Zerodha Life Cycle Fund 2031 vs Zerodha Life Cycle Fund 2036
Direct Plan, Growth option · Data as on 30-10-2026
Zerodha Life Cycle Fund 2031 is a mutual fund and Zerodha Life Cycle Fund 2036 is a mutual fund. Zerodha Life Cycle Fund 2031 charges 2.98% a year and Zerodha Life Cycle Fund 2036 1.02% (Direct plans). Their portfolios overlap 52.8%: they hold 252 of the same securities.
Which is better, Zerodha Life Cycle Fund 2031 or Zerodha Life Cycle Fund 2036? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Zerodha Life Cycle Fund 2036 costs less: 1.02% a year against 2.98% (Direct plans).
- Zerodha Life Cycle Fund 2031 fell less in its worst fall since 18-09-2026: −4.4% against −6.4%.
- Zerodha Life Cycle Fund 2036 is the larger fund: ₹21 Cr against ₹10 Cr.
- Their portfolios overlap 52.8%: 252 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Zerodha Life Cycle Fund 2031 | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Fund house | Zerodha Mutual Fund | Zerodha Mutual Fund |
| Category | Not available | Not available |
| AUM | ₹10 Cr (30-09-2026) | ₹21 Cr (30-09-2026) |
| NAV | ₹9.74 (Direct) | ₹9.41 (Direct) |
| Expense ratio (Direct) | 2.98% | 1.02% |
| Expense ratio (Regular) | Not available | Not available |
| Riskometer | High | Very High |
| Benchmark | 55% CRISIL 10 year Gilt Index + 35% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical | 50% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical Silver + 40% CRISIL 10 year Gil |
| Launch date | 16-09-2026 | 10-07-2026 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | Not available | Not available |
| Fund managers | Kedarnath Mirajkar | Kedarnath Mirajkar |
| Exit load | Nil | Nil |
Zerodha Life Cycle Fund 2031 vs Zerodha Life Cycle Fund 2036: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Zerodha Life Cycle Fund 2031 (Direct) | −1.18% | -- | -- | -- | -- | -- | -- |
| Zerodha Life Cycle Fund 2036 (Direct) | −2.14% | −5.76% | -- | -- | -- | -- | -- |
Zerodha Life Cycle Fund 2031 vs Zerodha Life Cycle Fund 2036: Rolling Returns
Every holding period of both funds
Zerodha Life Cycle Fund 2031 vs Zerodha Life Cycle Fund 2036: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Zerodha Life Cycle Fund 2031 (Direct) | Zerodha Life Cycle Fund 2036 (Direct) |
|---|---|---|
| Return (CAGR) | −25.51% | −18.09% |
| Standard deviation | 7.90% | 8.88% |
| Sharpe ratio | -3.93 | -2.63 |
| Sortino ratio | -4.33 | -3.09 |
| Maximum drawdown | −4.4% (23-10-2026) | −8.8% (23-10-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 18-09-2026 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Zerodha Life Cycle Fund 2031 (Direct)
Zerodha Life Cycle Fund 2036 (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Zerodha Life Cycle Fund 2031 (Direct) | −4.4% | 23-09-2026 | 23-10-2026 | Not yet | -- | −3.5% |
| Zerodha Life Cycle Fund 2036 (Direct) | −6.4% | 23-09-2026 | 23-10-2026 | Not yet | -- | −5.3% |
From daily values since 18-09-2026, the first day every fund has.
