Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Direct · Growth ₹14.59
18 Aug 2026
NAV
7.7%
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.
0.16
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 | ₹12.40 L | 6.3% | -21.0% | 42.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 6.3% | 14.4% | 9.4% | -8.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.7% | 6.8% | -5.6% | 33.4% | 0.16 | 0.33 | 90% | — | — |
-18.7%
Max Drawdown
5 mo
Drawdown Duration
9 mo
Recovery Time
-4.1%
Avg Drawdown
Calmar Ratio by Duration
0.41
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.07 | 1.04 | 106.7% | 94.9% | 5.8% | -2.9% |
| 3 Years | +5.68 | 1.04 | 106.0% | 98.5% | 13.2% | 7.5% |
| 5 Years | +3.39 | 1.04 | 106.0% | 98.5% | 7.7% | 4.4% |
| 7 Years | +2.45 | 1.04 | 106.0% | 98.5% | 5.5% | 3.1% |
| 10 Years | +1.78 | 1.04 | 106.0% | 98.5% | 3.8% | 2.2% |
| 12 Years | +1.51 | 1.04 | 106.0% | 98.5% | 3.1% | 1.8% |
| 15 Years | +1.25 | 1.04 | 106.0% | 98.5% | 2.5% | 1.5% |