Zerodha NIFTY Largemidcap250 Plus 8-13 Yr G-Sec 70 30 Index Fund - Direct Plan - Growth Option

Q: How to check the XIRR of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70 30 Index Fund - Direct Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70 30 Index Fund - Direct Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70 30 Index Fund - Direct Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70 30 Index Fund - Direct Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Zerodha Mutual Fund

Expense Ratio: 0.53

Risk: Very High

Other Scheme - Index Funds

Plan: Direct

Benchmark: Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 TRI

Inception: 01-04-2026

Exit Load: Nil

Fund Size:₹16.50 Cr

Performance

FundN/A

Cat. Avg.-0.92%

FundN/A

Cat. Avg.0.42%

FundN/A

Cat. Avg.9.27%

FundN/A

Cat. Avg.7.81%

10Y

FundN/A

Cat. Avg.11.35%

Fund-2.14%

Cat. Avg.5.56%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	6.94% GOI 11-May-2036	DEBT	G-Sec		Sovereign	6.84%	5.73	29.66%
2	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		0.62	3.20%
3	ICICI Bank Limited	Equity	Listed	Large Cap	Banks		0.50	2.58%
4	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products		0.44	2.29%
5	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services		0.28	1.47%
6	BSE Ltd	Equity	Listed	Large Cap	Capital Markets		0.26	1.36%
7	Larsen & Toubro Limited	Equity	Listed	Large Cap	Construction		0.24	1.27%
8	State Bank of India	Equity	Listed	Large Cap	Banks		0.21	1.11%
9	Axis Bank Limited	Equity	Listed	Large Cap	Banks		0.20	1.01%
10	Infosys Limited	Equity	Listed	Large Cap	IT - Software		0.18	0.92%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 May, 26	30000	29175	-2.8%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	22 Apr, 26	1 L.	97855	-2.1%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.