.24% |
| Nestle India Limited | 0.36% | 0.24% |
| MphasiS Limited | 0.35% | 0.24% |
| MRF Limited | 0.31% | 0.24% |
| Tech Mahindra Limited | 0.38% | 0.23% |
| TVS Motor Company Limited | 0.37% | 0.23% |
| Vishal Mega Mart Limited | 0.35% | 0.23% |
| Mankind Pharma Limited | 0.35% | 0.23% |
| Hindustan Aeronautics Limited | 0.34% | 0.23% |
| KEI Industries Limited | 0.34% | 0.23% |
| Indian Bank | 0.35% | 0.22% |
| NHPC Limited | 0.34% | 0.22% |
| TUBE INVESTMENTS OF INDIA LTD | 0.31% | 0.22% |
| Tata Motors Limited | 0.34% | 0.21% |
| Oil & Natural Gas Corporation Limited | 0.34% | 0.21% |
| Trent Limited | 0.34% | 0.21% |
| 360 ONE WAM LIMITED | 0.33% | 0.21% |
| IPCA Laboratories Limited | 0.33% | 0.21% |
| NMDC Limited | 0.33% | 0.21% |
| Adani Power Limited | 0.33% | 0.21% |
| Steel Authority of India Limited | 0.32% | 0.21% |
| Biocon Limited | 0.32% | 0.21% |
| Page Industries Limited | 0.28% | 0.21% |
| Adani Enterprises Limited | 0.38% | 0.20% |
| Apollo Hospitals Enterprise Limited | 0.33% | 0.20% |
| Lloyds Metals And Energy Limited | 0.32% | 0.20% |
| Havells India Limited | 0.31% | 0.20% |
| Prestige Estates Projects Limited | 0.31% | 0.20% |
| Oracle Financial Services Software Limited | 0.31% | 0.20% |
| Oil India Limited | 0.30% | 0.20% |
| SBI Life Insurance Company Limited | 0.30% | 0.19% |
| Voltas Limited | 0.30% | 0.19% |
| Dr. Reddy's Laboratories Limited | 0.29% | 0.19% |
| Jindal Stainless Limited | 0.29% | 0.19% |
| Colgate Palmolive (India) Limited | 0.29% | 0.19% |
| Torrent Power Limited | 0.29% | 0.19% |
| Lenskart Solutions Limited | 0.62% | 0.18% |
| Cipla Limited | 0.29% | 0.18% |
| Dabur India Limited | 0.28% | 0.18% |
| WAAREE ENERGIES LIMITED | 0.28% | 0.18% |
| L&T Finance Limited | 0.28% | 0.18% |
| Jio Financial Services Limited | 0.28% | 0.18% |
| Samvardhana Motherson International Limited | 0.28% | 0.18% |
| Supreme Industries Limited | 0.27% | 0.18% |
| Godrej Properties Limited | 0.27% | 0.18% |
| Petronet LNG Limited | 0.26% | 0.18% |
| UNO Minda Limited | 0.26% | 0.18% |
| JK Cement Limited | 0.26% | 0.18% |
| Max Healthcare Institute Limited | 0.27% | 0.17% |
| Cholamandalam Investment and Finance Company Limited | 0.27% | 0.17% |
| Torrent Pharmaceuticals Limited | 0.27% | 0.17% |
| Oberoi Realty Limited | 0.26% | 0.17% |
| Coromandel International Limited | 0.26% | 0.17% |
| KALYAN JEWELLERS INDIA LIMITED | 0.26% | 0.17% |
| Mahindra & Mahindra Financial Services Limited | 0.26% | 0.17% |
| JSW Infrastructure Limited | 0.26% | 0.17% |
| Polycab India Limited | 0.17% | 0.35% |
| The Indian Hotels Company Limited | 0.79% | 0.16% |
| Cummins India Limited | 0.25% | 0.16% |
| Bharat Petroleum Corporation Limited | 0.24% | 0.16% |
| Tata Consumer Products Limited | 0.24% | 0.16% |
| Avenue Supermarts Limited | 0.24% | 0.16% |
| BLUE STAR LTD | 0.24% | 0.16% |
| Tata Motors Passenger Vehicles Limited | 0.23% | 0.16% |
| The Tata Power Company Limited | 0.23% | 0.16% |
| Tata Communications Limited | 0.24% | 0.15% |
| Nippon Life India Asset Management Limited | 0.24% | 0.15% |
| Gujarat Fluorochemicals Limited | 0.23% | 0.15% |
| Varun Beverages Limited | 0.23% | 0.15% |
| ITC Hotels Limited | 0.23% | 0.15% |
| PI Industries Limited | 0.23% | 0.15% |
| LG Electronics India Limited | 0.22% | 0.15% |
