Zerodha Mutual Fund launches Zerodha Life Cycle Fund 2041

NFO period: 19^th Jun - 07^th Jul, 2026

Highlights of the NFO:

• Scheme type - An open ended fund with attributes of pre-defined maturity and glide path for goal based investing.
• Investment objective - 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.
• Product suitability - This product is suitable for investors who are seeking to generate capital appreciation over the long term aligned with a specific target year (2041). Investment in a dynamically managed portfolio of equity,debt, commodity and other instruments, where the asset allocation follows a pre-defined glide path that becomes more conservative as the target maturity date approaches. Goal-based investing designed for long-term objectives with a target date of 2041.
• Minimum Application Amount - Rs 100 and any amount thereafter.
• Plan/ Options available - The scheme offers only Direct plan having only Growth Option.
• Fund Managers - Mr. Kedarnath Mirajkar
• Benchmark - 65% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical Silver + 25% CRISIL 10 year Gilt Index.

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(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)