Zerodha Life Cycle Fund 2031 Direct-Growth
Hybrid: Life Cycle - Growth (Open ended) Factsheet
NAV: —+0.00%
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1 Week returns: -
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1 Month returns: -
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1 Year CAGR: -
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3 Years CAGR: -
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5 Years CAGR: -
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Key Talking Points
Important talking points about the scheme's performance, expense ratio and other factors — grouped by positive, negative, and neutral stance.
Positive
Not enough talking points with positive stance
Negative
Not enough talking points with negative stance
Neutral
Not enough performance data
Since this is a relatively new scheme (less than 3 years), we do not have sufficient data to conduct meaningful performance analysis
Scheme Overview
The Scheme seeks to generate 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.
Plan Variants
No variants available.
Fund Managers
Key Scheme Details
Inception
17 Sep 2026
Expense Ratio
-
AUM
-
Lock in
No lock in
Taxation
-
Min. Investment
₹100
Min. Addl Investment
-
Min. SIP Investment
₹100
Exit load
Exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 years and 1% if redeemed after 2 years but within 3 years.
AMC Overview
Zerodha Mutual Fund background and AUM insights, category-wise distribution and historical AUM growth.
AMC Details
AMC
Zerodha Mutual Fund
CEO
Vishal Jain(Chief Executive Officer)
IRO
Vaibhav Jalan
Trustee
Zerodha Trustee Private Limited
Address
153/154, 4th Cross, J.P Nagar 4th Phase,, Opp. Clarence Public School,, Bengaluru
Frequently Asked Questions
What is the current NAV of Zerodha Life Cycle Fund 2031 Direct-Growth?
The current NAV of Zerodha Life Cycle Fund 2031 Direct-Growth is - as of -. The NAV of a mutual fund reflects the per-unit market value of the fund's holdings and is updated at the end of every trading day.
What is the AUM of Zerodha Life Cycle Fund 2031 Direct-Growth?
The AUM (Assets Under Management) of Zerodha Life Cycle Fund 2031 Direct-Growth is -. AUM represents the total market value of assets the fund currently manages on behalf of its investors.
What is the expense ratio of Zerodha Life Cycle Fund 2031 Direct-Growth?
The expense ratio of Zerodha Life Cycle Fund 2031 Direct-Growth is -% per annum. This is the annual fee charged by the fund house to manage your investment. A lower expense ratio means more of your returns stay with you — which is one reason direct plans have a lower expense ratio than regular plans.
Who is the fund manager of Zerodha Life Cycle Fund 2031 Direct-Growth?
Zerodha Life Cycle Fund 2031 Direct-Growth is managed by Kedarnath Mirajkar. You can check the full list of fund managers in the "Fund Manager" section above.
What is the benchmark of Zerodha Life Cycle Fund 2031 Direct-Growth?
The benchmark of Zerodha Life Cycle Fund 2031 Direct-Growth is -. This is the index against which the fund's performance is measured. Consistently beating the benchmark over long periods is a key indicator of a fund manager's skill.
When was Zerodha Life Cycle Fund 2031 Direct-Growth launched?
Zerodha Life Cycle Fund 2031 Direct-Growth was launched on 17 Sep 2026. The fund has been in existence for -1 years. A longer track record gives investors more data to evaluate how the fund has performed across different market cycles.
What is the minimum investment in Zerodha Life Cycle Fund 2031 Direct-Growth?
The minimum investment in Zerodha Life Cycle Fund 2031 Direct-Growth is ₹100 for a lump sum and ₹100 per month for a SIP (Systematic Investment Plan). SIPs allow you to invest a fixed amount regularly, making it easier to build wealth over time without needing a large upfront amount.
What is the exit load on Zerodha Life Cycle Fund 2031 Direct-Growth?
Zerodha Life Cycle Fund 2031 Direct-Growth has an exit load — Exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 years and 1% if redeemed after 2 years but within 3 years.. Exit load is charged to discourage early withdrawals and protect long-term investors in the fund.
What category does Zerodha Life Cycle Fund 2031 Direct-Growth belong to?
Zerodha Life Cycle Fund 2031 Direct-Growth belongs to the Hybrid: Life Cycle category. You can view other funds in this category.