| ICICI Prudential Life Insurance Company Limited | 0.22% | 0.15% |
| Hitachi Energy India Limited | 0.15% | 0.31% |
| CG Power and Industrial Solutions Limited | 0.23% | 0.14% |
| Exide Industries Limited | 0.23% | 0.14% |
| Britannia Industries Limited | 0.22% | 0.14% |
| Jubilant Foodworks Limited | 0.22% | 0.14% |
| SBI Cards and Payment Services Limited | 0.21% | 0.14% |
| Balkrishna Industries Limited | 0.21% | 0.14% |
| Adani Total Gas Limited | 0.20% | 0.14% |
| Vodafone Idea Limited | 0.14% | 0.28% |
| ICICI Prudential AMC Ltd | 0.23% | 0.13% |
| HDFC Life Insurance Company Limited | 0.22% | 0.13% |
| Astral Limited | 0.21% | 0.13% |
| Ajanta Pharma Limited | 0.20% | 0.13% |
| Container Corporation of India Limited | 0.19% | 0.13% |
| Schaeffler India Limited | 0.19% | 0.13% |
| AIA Engineering Limited | 0.18% | 0.13% |
| LIC Housing Finance Limited | 0.20% | 0.12% |
| Indian Oil Corporation Limited | 0.20% | 0.12% |
| Bank of Maharashtra | 0.20% | 0.12% |
| Bank of India | 0.19% | 0.12% |
| Motilal Oswal Financial Services Limited | 0.19% | 0.12% |
| HDFC Asset Management Company Limited | 0.18% | 0.12% |
| Power Finance Corporation Limited | 0.18% | 0.12% |
| Authum Investment & Infrastructure Ltd. | 0.18% | 0.12% |
| Billionbrains Garage Ventures Ltd. | 0.32% | 0.11% |
| Solar Industries India Limited | 0.19% | 0.11% |
| Bajaj Holdings & Investment.Ltd | 0.18% | 0.11% |
| GAIL (India) Limited | 0.18% | 0.11% |
| Vedanta Limited | 0.18% | 0.11% |
| Pidilite Industries Limited | 0.18% | 0.11% |
| DLF Limited | 0.17% | 0.11% |
| Indian Railway Catering & Tourism Corp | 0.17% | 0.11% |
| Adani Green Energy Limited | 0.17% | 0.11% |
| Adani Energy Solutions Limited | 0.17% | 0.11% |
| Dalmia Bharat Limited | 0.16% | 0.11% |
| Thermax Limited | 0.16% | 0.11% |
| Berger Paints (I) Limited | 0.16% | 0.11% |
| Linde India Limited | 0.16% | 0.11% |
| General Insurance Corporation of India | 0.16% | 0.11% |
| HDB Financial Services Limited | 0.16% | 0.11% |
| United Spirits Limited | 0.49% | 0.10% |
| Bank of Baroda | 0.17% | 0.10% |
| Wipro Limited | 0.17% | 0.10% |
| Abbott India Limited | 0.17% | 0.10% |
| Canara Bank | 0.16% | 0.10% |
| Jindal Steel Limited | 0.16% | 0.10% |
| Punjab National Bank | 0.15% | 0.10% |
| LTM Limited | 0.15% | 0.10% |
| Patanjali Foods Limited | 0.15% | 0.10% |
| K.P.R. Mill Limited | 0.15% | 0.10% |
| REC Limited | 0.46% | 0.09% |
| Bosch Limited | 0.16% | 0.09% |
| Cochin Shipyard Limited | 0.16% | 0.09% |
| GLOBAL HEALTH LIMITED | 0.15% | 0.09% |
| GlaxoSmithKline Pharmaceuticals Limited | 0.14% | 0.09% |
| Rail Vikas Nigam Limited | 0.14% | 0.09% |
| Godrej Consumer Products Limited | 0.13% | 0.09% |
| Bharat Dynamics Limited | 0.13% | 0.09% |
| Bharti Hexacom Limited | 0.13% | 0.09% |
| Lodha Developers Limited | 0.41% | 0.08% |
| Premier Energies Limited | 0.16% | 0.08% |
| ABB India Limited | 0.14% | 0.08% |
| Siemens Limited | 0.13% | 0.08% |
| CRISIL Limited | 0.13% | 0.08% |
| Union Bank of India | 0.13% | 0.08% |
| Endurance Technologies Limited | 0.12% | 0.08% |
| Indian Renewable Energy Development Agency Limited | 0.11% | 0.08% |
| Bajaj Housing Finance Limited | 0.11% | 0.08% |
| Muthoot Finance Limited | 0.11% | 0.08% |
| Neyveli Lignite Corporation Ltd. | 0.12% | 0.07% |
| L&T Technology Services Limited | 0.11% | 0.07% |
