Zerodha Life Cycle Fund 2036 vs Zerodha Life Cycle Fund 2041
Direct Plan, Growth option · Data as on 30-10-2026
Zerodha Life Cycle Fund 2036 is a mutual fund and Zerodha Life Cycle Fund 2041 is a mutual fund. Zerodha Life Cycle Fund 2036 charges 1.02% a year and Zerodha Life Cycle Fund 2041 1.14% (Direct plans). Their portfolios overlap 85.7%: they hold 253 of the same securities.
Which is better, Zerodha Life Cycle Fund 2036 or Zerodha Life Cycle Fund 2041? 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 1.14% (Direct plans).
- Zerodha Life Cycle Fund 2036 fell less in its worst fall since 13-07-2026: −8.8% against −9.8%.
- Zerodha Life Cycle Fund 2036 is the larger fund: ₹21 Cr against ₹18 Cr.
- Their portfolios overlap 85.7%: 253 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 2036 | Zerodha Life Cycle Fund 2041 |
|---|---|---|
| Fund house | Zerodha Mutual Fund | Zerodha Mutual Fund |
| Category | Not available | Not available |
| AUM | ₹21 Cr (30-09-2026) | ₹18 Cr (30-09-2026) |
| NAV | ₹9.41 (Direct) | ₹9.33 (Direct) |
| Expense ratio (Direct) | 1.02% | 1.14% |
| Expense ratio (Regular) | Not available | Not available |
| Riskometer | Very High | Very High |
| Benchmark | 50% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical Silver + 40% CRISIL 10 year Gil | 65% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical Silver + 25% CRISIL 10 year Gil |
| Launch date | 10-07-2026 | 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 2036 vs Zerodha Life Cycle Fund 2041: 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 2036 (Direct) | −2.14% | −5.76% | -- | -- | -- | -- | -- |
| Zerodha Life Cycle Fund 2041 (Direct) | −2.25% | −6.53% | -- | -- | -- | -- | -- |
Zerodha Life Cycle Fund 2036 vs Zerodha Life Cycle Fund 2041: Rolling Returns
Every holding period of both funds
Zerodha Life Cycle Fund 2036 vs Zerodha Life Cycle Fund 2041: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Zerodha Life Cycle Fund 2036 (Direct) | Zerodha Life Cycle Fund 2041 (Direct) |
|---|---|---|
| Return (CAGR) | −18.09% | −20.26% |
| Standard deviation | 8.88% | 10.18% |
| Sharpe ratio | -2.63 | -2.51 |
| Sortino ratio | -3.09 | -2.97 |
| Maximum drawdown | −8.8% (23-10-2026) | −9.8% (23-10-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 13-07-2026 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 2036 (Direct)
Zerodha Life Cycle Fund 2041 (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Zerodha Life Cycle Fund 2036 (Direct) | −8.8% | 25-08-2026 | 23-10-2026 | Not yet | -- | −7.6% |
| Zerodha Life Cycle Fund 2041 (Direct) | −9.8% | 25-08-2026 | 23-10-2026 | Not yet | -- | −8.5% |
From daily values since 13-07-2026, the first day every fund has.
Zerodha Life Cycle Fund 2036 vs Zerodha Life Cycle Fund 2041: Portfolio Overlap
From each fund's latest monthly portfolio: Zerodha Life Cycle Fund 2036, September 2026; Zerodha Life Cycle Fund 2041, September 2026
Holdings in common
- Overlap
- 85.7%
- Held by both
- 253
- Only in Zerodha Life Cycle Fund 2036
- 0
- Only in Zerodha Life Cycle Fund 2041
- 0
| Security | % of Zerodha Life Cycle Fund 2036 | % of Zerodha Life Cycle Fund 2041 |
|---|---|---|
| 6.94% GOI 11-May-2036 | 21.67% | 12.35% |
| Zerodha Gold ETF | 4.47% | 4.47% |
| Zerodha Silver ETF | 4.42% | 4.42% |
| HDFC Bank Limited | 4.24% | 3.24% |
| ICICI Bank Limited | 2.36% | 2.83% |
| Reliance Industries Limited | 1.98% | 2.39% |
| Bharti Airtel Limited | 1.32% | 1.61% |
| Larsen & Toubro Limited | 1.09% | 1.32% |
| Axis Bank Limited | 2.36% | 1.06% |
| BSE Ltd | 1.03% | 1.24% |
| State Bank of India | 0.98% | 1.20% |
| Infosys Limited | 0.88% | 1.05% |
