NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Zerodha Life Cycle Fund 2036 - Direct (G)
Fund Type	Life Cycle Funds
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹100
Expense Ratio	1.02%
NAV	₹9.96 (11 Nov 2026)
Fund Size	₹20.87 Cr
Fund Started	10 Jul 2026
Lock-in Period	No lock-in
Exit Load	Up to 1 year - 3% More than 1 year and up to 2 years - 2% More than 2 years and up to 3 years - 1% More than 3 years - NIL.

Returns	Zerodha Life Cycle Fund 2036 - Direct (G)
1M	3.89%
3M	-2.20%
6M	—
1Y	—
3Y	—
5Y	—
Since Inception	-0.84%

Trailing risk-adjusted performance measures

Risk Ratio	Zerodha Life Cycle Fund 2036 - Direct (G)
Alpha	-20.84
Beta	0.38
Sharpe	-2.88
Standard Deviation	3.01

Holding Analysis	Zerodha Life Cycle Fund 2036 - Direct (G)
Top 5 Holdings	37.29%
Top 10 Holdings	46.40%
Portfolio Turnover	—
Equity	66.74%
Debt	24.16%
Cash	—

Name	Assets
GSEC2036Govt. Securities	21.67%
Zerodha Gold ETFIndian Mutual Funds	4.47%
Zerodha Silver ETFIndian Mutual Funds	4.42%
HDFC Bank LtdEquity	4.24%
C C IReverse Repo	2.49%
ICICI Bank LtdEquity	2.36%
Axis Bank LtdEquity	2.36%
Reliance Industries...Equity	1.98%
Bharti Airtel LtdEquity	1.32%
Larsen & Toubro LtdEquity	1.09%

Fund Manager	Zerodha Life Cycle Fund 2036 - Direct (G)
Name

About	Zerodha Life Cycle Fund 2036 - Direct (G)
AMC	Zerodha Mutual Fund
Scheme Category	Life Cycle Funds with maturity of 10 years
Benchmark	50% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical Silver + 40% CRISIL 10 year Gilt Index.
Launch Date	19 Jun 2026