Zerodha Mutual Fund

Zerodha Life Cycle Fund 2041 - Direct - Growth

Zerodha Mutual Fund

Expense Ratio: 0.49
Risk: -
Hybrid Scheme - Multi Asset Allocation
Plan: Direct
Benchmark: -
Inception: 19-06-2026
Exit Load: Nil
Fund Size:-

Performance

1Y
FundN/A
Cat. Avg.11.59%
2Y
FundN/A
Cat. Avg.10.08%
3Y
FundN/A
Cat. Avg.15.78%
5Y
FundN/A
Cat. Avg.15.04%
10Y
FundN/A
Cat. Avg.13.78%
SI
Fund-0.08%
Cat. Avg.11.78%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

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

No available Data

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI13 Jul, 261 L.99924-0.1%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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