Zerodha CASE Mutual Fund: equity and index funds
5 schemes in 1 categories; 1 of 3 rated plans are in the top two tiers of their category. Data as of 5 Nov 2026.
Index Fund (5 plans)
| Fund | Rating | Expense ratio | Tracking difference, 1Y | Tracking error, 1Y | 1Y return | AUM |
|---|---|---|---|---|---|---|
| Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index FundZerodha CASE Mutual Fund | A | 0.35% | 0.33% | 0.05% | 0.1% | ₹289 cr |
| Zerodha CASE Nifty LargeMidcap 250 Index FundZerodha CASE Mutual Fund | B | 0.37% | 0.24% | 0.04% | -0.0% | ₹1,570 cr |
| Zerodha CASE Nifty 50 Index FundZerodha CASE Mutual Fund | C | 0.27% | -0.26% | 0.14% | -3.4% | ₹70 cr |
| Zerodha CASE BSE SENSEX Index FundZerodha CASE Mutual Fund | – | 0.45% | -0.06% | 0.15% | – | ₹19 cr |
| Zerodha CASE Nifty MidSmallcap400 50:50 Index FundZerodha CASE Mutual Fund | – | 0.77% | –% | –% | – | ₹15 cr |
Common questions
How many equity funds does Zerodha CASE Mutual Fund have?
5 equity and index schemes (5 plans, Regular and Direct) across 1 categories, as of 5 Nov 2026.
How do Zerodha CASE Mutual Fund funds rate?
1 of 3 rated plans are in the A+ or A tier, meaning the top 30% of their category on track record. Ratings compare each plan only with peers in the same category and plan type.
Ratings describe past track records and are not a recommendation. Read the scheme documents before investing.