Zerodha Nifty LargeMidcap 250 Index Fund
Direct · Growth ₹13.17
23 Oct 2026
NAV
7.0%
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.
0.06
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 | ₹12.37 L | 5.6% | -21.0% | 41.9% |
| 3 Years | ₹36.00 L | ₹37.11 L | 2.0% | -0.0% | 3.1% |
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 | 5.6% | 14.3% | 4.9% | -8.7% |
| 3 Years | 2.0% | 11.0% | 10.3% | -9.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.0% | 5.8% | -7.7% | 33.3% | 0.06 | 0.12 | 86% | — | — |
-18.7%
Max Drawdown
5 mo
Drawdown Duration
9 mo
Recovery Time
-4.2%
Avg Drawdown
Calmar Ratio by Duration
0.37
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.50 | 1.02 | 102.0% | 94.1% | -3.3% | -9.5% |
| 3 Years | +4.97 | 1.03 | 104.6% | 98.2% | 10.9% | 6.0% |
| 5 Years | +2.97 | 1.03 | 104.6% | 98.2% | 6.4% | 3.5% |
| 7 Years | +2.16 | 1.03 | 104.6% | 98.2% | 4.5% | 2.5% |
| 10 Years | +1.56 | 1.03 | 104.6% | 98.2% | 3.2% | 1.8% |
| 12 Years | +1.34 | 1.03 | 104.6% | 98.2% | 2.6% | 1.5% |
| 15 Years | +1.10 | 1.03 | 104.6% | 98.2% | 2.1% | 1.2% |