| Kotak Mahindra Bank Limited | 0.76% | 0.93% |
| Multi Commodity Exchange of India Limited | 0.69% | 0.83% |
| Mahindra & Mahindra Limited | 0.65% | 0.79% |
| The Federal Bank Limited | 0.64% | 0.77% |
| Bajaj Finance Limited | 0.64% | 0.76% |
| ITC Limited | 0.63% | 0.75% |
| Laurus Labs Limited | 0.63% | 0.75% |
| Eternal Limited | 0.58% | 0.68% |
| One 97 Communications Limited | 0.58% | 0.69% |
| Hero MotoCorp Limited | 0.55% | 0.66% |
| Tata Consultancy Services Limited | 0.52% | 0.62% |
| Bharat Heavy Electricals Limited | 0.49% | 0.60% |
| Coforge Limited | 0.49% | 0.60% |
| Sun Pharmaceutical Industries Limited | 0.48% | 0.58% |
| IndusInd Bank Limited | 0.48% | 0.57% |
| Titan Company Limited | 0.47% | 0.56% |
| AU Small Finance Bank Limited | 0.47% | 0.56% |
| PERSISTENT SYSTEMS LTD | 0.46% | 0.56% |
| Dixon Technologies (India) Limited | 0.45% | 0.54% |
| IDFC First Bank Limited | 0.44% | 0.53% |
| GE Vernova T&D India Limited | 0.42% | 0.51% |
| Bharat Forge Limited | 0.42% | 0.50% |
| Hindustan Unilever Limited | 0.41% | 0.50% |
| Life Insurance Corporation Of India | 0.41% | 0.50% |
| Lupin Limited | 0.40% | 0.49% |
| Suzlon Energy Limited | 0.39% | 0.47% |
| Tata Steel Limited | 0.39% | 0.46% |
| Indus Towers Limited | 0.39% | 0.48% |
| Info Edge (India) Limited | 0.39% | 0.46% |
| NTPC Limited | 0.39% | 0.46% |
| Aurobindo Pharma Limited | 0.38% | 0.46% |
| Maruti Suzuki India Limited | 0.38% | 0.47% |
| Ashok Leyland Limited | 0.37% | 0.44% |
| FSN E-Commerce Ventures Limited | 0.36% | 0.43% |
| Bharat Electronics Limited | 0.35% | 0.42% |
| Polycab India Limited | 0.35% | 0.41% |
| Hindalco Industries Limited | 0.34% | 0.41% |
| Fortis Healthcare Limited | 0.34% | 0.40% |
| Marico Limited | 0.34% | 0.41% |
| Shriram Finance Limited | 0.34% | 0.41% |
| ICICI Lombard General Insurance Company Limited | 0.33% | 0.38% |
| UltraTech Cement Limited | 0.32% | 0.39% |
| APL Apollo Tubes Limited | 0.32% | 0.38% |
| Adani Ports and Special Economic Zone Limited | 0.32% | 0.39% |
| HCL Technologies Limited | 0.32% | 0.39% |
| Hitachi Energy India Limited | 0.31% | 0.37% |
| Yes Bank Ltd | 0.31% | 0.36% |
| Max Financial Services Limited | 0.30% | 0.35% |
| PB Fintech Limited | 0.30% | 0.36% |
| Bajaj Auto Limited | 0.30% | 0.35% |
| SWIGGY LIMITED | 0.29% | 0.35% |
| JSW Steel Limited | 0.29% | 0.35% |
| The Phoenix Mills Limited | 0.29% | 0.35% |
| Divi's Laboratories Limited | 0.29% | 0.34% |
| InterGlobe Aviation Limited | 0.29% | 0.33% |
| Power Grid Corporation of India Limited | 0.29% | 0.35% |
| Grasim Industries Limited | 0.28% | 0.34% |
| SRF Limited | 0.28% | 0.35% |
| Vodafone Idea Limited | 0.28% | 0.35% |
| Glenmark Pharmaceuticals Limited | 0.28% | 0.34% |
| Hindustan Petroleum Corporation Limited | 0.27% | 0.33% |
| GMR Airports Limited | 0.27% | 0.33% |
| Radico Khaitan Limited | 0.27% | 0.33% |
| Asian Paints Limited | 0.26% | 0.32% |
| Coal India Limited | 0.26% | 0.30% |
| UPL Limited | 0.26% | 0.29% |
| Aditya Birla Capital Limited | 0.25% | 0.30% |
| Eicher Motors Limited | 0.24% | 0.29% |
| JSW Energy Limited | 0.24% | 0.29% |
| National Aluminium Company Limited | 0.24% | 0.30% |
| Nestle India Limited | 0.24% | 0.28% |
| MphasiS Limited | 0.24% | 0.28% |
| APAR INDUSTRIES LTD | 0.24% | 0.29% |
| Alkem Laboratories Limited | 0.24% | 0.29% |
| Sundaram Finance Limited | 0.24% | 0.29% |
| Bajaj Finserv Limited | 0.24% | 0.29% |
| Vishal Mega Mart Limited | 0.23% | 0.27% |
| Hindustan Aeronautics Limited | 0.23% | 0.26% |
| TVS Motor Company Limited | 0.23% | 0.29% |
| Mankind Pharma Limited | 0.23% | 0.28% |
| Tech Mahindra Limited | 0.23% | 0.29% |