| Escorts Kubota Limited | 0.11% | 0.07% |
| Hyundai Motor India Limited | 0.11% | 0.07% |
| Tata Investment Corporation Ltd. | 0.10% | 0.07% |
| United Breweries Limited | 0.10% | 0.07% |
| Shree Cement Limited | 0.37% | 0.06% |
| Zydus Lifesciences Limited | 0.11% | 0.06% |
| Anthem Biosciences Limited | 0.11% | 0.06% |
| NTPC Green Energy Limited | 0.11% | 0.06% |
| Siemens Energy India Limited | 0.11% | 0.06% |
| Hindustan Zinc Limited | 0.11% | 0.06% |
| Housing & Urban Development Corporation Limited | 0.10% | 0.06% |
| Godfrey Phillips India Limited | 0.10% | 0.05% |
| Ambuja Cements Limited | 0.09% | 0.05% |
| Hexaware Technologies Limited | 0.09% | 0.05% |
| Tata Capital Ltd | 0.07% | 0.04% |
| Mazagon Dock Shipbuilders Limited | 0.06% | 0.04% |
| Indian Railway Finance Corporation Limited | 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 Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
| Security | % of fund |
|---|---|
| Embassy Office Parks REIT | 0.47% |
| Piramal Finance Limited | 0.33% |
| Vedanta Aluminium Metal Limited | 0.27% |
| Meesho Limited | 0.26% |
| Aster DM Healthcare Limited | 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 | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Equity | 99.6% | 66.7% |
| Debt | 0.0% | 21.7% |
| Cash and others | 0.4% | 11.6% |
Market cap of stocks
| Market cap | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Large Cap | 52.0% | 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 | Zerodha ELSS Tax Saver 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.
Zerodha ELSS Tax Saver 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 | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Total expense ratio (Direct) | 0.36% | 1.02% |
| Base expense ratio (Direct) | 0.25% | 0.42% |
| Base expense ratio (Regular) | 0.00% | 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.
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund vs Zerodha Life Cycle Fund 2036: Frequently Asked Questions
What is the difference between Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund and Zerodha Life Cycle Fund 2036?
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is an Index fund, Zerodha Life Cycle Fund 2036 is a mutual fund, run by Zerodha Mutual Fund. Their portfolios overlap 64.1%. Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund charges 0.36% a year and Zerodha Life Cycle Fund 2036 1.02%.
Which has the lower expense ratio, Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund or Zerodha Life Cycle Fund 2036?
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund charges less: 0.36% a year against 1.02%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Zerodha ELSS Tax Saver 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, Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund or Zerodha Life Cycle Fund 2036?
On SEBI's riskometer, Zerodha ELSS Tax Saver 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 14.89% and 8.88% a year.
Can I invest in both Zerodha ELSS Tax Saver 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 Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund and Zerodha Life Cycle Fund 2036?
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund: Kedarnath Mirajkar. 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.