Aeterna Wealth
Index Fund · Direct plan · Growth

Zerodha CASE Nifty LargeMidcap 250 Index Fund (Direct)

Zerodha CASE Mutual Fund · benchmark Nifty Largemidcap 250 TRI · 3.0 years old · AMFI code 152156

B
Track-record rating: 4 of 6 in Index: NIFTY LARGEMIDCAP 250

B (middle of the peer group), score 56.2 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.0%1.9%+0.1%3 / 6
1 year-0.0%-0.2%+0.2%3 / 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, 1Y0.24%
Tracking error, 1Y0.04%

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 Nifty LargeMidcap 250 Index Fund (Direct plan)?

₹14.29 on 5 Nov 2026 (Growth option).

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

0.37% a year.

How is Zerodha CASE Nifty LargeMidcap 250 Index Fund rated?

B: 4 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.