Zerodha CASE Nifty LargeMidcap 250 Index Fund
Direct · Growth ₹14.40
06 Nov 2026
NAV
6.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.03
Sharpe
-18.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.29%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.36 L | 5.4% | -21.0% | 41.9% |
| 3 Years | ₹36.00 L | ₹37.11 L | 2.2% | -0.0% | 5.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 5.4% | 4.6% |
| 3 Years | 2.2% | 10.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.7% | 5.5% | -7.7% | 33.3% | 0.03 | 0.06 | 84% | — | — |
-18.7%
Max Drawdown
5 mo
Drawdown Duration
9 mo
Recovery Time
-4.2%
Avg Drawdown
Calmar Ratio by Duration
0.36
1Y