HYBRID BENCHMARK • 2 PASSIVE SCHEMES

Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Funds & ETFs — Key Metrics

Compare all passive mutual funds and ETFs tracking Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 by live tracking error, direct expense ratio (TER), and AUM.

Data sourced from AMC Factsheets • Updated monthly for 300+ Indian Index Funds & ETFs
2026-09-30
All FundsAll past dates included

Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Category Summary & Statistics

Active Index Funds / ETFs

2

Tracking Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30

Category Avg. Expense Ratio

0.45%

Avg Direct Plan TER

Lowest Expense Ratio

0.30%

Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund

Highest AUM

₹47.42 Cr

Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund

Highest Yield to Maturity

7.19%

Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund

Lowest Tracking Error

0.2200%

Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund

Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 — Key Insights & Category Highlights

Auto-Generated from AMC Factsheets
Category Leaders & Highlights
  • Lowest Tracking Error: Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund leads with 0.22% annualized tracking error (category average is 0.25%).
  • Lowest Cost Leader: Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund charges the lowest direct expense ratio (TER) at 0.30% vs category average of 0.45%.
  • Category Scale: ₹61 Cr combined AUM across 2 schemes (2 Index Funds, 0 ETFs), led by Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund (₹47 Cr).
  • Highest Portfolio Yield: Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund reports the highest Yield to Maturity (YTM) of 7.19%.
Selection Checklist & Watchouts
  • Expense Ratio Spread: Direct TER ranges from 0.30% to 0.60% (a 0.30% annual fee gap that compounds into tracking difference).
  • Tracking Error Variance: Replication error varies from 0.22% to 0.28%. Compare multi-year consistency on the historical chart below.
  • Liquidity Watchout: 2 schemes tracking Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 report AUM under ₹50 Cr; ETF buyers should verify exchange order-book depth and impact cost.

Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Historical Tracking Error & TER Comparison Chart

Historical Metric:
Historical Tracking Error Comparison (%)Tracking Error (%)
Time-series comparison for Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 (2023-10-22 to 2026-10-22)

Fetching historical time-series for Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30...

Category Average Line
Showing 2 of 2 funds
Fund Lines (2)
Hover to highlight on chart, toggle to show/hide

Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 — Fund Directory & Metrics Breakdown

Comprehensive snapshot of Tracking Error (%), TER (%), AUM, and debt indicators for Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30. Click headers to sort.
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund
Mutual FundLow to Moderate0.2200%0.60%₹47.42 Cr7.08%9.14 yrs2026-09-30
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
Mutual FundVery High0.2800%0.30%₹13.87 Cr7.19%9.11 yrs2026-09-30
Note: Data is sourced from AMC Factsheets and updated monthly. Past date funds reflect previous reporting cycles.
Use the Data Freshness toggle at the top to display only funds with the latest data.

Peer Hybrid Benchmark Indices

All Passive FundsHybrid BenchmarksNifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30

3 Hybrid Benchmarks

Evaluation Methodology: Tracking Error, Expense Ratio & Debt Metrics

Tracking Error (SEBI Formula)

Calculated as the annualized standard deviation of daily excess returns: TE = √250 × σ(R_fund − R_index). Lower tracking error signifies tighter replication discipline and minimal cash drag.

Total Expense Ratio (TER) & AUM

A lower TER directly mitigates return drag over compounding horizons. Higher AUM funds generally feature tighter bid-ask spreads on exchange order books and robust secondary market liquidity.

YTM & Modified Duration (Debt)

Yield to Maturity (YTM) indicates gross portfolio yield if securities are held to maturity. Modified duration gauges sensitivity to RBI repo rate changes—shorter duration reduces capital volatility.

Data Sourcing & Update Schedule: All scheme metrics are sourced directly from AMC Factsheets and updated once a month based on the availability and release schedules of factsheets from various AMCs.

Missing Data: Metrics where — is displayed indicate data missing in the AMC's factsheet or that the factsheet itself has not yet been published for the recent month.

Frequently Asked Questions

Frequently Asked Questions on Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Passive Funds