Zerodha Life Cycle Fund 2031 vs Zerodha Life Cycle Fund 2036: Portfolio Overlap
From each fund's latest monthly portfolio: Zerodha Life Cycle Fund 2031, September 2026; Zerodha Life Cycle Fund 2036, September 2026
Holdings in common
- Overlap
- 52.8%
- Held by both
- 252
- Only in Zerodha Life Cycle Fund 2031
- 1
- Only in Zerodha Life Cycle Fund 2036
- 1
| Security | % of Zerodha Life Cycle Fund 2031 | % of Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Zerodha Gold ETF | 2.19% | 4.47% |
| Zerodha Silver ETF | 2.12% | 4.42% |
| HDFC Bank Limited | 2.02% | 4.24% |
| ICICI Bank Limited | 1.76% | 2.36% |
| Reliance Industries Limited | 1.49% | 1.98% |
| Bharti Airtel Limited | 5.05% | 1.32% |
| Infosys Limited | 3.74% | 0.88% |
| Larsen & Toubro Limited | 0.82% | 1.09% |
| BSE Ltd | 0.77% | 1.03% |
| State Bank of India | 0.74% | 0.98% |
| Axis Bank Limited | 0.65% | 2.36% |
| The Federal Bank Limited | 4.34% | 0.64% |
| Bajaj Finance Limited | 2.58% | 0.64% |
| Kotak Mahindra Bank Limited | 0.57% | 0.76% |
| Multi Commodity Exchange of India Limited | 0.51% | 0.69% |
| Mahindra & Mahindra Limited | 0.49% | 0.65% |
| IndusInd Bank Limited | 4.04% | 0.48% |
| ITC Limited | 0.47% | 0.63% |
| Laurus Labs Limited | 0.47% | 0.63% |
| Eternal Limited | 0.43% | 0.58% |
| One 97 Communications Limited | 0.43% | 0.58% |
| Hero MotoCorp Limited | 0.41% | 0.55% |
| Tata Consultancy Services Limited | 0.39% | 0.52% |
| Bharat Heavy Electricals Limited | 0.37% | 0.49% |
| Coforge Limited | 0.37% | 0.49% |
| Sun Pharmaceutical Industries Limited | 0.36% | 0.48% |
| PERSISTENT SYSTEMS LTD | 0.35% | 0.46% |
| Titan Company Limited | 0.35% | 0.47% |
| AU Small Finance Bank Limited | 0.35% | 0.47% |
| IDFC First Bank Limited | 0.33% | 0.44% |
| Dixon Technologies (India) Limited | 0.33% | 0.45% |
| Hindustan Unilever Limited | 0.31% | 0.41% |
| Life Insurance Corporation Of India | 0.31% | 0.41% |
| GE Vernova T&D India Limited | 0.31% | 0.42% |
| Bharat Forge Limited | 0.31% | 0.42% |
| Lupin Limited | 0.30% | 0.40% |
| Suzlon Energy Limited | 0.29% | 0.39% |
| Indus Towers Limited | 0.29% | 0.39% |
| Tata Steel Limited | 0.28% | 0.39% |
| Aurobindo Pharma Limited | 0.28% | 0.38% |
| Maruti Suzuki India Limited | 0.28% | 0.38% |
| Info Edge (India) Limited | 0.28% | 0.39% |
| NTPC Limited | 0.28% | 0.39% |
| Ashok Leyland Limited | 0.27% | 0.37% |
| FSN E-Commerce Ventures Limited | 0.27% | 0.36% |
| Bharat Electronics Limited | 0.26% | 0.35% |
| Polycab India Limited | 0.26% | 0.35% |
| Shriram Finance Limited | 0.26% | 0.34% |
| Hindalco Industries Limited | 0.25% | 0.34% |
| Marico Limited | 0.25% | 0.34% |
| Adani Ports and Special Economic Zone Limited | 0.25% | 0.32% |
| Fortis Healthcare Limited | 0.24% | 0.34% |
| APL Apollo Tubes Limited | 0.24% | 0.32% |
| ICICI Lombard General Insurance Company Limited | 0.24% | 0.33% |
| HCL Technologies Limited | 0.24% | 0.32% |
| UltraTech Cement Limited | 0.23% | 0.32% |
| SWIGGY LIMITED | 0.22% | 0.29% |
| JSW Steel Limited | 0.22% | 0.29% |
