TradePilotMutual funds · Index Funds
Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Zerodha CASE Mutual Fund · Direct plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 152157
- Category
- Index Funds - Equity Funds
- ISIN
- INF0R8F01026
- Plan / option
- Direct / Growth
- Fund age
- 3.0 years
- Rank in category
- 36 of 174 by 3-year CAGR
- Expense ratio (TER)
- 0.35% a year declared 2026-11-09, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +7.2%
3 months▼ -1.5%
6 months▲ +3.0%
1 year▲ +1.9%
3-year CAGR▲ +13.1%
5-year CAGR–
10-year CAGR–
Volatility (3y)15.1%
Sharpe (3y)0.52
Sortino (3y)0.70
Beta vs NIFTY 501.05
Max fall (3y)-18.7%
Computed from NAV (737 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.