Zerodha Life Cycle Fund 2031 - Growth - Direct Plan
Investment Objective
The primary objective of the Zerodha Life Cycle Fund 2031 is to provide a goal-based investment solution that 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 thetarget date approaches.There is no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Mandate
Portfolio holdings not disclosed for this fund yet.
360 ONE Multi Asset Allocation Fund - Growth - Direct Plan and 4 more peers in this category.
Build comparisonCategory avg is the average return of every scheme in this fund's SEBI class (Life Cycle Funds) over the same period. Return basis follows each class's underlying asset type, so it varies within this category: absolute or annualised up to 1 year, CAGR beyond.
This fund doesn't have enough return history yet to project an investment.
Risk metrics are not available for this fund.
This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.
General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.