| Max Financial Services Limited | 0.22% | 0.30% |
| The Phoenix Mills Limited | 0.22% | 0.29% |
| Divi's Laboratories Limited | 0.22% | 0.29% |
| PB Fintech Limited | 0.22% | 0.30% |
| Yes Bank Ltd | 0.22% | 0.31% |
| SRF Limited | 0.22% | 0.28% |
| Vodafone Idea Limited | 0.22% | 0.28% |
| Power Grid Corporation of India Limited | 0.22% | 0.29% |
| Bajaj Auto Limited | 0.22% | 0.30% |
| Grasim Industries Limited | 0.21% | 0.28% |
| Hitachi Energy India Limited | 0.21% | 0.31% |
| Hindustan Petroleum Corporation Limited | 0.21% | 0.27% |
| InterGlobe Aviation Limited | 0.21% | 0.29% |
| GMR Airports Limited | 0.21% | 0.27% |
| Glenmark Pharmaceuticals Limited | 0.21% | 0.28% |
| Radico Khaitan Limited | 0.21% | 0.27% |
| Asian Paints Limited | 0.20% | 0.26% |
| National Aluminium Company Limited | 0.19% | 0.24% |
| Coal India Limited | 0.19% | 0.26% |
| Aditya Birla Capital Limited | 0.19% | 0.25% |
| Bajaj Finserv Limited | 0.19% | 0.24% |
| Eicher Motors Limited | 0.18% | 0.24% |
| JSW Energy Limited | 0.18% | 0.24% |
| TVS Motor Company Limited | 0.18% | 0.23% |
| Alkem Laboratories Limited | 0.18% | 0.24% |
| UPL Limited | 0.18% | 0.26% |
| Sundaram Finance Limited | 0.18% | 0.24% |
| Tech Mahindra Limited | 0.18% | 0.23% |
| Vishal Mega Mart Limited | 0.17% | 0.23% |
| Nestle India Limited | 0.17% | 0.24% |
| MphasiS Limited | 0.17% | 0.24% |
| APAR INDUSTRIES LTD | 0.17% | 0.24% |
| Indian Bank | 0.17% | 0.22% |
| Mankind Pharma Limited | 0.17% | 0.23% |
| NHPC Limited | 0.17% | 0.22% |
| Hindustan Aeronautics Limited | 0.16% | 0.23% |
| Steel Authority of India Limited | 0.16% | 0.21% |
| Havells India Limited | 0.16% | 0.20% |
| Tata Motors Limited | 0.16% | 0.21% |
| Oil & Natural Gas Corporation Limited | 0.16% | 0.21% |
| Biocon Limited | 0.16% | 0.21% |
| Adani Enterprises Limited | 0.16% | 0.20% |
| 360 ONE WAM LIMITED | 0.16% | 0.21% |
| IPCA Laboratories Limited | 0.16% | 0.21% |
| NMDC Limited | 0.16% | 0.21% |
| Adani Power Limited | 0.16% | 0.21% |
| Trent Limited | 0.16% | 0.21% |
| KEI Industries Limited | 0.16% | 0.23% |
| Voltas Limited | 0.15% | 0.19% |
| Oil India Limited | 0.15% | 0.20% |
| Lloyds Metals And Energy Limited | 0.15% | 0.20% |
| Apollo Hospitals Enterprise Limited | 0.15% | 0.20% |
| Prestige Estates Projects Limited | 0.15% | 0.20% |
| TUBE INVESTMENTS OF INDIA LTD | 0.15% | 0.22% |
| Dabur India Limited | 0.14% | 0.18% |
| Cipla Limited | 0.14% | 0.18% |
| Dr. Reddy's Laboratories Limited | 0.14% | 0.19% |
| SBI Life Insurance Company Limited | 0.14% | 0.19% |
| Jindal Stainless Limited | 0.14% | 0.19% |
| Colgate Palmolive (India) Limited | 0.14% | 0.19% |
| WAAREE ENERGIES LIMITED | 0.14% | 0.18% |
| L&T Finance Limited | 0.14% | 0.18% |
| Torrent Power Limited | 0.14% | 0.19% |
| Oracle Financial Services Software Limited | 0.14% | 0.20% |
| Lenskart Solutions Limited | 0.14% | 0.18% |
| Max Healthcare Institute Limited | 0.13% | 0.17% |
| Oberoi Realty Limited | 0.13% | 0.17% |
