Zerodha Mutual Fund

Zerodha NIFTY 8-13 Yr G-Sec ETF

Zerodha Mutual Fund

Expense Ratio: N/A
Risk: Moderate
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty 8-13 yr G-Sec
Inception: 08-08-2025
Exit Load: Nil
Fund Size:₹91.66 Cr

Performance

1Y
FundN/A
Cat. Avg.3.39%
2Y
FundN/A
Cat. Avg.2.48%
3Y
FundN/A
Cat. Avg.-21.07%
5Y
FundN/A
Cat. Avg.-17.20%
10Y
FundN/A
Cat. Avg.-20.12%
SI
Fund4.46%
Cat. Avg.-5.90%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Government of India (05/05/2035)16.5154.81%
2Government of India (07/10/2034)9.3831.14%
3Government of India (06/10/2035)4.0013.29%
4Clearing Corporation of India Limited0.451.49%
5Net Receivable / Payable-0.22-0.73%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI08 Sep, 255500056447+2.6%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI20 Aug, 251 L.1.04 L.+4.5%N/A

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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