Which funds are similar to Zerodha Life Cycle Fund 2041 Direct-Growth?
Funds similar to Zerodha Life Cycle Fund 2041 Direct-Growth in the Hybrid: Life Cycle category include Zerodha Life Cycle Fund 2036 Direct-Growth, ICICI Prudential Life Cycle Fund 2036 Direct-Growth, and ICICI Prudential Life Cycle Fund 2031 Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Zerodha Life Cycle Fund 2041 Direct-Growth in its category?
The category rank of Zerodha Life Cycle Fund 2041 Direct-Growth is shown in the Trailing Returns section above.
How does Zerodha Life Cycle Fund 2041 Direct-Growth's expense ratio compare to similar funds?
Zerodha Life Cycle Fund 2041 Direct-Growth has an expense ratio of 1.39%. The peers Zerodha Life Cycle Fund 2036 Direct-Growth has an expense ratio of 1.29%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Zerodha Life Cycle Fund 2041 Direct-Growth's AUM compare to similar funds?
Zerodha Life Cycle Fund 2041 Direct-Growth has an AUM of ₹14.59 crore. The peers Zerodha Life Cycle Fund 2036 Direct-Growth has an AUM of ₹15.14 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns among similar funds?
The top performing fund in the Hybrid: Life Cycle category is shown in the peer comparison table above.
How does Zerodha Life Cycle Fund 2041 Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Zerodha Life Cycle Fund 2041 Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