| Cholamandalam Investment and Finance Company Limited | 0.13% | 0.17% |
| Coromandel International Limited | 0.13% | 0.17% |
| Supreme Industries Limited | 0.13% | 0.18% |
| KALYAN JEWELLERS INDIA LIMITED | 0.13% | 0.17% |
| Petronet LNG Limited | 0.13% | 0.18% |
| UNO Minda Limited | 0.13% | 0.18% |
| Godrej Properties Limited | 0.13% | 0.18% |
| Torrent Pharmaceuticals Limited | 0.13% | 0.17% |
| Jio Financial Services Limited | 0.13% | 0.18% |
| Mahindra & Mahindra Financial Services Limited | 0.13% | 0.17% |
| Samvardhana Motherson International Limited | 0.13% | 0.18% |
| JK Cement Limited | 0.13% | 0.18% |
| JSW Infrastructure Limited | 0.13% | 0.17% |
| LIC Housing Finance Limited | 1.64% | 0.12% |
| The Indian Hotels Company Limited | 0.12% | 0.16% |
| Tata Communications Limited | 0.12% | 0.15% |
| Cummins India Limited | 0.12% | 0.16% |
| Nippon Life India Asset Management Limited | 0.12% | 0.15% |
| BLUE STAR LTD | 0.12% | 0.16% |
| MRF Limited | 0.12% | 0.24% |
| Bharat Petroleum Corporation Limited | 0.11% | 0.16% |
| CG Power and Industrial Solutions Limited | 0.11% | 0.14% |
| Gujarat Fluorochemicals Limited | 0.11% | 0.15% |
| Tata Motors Passenger Vehicles Limited | 0.11% | 0.16% |
| Tata Consumer Products Limited | 0.11% | 0.16% |
| Avenue Supermarts Limited | 0.11% | 0.16% |
| Varun Beverages Limited | 0.11% | 0.15% |
| The Tata Power Company Limited | 0.11% | 0.16% |
| Exide Industries Limited | 0.11% | 0.14% |
| LG Electronics India Limited | 0.11% | 0.15% |
| ITC Hotels Limited | 0.11% | 0.15% |
| PI Industries Limited | 0.11% | 0.15% |
| ICICI Prudential Life Insurance Company Limited | 0.11% | 0.15% |
| Page Industries Limited | 0.11% | 0.21% |
| Jubilant Foodworks Limited | 0.11% | 0.14% |
| Astral Limited | 0.10% | 0.13% |
| SBI Cards and Payment Services Limited | 0.10% | 0.14% |
| Bank of India | 0.10% | 0.12% |
| Britannia Industries Limited | 0.10% | 0.14% |
| Adani Total Gas Limited | 0.10% | 0.14% |
| Bank of Maharashtra | 0.10% | 0.12% |
| Balkrishna Industries Limited | 0.10% | 0.14% |
| HDFC Life Insurance Company Limited | 0.10% | 0.13% |
| Ajanta Pharma Limited | 0.09% | 0.13% |
| Billionbrains Garage Ventures Ltd. | 0.09% | 0.11% |
| Container Corporation of India Limited | 0.09% | 0.13% |
| GAIL (India) Limited | 0.09% | 0.11% |
| Power Finance Corporation Limited | 0.09% | 0.12% |
| Authum Investment & Infrastructure Ltd. | 0.09% | 0.12% |
| AIA Engineering Limited | 0.09% | 0.13% |
| Indian Oil Corporation Limited | 0.09% | 0.12% |
| Motilal Oswal Financial Services Limited | 0.09% | 0.12% |
| ICICI Prudential AMC Ltd | 0.09% | 0.13% |
| Schaeffler India Limited | 0.09% | 0.13% |
| Dalmia Bharat Limited | 0.08% | 0.11% |
| Bank of Baroda | 0.08% | 0.10% |
| Wipro Limited | 0.08% | 0.10% |
| Bajaj Holdings & Investment.Ltd | 0.08% | 0.11% |
| HDFC Asset Management Company Limited | 0.08% | 0.12% |
| Thermax Limited | 0.08% | 0.11% |
| Vedanta Limited | 0.08% | 0.11% |
| DLF Limited | 0.08% | 0.11% |
| Pidilite Industries Limited | 0.08% | 0.11% |
