Zerodha Life Cycle Fund 2036 - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Asset Allocation funds is 67.77% .
The largest portfolio holding is 694% GOI 11 MAY 2036 with a portfolio weight of 21.77% .
The fund currently owns more than 256 stocks.
The top 10 holdings account for 48.17% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 8.09% |
| 2 Year Return | N/A | 20.93% |
| 3 Year Return | N/A | 38.04% |
| 4 Year Return | N/A | 51.17% |
| 5 Year Return | N/A | 67.77% |
| 6 Year Return | N/A | 99.56% |
| 7 Year Return | N/A | 94.51% |
| Expense Ratio | 0.42% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
21.77%
|
||
| 2 | Finance - Mutual Funds |
4.53%
|
|
| 3 | Finance - Mutual Funds |
4.52%
|
|
| 4 |
4.16%
|
||
| 5 | Financials |
3.38%
|
|
| 6 | Finance - Banks - Private Sector |
2.70%
|
|
| 7 | Financials |
2.44%
|
|
| 8 | Energy |
2.09%
|
|
| 9 | Communication Services |
1.42%
|
|
| 10 | Financials |
1.16%
|
|
| 11 | Industrials |
1.07%
|
|
| 12 | Financials |
0.99%
|
AMC: ZERODHA
Category: Hybrid • Multi Asset Allocation
Launch Date: 19 Jun 2026
Fund Manager: Mr. Kedarnath Mirajkar
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Zerodha Life Cycle Fund 2036 - Direct Plan is managed by ZERODHA and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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