Zerodha Launches New Life Cycle Funds for 2036 & 2041 Goals
By Sivam
Zerodha Mutual Fund introduces open-ended Life Cycle Funds for 2036 and 2041, offering goal-based investing with a structured glide path. NFO opens June 19.
Zerodha MF Launches New Life Cycle Funds
Zerodha Mutual Fund has introduced two new open-ended schemes: the Zerodha Life Cycle Fund 2036 and Zerodha Life Cycle Fund 2041. These funds are structured with pre-defined maturity dates and a glide path, aiming to support goal-based investing for its users.
Key Details of the New Fund Offers
- The New Fund Offer (NFO) for both schemes opens on June 19, 2026, and closes on July 07, 2026.
- There is no entry load applicable for either scheme.
- The minimum subscription amount for both funds is Rs 100, with any amount accepted thereafter.
Exit Load Structure
- 3% if redeemed up to 1 year.
- 2% for more than 1 year and up to 2 years.
- 1% for more than 2 years and up to 3 years.
- NIL for more than 3 years.
Benchmarking
- Zerodha Life Cycle Fund 2036 will be benchmarked with 50% Nifty 200 TRI + 5% Domestic price.
- Zerodha Life Cycle Fund 2041 will be benchmarked with 65% Nifty 200 TRI + 5% Domestic price.