Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Ticker: mf13539
Decent
66/100
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Business Overview
The Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is designed for Indian investors looking to save on taxes while investing in a diversified portfolio of large and mid-cap stocks. This fund not only offers tax benefits under Section 80C but also aims for long-term capital appreciation by tracking the performance of the Nifty LargeMidcap 250 Index. It's an ideal choice for those seeking a blend of tax savings and potential growth in the equity market.
- Tax benefits under Section 80C
- Diversified exposure to large and mid-cap stocks
- Long-term capital appreciation potential
- Managed by a trusted brand, Zerodha
- Ideal for tax-conscious investors
- Tracks the performance of a well-established index
Investment Thesis
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund offers a strategic opportunity for investors looking to benefit from India's expanding equity market while enjoying tax benefits.
- Backed by Zerodha, a trusted name in Indian fintech, ensuring strong management and credibility.
- Capitalizes on the growing digital services sector, which is expected to drive significant returns.
- Offers exposure to a diversified portfolio of large and mid-cap stocks, enhancing risk-adjusted returns.
- Valuation metrics are favorable compared to peers, presenting a compelling entry point for investors.
- Provides tax-saving benefits under Section 80C, making it a dual advantage investment.
📊 Stock Investment Checklist (100 Points)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund • Updated: 2025-09-29 16:44:41
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed in underlying assets.
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10ProfitabilityHighROE and ROCE are healthy, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighStrong balance sheet with low debt and good liquidity.
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6GovernanceGoodPromoter holding is stable, but some concerns about disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious about execution risks.