NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G)	Motilal Oswal Nifty 500 Index Fund - Direct (G)
Fund Type	Other	Other
Risk	Very High	Very High
Min SIP Amount	₹100	₹100
Min Lumpsum	₹100	₹500
Expense Ratio	0.38%	0.23%
NAV	₹14.59 (11 Nov 2026)	₹27.83 (11 Nov 2026)
Fund Size	₹1,569.35 Cr	₹3,085.94 Cr
Fund Started	08 Nov 2023	06 Sept 2019
Lock-in Period	No lock-in	No lock-in
Exit Load	Nil.	1%If redeemed on or before 15 days from the date of allotment NilIf redeemed after 15 days from the date of allotment

Returns	Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G)	Motilal Oswal Nifty 500 Index Fund - Direct (G)
1M	7.15%	7.83%
3M	-1.30%	-0.50%
6M	1.59%	2.60%
1Y	1.77%	0.98%
3Y	13.08%	11.79%
5Y	—	9.44%
Since Inception	13.08%	15.17%

Trailing risk-adjusted performance measures

Risk Ratio	Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G)	Motilal Oswal Nifty 500 Index Fund - Direct (G)
Alpha	0.06	-0.24
Beta	1.00	1.00
Sharpe	0.26	0.31
Standard Deviation	4.61	4.50

Holding Analysis	Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G)	Motilal Oswal Nifty 500 Index Fund - Direct (G)
Top 5 Holdings	14.76%	20.45%
Top 10 Holdings	21.44%	29.70%
Portfolio Turnover	0.11	0.13
Equity	100.08%	100.00%
Debt	1.22%	0.05%
Cash	—	—

Name	Assets
HDFC Bank LtdEquity	5.57%

Fund Manager	Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G)	Motilal Oswal Nifty 500 Index Fund - Direct (G)
Name

About	Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G)	Motilal Oswal Nifty 500 Index Fund - Direct (G)
AMC	Zerodha Mutual Fund	Motilal Oswal Mutual Fund
Scheme Category	Index Fund	Index Fund
Benchmark	Nifty LargeMidcap 250 TRI	Nifty 500 TRI
Launch Date	20 Oct 2023	19 Aug 2019