Zerodha Life Cycle Fund 2041 Direct Growth
Get the latest NAV of Zerodha Life Cycle Fund 2041 Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.15
1D
NAV as on 14 Aug 2026
1.46%/per year
Since Inception
▲▼
677 people have invested ₹ 35.2L in Zerodha Life Cycle Fund 2041 in the last three months
Zerodha Life Cycle Fund 2041 Performance vs. Balanced Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (14-Aug-26)
The fund has underperformed the benchmark (Balanced Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Zerodha Life Cycle Fund 2041 Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Zerodha Life Cycle Fund 2041 Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | -- |
Benchmark | Nifty 200 TR INR |
| AUM | -- |
| Inception Date | 10 July, 2026 |
| Min Lumpsum/SIP | ₹100/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About Zerodha Life Cycle Fund 2041
Zerodha Life Cycle Fund 2041 Direct Growth is a hybrid fund. This fund was started on 10 July, 2026. The fund is managed by Kedarnath Mirajkar. This fund gives you the benefit of diversification.
Key Parameters
- Zerodha Life Cycle Fund 2041 has ₹0 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
- The fund has an expense ratio 0.
Returns
Zerodha Life Cycle Fund 2041 has given a CAGR return of 1.46% since inception.
Holdings
Zerodha Life Cycle Fund 2041 has allocated its funds majorly in .
Taxation
As it is a balanced allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Zerodha Life Cycle Fund 2041
The primary objective of the Zerodha Life Cycle Fund 2041 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/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. There is no assurance or guarantee that the investment objective of the scheme would be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Zerodha Life Cycle Fund 2041 has no lock in period.
Fund Manager
Kedarnath Mirajkar
Fund Manager of Zerodha Life Cycle Fund 2041, since 14 July 2026
Frequently Asked Questions for Zerodha Life Cycle Fund 2041 Direct Growth
How do I invest in Zerodha Life Cycle Fund 2041?
- Download the INDmoney app.
- Search for ‘Zerodha Life Cycle Fund 2041’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.