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Zerodha Life Cycle Fund 2036(G)-Direct Plan

Zerodha Life Cycle Fund 2036(G)-Direct Plan

EquityDirect GrowthHigh Risk

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NAV : 16 Sep 2026

₹9.80

Min. SIP amount

₹100

Fund size (AUM)

19 Cr

Expense ratio

0.0%

Launched on

10 Jul 2026

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
0
Would've become
0

Stock Allocation

Stock nameSectorAllocation
6.94% Goi 11-May-2036Government Securities21.67%
Zerodha Gold EtfDomestic Mutual Funds Units - Gold4.53%
Zerodha Silver EtfDomestic Mutual Funds Units - Silver4.53%

Fund Composition

19 Cr

Large Cap

35.20%

Mid Cap

30.73%

Small Cap

1.08%

Others

32.99%

Sector Allocation

19 Cr

Government Securities

21.67%

Bank

13.09%

Finance

6.33%

Automobile & Ancillaries

5.44%

It

5.44%

Healthcare

5.11%

Domestic Mutual Funds Units - Gold

4.53%

Domestic Mutual Funds Units - Silver

4.53%

Others

30.19%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Balanced)

Exit load, stamp duty and tax

Exit load

3% upto 1Y, 2% after 1Y but upto 2Y, 1% after 2Y but upto 3Y, NIL after 3Y

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

KM

Kedarnath Mirajkar

Present

Similar/Peer Fund Comparison

Fund name
Z

Zerodha Life Cycle Fund 2036(G)-Direct Plan

+0.00%
Z

Zerodha Life Cycle Fund 2041(G)-Direct Plan

+0.00%

FAQs

Zerodha Life Cycle Fund 2036(G)-Direct Plan is a part of Zerodha Asset Management Private Limited, it was incepted on 10 Jul 2026. This fund is managed by Kedarnath Mirajkar. It is a Equity type of fund.

The current NAV of Zerodha Life Cycle Fund 2036(G)-Direct Plan is ₹9.80 (as of 16 Sep 2026).

Zerodha Life Cycle Fund 2036(G)-Direct Plan has delivered 0.00% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Zerodha Life Cycle Fund 2036(G)-Direct Plan is ₹100.

The expense ratio of Zerodha Life Cycle Fund 2036(G)-Direct Plan is 0.0%.

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