Zerodha Life Cycle Fund 2041 Direct Growth

Launch date19 Jun 2026
Allotment date10 Jul 2026
End date07 Jul 2026
NAV₹10.00

Expense ratio, exit load and tax

Expense ratio: --

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

--

Understand terms

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund house & investment objective

Rank (total assets)#50 in India
Total AUM₹16,058.03Cr
Date of Incorporation20 Dec 2021

Zerodha Life Cycle Fund 2041 Direct Growth is a -- Mutual Fund Scheme launched by Zerodha Mutual Fund. This scheme was made available to investors on 20 Dec 2021. The fund currently has an Asset Under Management(AUM) of ₹16,058 Cr and the Latest NAV as of 19 Jun 2026 is ₹10.00. The Zerodha Life Cycle Fund 2041 Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

Investment Objective

The scheme seeks to provide a goal-based investment solution that seeks to generate long-term capital appreciation by investing across various asset classes i.e., Equity, Debt, InvITs, ETCDs, Gold/Silver ETFs. The fund follows a pre-determined maturity and a dynamic glide path strategy across the product lifespan initially maintaining an aggressive stance and automatically transitioning toward a conservative, debt-heavy allocation to protect capital as the target date approaches. ;

Fund house contact details

Address
153/154, 4th Cross, J.P Nagar 4th Phase,Opp. Clarence Public School, Bengaluru 560078
Phone
--
Launch Date
20 Dec 2021

Peer Comparison