| Indian Railway Catering & Tourism Corp | 0.08% | 0.11% |
| Solar Industries India Limited | 0.08% | 0.11% |
| Abbott India Limited | 0.08% | 0.10% |
| Adani Green Energy Limited | 0.08% | 0.11% |
| Apollo Tyres Limited | 0.08% | 0.11% |
| Berger Paints (I) Limited | 0.08% | 0.11% |
| Linde India Limited | 0.08% | 0.11% |
| General Insurance Corporation of India | 0.08% | 0.11% |
| Patanjali Foods Limited | 0.08% | 0.10% |
| Jindal Steel Limited | 0.08% | 0.10% |
| HDB Financial Services Limited | 0.08% | 0.11% |
| Adani Energy Solutions Limited | 0.08% | 0.11% |
| REC Limited | 0.07% | 0.09% |
| ABB India Limited | 0.07% | 0.08% |
| GlaxoSmithKline Pharmaceuticals Limited | 0.07% | 0.09% |
| Punjab National Bank | 0.07% | 0.10% |
| LTM Limited | 0.07% | 0.10% |
| Bharti Hexacom Limited | 0.07% | 0.09% |
| Rail Vikas Nigam Limited | 0.07% | 0.09% |
| GLOBAL HEALTH LIMITED | 0.07% | 0.09% |
| Canara Bank | 0.07% | 0.10% |
| Cochin Shipyard Limited | 0.07% | 0.09% |
| United Spirits Limited | 0.07% | 0.10% |
| K.P.R. Mill Limited | 0.07% | 0.10% |
| Siemens Limited | 0.06% | 0.08% |
| CRISIL Limited | 0.06% | 0.08% |
| Premier Energies Limited | 0.06% | 0.08% |
| Godrej Consumer Products Limited | 0.06% | 0.09% |
| Bharat Dynamics Limited | 0.06% | 0.09% |
| Bajaj Housing Finance Limited | 0.06% | 0.08% |
| Neyveli Lignite Corporation Ltd. | 0.06% | 0.07% |
| Tata Elxsi Limited | 0.06% | 0.08% |
| Lodha Developers Limited | 0.06% | 0.08% |
| Union Bank of India | 0.06% | 0.08% |
| Adani Wilmar Limited | 0.06% | 0.08% |
| Endurance Technologies Limited | 0.06% | 0.08% |
| Zydus Lifesciences Limited | 0.05% | 0.06% |
| L&T Technology Services Limited | 0.05% | 0.07% |
| Housing & Urban Development Corporation Limited | 0.05% | 0.06% |
| Escorts Kubota Limited | 0.05% | 0.07% |
| KPIT Technologies Limited | 0.05% | 0.07% |
| Anthem Biosciences Limited | 0.05% | 0.06% |
| NTPC Green Energy Limited | 0.05% | 0.06% |
| Hyundai Motor India Limited | 0.05% | 0.07% |
| Siemens Energy India Limited | 0.05% | 0.06% |
| Indian Renewable Energy Development Agency Limited | 0.05% | 0.08% |
| Godfrey Phillips India Limited | 0.05% | 0.05% |
| Hindustan Zinc Limited | 0.05% | 0.06% |
| Bosch Limited | 0.05% | 0.09% |
| Muthoot Finance Limited | 0.05% | 0.08% |
| Tata Investment Corporation Ltd. | 0.05% | 0.07% |
| United Breweries Limited | 0.05% | 0.07% |
| ACC Limited | 0.04% | 0.05% |
| Shree Cement Limited | 0.04% | 0.06% |
| Ambuja Cements Limited | 0.04% | 0.05% |
| Hexaware Technologies Limited | 0.04% | 0.05% |
| SJVN LIMITED | 0.03% | 0.03% |
| Indian Railway Finance Corporation Limited | 0.03% | 0.03% |
| Godrej Industries Ltd | 0.03% | 0.03% |
| Mazagon Dock Shipbuilders Limited | 0.03% | 0.04% |
| 3M India Limited | 0.03% | 0.08% |
| Honeywell Automation India Limited | 0.03% | 0.05% |
| Tata Capital Ltd | 0.03% | 0.04% |
| The New India Assurance Company Ltd | 0.02% | 0.03% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 52.8% means 52.8% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Zerodha Life Cycle Fund 2031
