Zerodha MF introduces Life Cycle Fund 2036
Zerodha Mutual Fund has launched Zerodha Life Cycle Fund 2036, an open-ended fund with attributes of pre-defined maturity and glide path for goal-based investing. The NFO opens for subscription on June 19, 2026 and closes on July 07, 2026. The Entry Load is not applicable for the scheme. The 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% and More than 3 years – NIL. The minimum subscription amount is Rs Rs 100 and ‘any amount’ thereafter.
The performance of the Scheme will be benchmarked with 50% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical Silver + 40% CRISIL 10-year Gilt Index and its fund manager is Kedarnath Mirajkar.
The investment objective of the scheme is to provide a goal-based investment solution that seeks to generate long-term capital appreciation by investing across various asset classes i.e., Equity, Debt, InvITs, ETCDs, Gold and 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.
