Aeterna Wealth
Index Fund · Direct plan · Growth

Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct)

Zerodha CASE Mutual Fund · benchmark Nifty Largemidcap 250 TRI · 3.0 years old · AMFI code 152157

A
Track-record rating: 2 of 6 in Index: NIFTY LARGEMIDCAP 250

A (top 30%), score 68.8 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.1%1.9%+0.2%2 / 6
1 year0.1%-0.2%+0.3%1 / 6
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Tracking difference, 1Y0.33%
Tracking error, 1Y0.05%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct plan)?

₹14.32 on 5 Nov 2026 (Growth option).

What is the expense ratio of Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct)?

0.35% a year.

How is Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund rated?

A: 2 of 6 Direct plans in Index: NIFTY LARGEMIDCAP 250, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Zerodha CASE Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.