| Security | % of fund |
|---|---|
| 6.36% GOI 16-Feb-2031 | 26.91% |
Largest holdings only in Zerodha Life Cycle Fund 2036
| Security | % of fund |
|---|---|
| 6.94% GOI 11-May-2036 | 21.67% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Zerodha Life Cycle Fund 2031 | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Equity | 65.8% | 66.7% |
| Debt | 26.9% | 21.7% |
| Cash and others | 7.3% | 11.6% |
Market cap of stocks
| Market cap | Zerodha Life Cycle Fund 2031 | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Large Cap | 34.8% | 37.2% |
| Mid Cap | 28.5% | 28.2% |
| Small Cap | 2.5% | 1.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Zerodha Life Cycle Fund 2031 | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Banks | 15.7% | 13.9% |
| Finance | 6.5% | 3.7% |
| IT - Software | 5.9% | 3.7% |
| Telecom - Services | 5.8% | 2.2% |
| Pharmaceuticals & Biotechnology | 3.3% | 4.3% |
| Automobiles | 1.9% | 2.6% |
| Electrical Equipment | 1.9% | 2.6% |
The six largest sectors of each fund's stocks, % of the fund.
Zerodha Life Cycle Fund 2031 vs Zerodha Life Cycle Fund 2036: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Zerodha Life Cycle Fund 2031 | Zerodha Life Cycle Fund 2036 |
|---|---|---|
| Total expense ratio (Direct) | 2.98% | 1.02% |
| Base expense ratio (Direct) | 0.42% | 0.42% |
| Base expense ratio (Regular) | 0.00% | 0.00% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
Zerodha Life Cycle Fund 2031 vs Zerodha Life Cycle Fund 2036: Frequently Asked Questions
What is the difference between Zerodha Life Cycle Fund 2031 and Zerodha Life Cycle Fund 2036?
Zerodha Life Cycle Fund 2031 is a mutual fund, Zerodha Life Cycle Fund 2036 is a mutual fund, run by Zerodha Mutual Fund. Their portfolios overlap 52.8%. Zerodha Life Cycle Fund 2031 charges 2.98% a year and Zerodha Life Cycle Fund 2036 1.02%.
Which has the lower expense ratio, Zerodha Life Cycle Fund 2031 or Zerodha Life Cycle Fund 2036?
Zerodha Life Cycle Fund 2036 charges less: 1.02% a year against 2.98%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Zerodha Life Cycle Fund 2031 and Zerodha Life Cycle Fund 2036 overlap?
52.8%. They hold 252 of the same securities, the largest shared ones being GOLDCASE, SILVERCASE, HDFCBANK. From each fund's latest monthly portfolio.
Which is riskier, Zerodha Life Cycle Fund 2031 or Zerodha Life Cycle Fund 2036?
On SEBI's riskometer, Zerodha Life Cycle Fund 2031 is rated High and Zerodha Life Cycle Fund 2036 Very High. Over their common history, the standard deviation of daily returns was 7.90% and 8.88% a year.
Can I invest in both Zerodha Life Cycle Fund 2031 and Zerodha Life Cycle Fund 2036?
Yes. 52.8% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Zerodha Life Cycle Fund 2031 and Zerodha Life Cycle Fund 2036?
Zerodha Life Cycle Fund 2031: Kedarnath Mirajkar. Zerodha Life Cycle Fund 2036: Kedarnath Mirajkar.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.