Zerodha Nifty LargeMidcap 250 Index Fund option

by Zerodha Mutual Fund · Direct Plan · Growth
5.7 / 10
BullWiser Honest Score
4.6%
1Y Return
12.5%
3Y CAGR
--
Exp. Ratio
Zerodha Nifty LargeMidcap 250 Index Fund option is a below-average performer in its category with a BullWiser Honest Score of 5.7/10 — above the Other Scheme - Index Funds category median of 5.2/10 across 344 funds. Its 3-year CAGR of 12.5% outperforms the Other Scheme - Index Funds category average of 6.7% by +5.7 percentage points. As a Direct plan, Zerodha Nifty LargeMidcap 250 Index Fund option eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
Zerodha Nifty LargeMidcap 250 Index Fund option
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
4.6%
3Y CAGR
12.5%

vs Category Average — Other Scheme - Index Funds

This fund
+5.7% vs category avg
TER data not available
This fund
+0.5 vs category avg

Category: Other Scheme - Index Funds · 344 Direct-plan funds compared · 2% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Zerodha Nifty LargeMidcap 250 Index Fund option?
Zerodha Nifty LargeMidcap 250 Index Fund option has a BullWiser Honest Score of 5.7/10 (BELOW AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Zerodha Nifty LargeMidcap 250 Index Fund option?
The Total Expense Ratio (TER) of Zerodha Nifty LargeMidcap 250 Index Fund option Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Zerodha Nifty LargeMidcap 250 Index Fund option?
Zerodha Nifty LargeMidcap 250 Index Fund option has delivered 4.6% 1-year returns and 12.5% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Zerodha Nifty LargeMidcap 250 Index Fund option a good investment?
BullWiser rates Zerodha Nifty LargeMidcap 250 Index Fund option as BELOW AVERAGE (Honest Score 5.7/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Other Scheme - Index Funds category.
How does Direct Plan differ from Regular Plan for Zerodha Nifty LargeMidcap 250 Index Fund option?
The Direct plan of Zerodha Nifty LargeMidcap 250 Index Fund option has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

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⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor. Honest Scores and verdicts are algorithmic assessments based on publicly available data. They are not buy/sell recommendations. Please consult a financial advisor before investing. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.