| KEI Industries Limited | 0.23% | 0.26% |
| Indian Bank | 0.22% | 0.28% |
| NHPC Limited | 0.22% | 0.27% |
| TUBE INVESTMENTS OF INDIA LTD | 0.22% | 0.25% |
| MRF Limited | 0.24% | 0.21% |
| Steel Authority of India Limited | 0.21% | 0.26% |
| Tata Motors Limited | 0.21% | 0.26% |
| Oil & Natural Gas Corporation Limited | 0.21% | 0.26% |
| Biocon Limited | 0.21% | 0.26% |
| 360 ONE WAM LIMITED | 0.21% | 0.26% |
| IPCA Laboratories Limited | 0.21% | 0.26% |
| NMDC Limited | 0.21% | 0.26% |
| Page Industries Limited | 0.21% | 0.23% |
| Adani Power Limited | 0.21% | 0.25% |
| Trent Limited | 0.21% | 0.26% |
| Havells India Limited | 0.20% | 0.25% |
| Oil India Limited | 0.20% | 0.24% |
| Lloyds Metals And Energy Limited | 0.20% | 0.24% |
| Adani Enterprises Limited | 0.20% | 0.25% |
| Apollo Hospitals Enterprise Limited | 0.20% | 0.25% |
| Prestige Estates Projects Limited | 0.20% | 0.24% |
| Oracle Financial Services Software Limited | 0.20% | 0.24% |
| Dr. Reddy's Laboratories Limited | 0.19% | 0.23% |
| SBI Life Insurance Company Limited | 0.19% | 0.23% |
| Jindal Stainless Limited | 0.19% | 0.23% |
| Voltas Limited | 0.19% | 0.24% |
| Colgate Palmolive (India) Limited | 0.19% | 0.23% |
| Torrent Power Limited | 0.19% | 0.23% |
| Dabur India Limited | 0.18% | 0.22% |
| Cipla Limited | 0.18% | 0.23% |
| Supreme Industries Limited | 0.18% | 0.23% |
| Petronet LNG Limited | 0.18% | 0.21% |
| WAAREE ENERGIES LIMITED | 0.18% | 0.22% |
| UNO Minda Limited | 0.18% | 0.21% |
| Godrej Properties Limited | 0.18% | 0.21% |
| L&T Finance Limited | 0.18% | 0.22% |
| Jio Financial Services Limited | 0.18% | 0.21% |
| Samvardhana Motherson International Limited | 0.18% | 0.22% |
| JK Cement Limited | 0.18% | 0.21% |
| Lenskart Solutions Limited | 0.18% | 0.22% |
| Max Healthcare Institute Limited | 0.17% | 0.21% |
| Oberoi Realty Limited | 0.17% | 0.21% |
| Cholamandalam Investment and Finance Company Limited | 0.17% | 0.21% |
| Coromandel International Limited | 0.17% | 0.21% |
| KALYAN JEWELLERS INDIA LIMITED | 0.17% | 0.21% |
| Torrent Pharmaceuticals Limited | 0.17% | 0.21% |
| Mahindra & Mahindra Financial Services Limited | 0.17% | 0.21% |
| JSW Infrastructure Limited | 0.17% | 0.21% |
| Bharat Petroleum Corporation Limited | 0.16% | 0.19% |
| The Indian Hotels Company Limited | 0.16% | 0.20% |
| Tata Motors Passenger Vehicles Limited | 0.16% | 0.18% |
| Tata Consumer Products Limited | 0.16% | 0.19% |
| Avenue Supermarts Limited | 0.16% | 0.19% |
| The Tata Power Company Limited | 0.16% | 0.18% |
| Cummins India Limited | 0.16% | 0.20% |
| BLUE STAR LTD | 0.16% | 0.20% |
| Gujarat Fluorochemicals Limited | 0.15% | 0.19% |
| Tata Communications Limited | 0.15% | 0.19% |
| Varun Beverages Limited | 0.15% | 0.18% |
| Nippon Life India Asset Management Limited | 0.15% | 0.19% |
| LG Electronics India Limited | 0.15% | 0.18% |
| ITC Hotels Limited | 0.15% | 0.18% |
| PI Industries Limited | 0.15% | 0.19% |
| ICICI Prudential Life Insurance Company Limited | 0.15% | 0.18% |
| SBI Cards and Payment Services Limited | 0.14% | 0.17% |
| CG Power and Industrial Solutions Limited | 0.14% | 0.18% |
| Britannia Industries Limited | 0.14% | 0.16% |
| Exide Industries Limited | 0.14% | 0.19% |
| Adani Total Gas Limited | 0.14% | 0.17% |
| Balkrishna Industries Limited | 0.14% | 0.17% |
| Jubilant Foodworks Limited | 0.14% | 0.18% |
| Astral Limited | 0.13% | 0.17% |
| Ajanta Pharma Limited | 0.13% | 0.14% |
| Container Corporation of India Limited | 0.13% | 0.15% |
| AIA Engineering Limited | 0.13% | 0.14% |
| ICICI Prudential AMC Ltd | 0.13% | 0.14% |
| Schaeffler India Limited | 0.13% | 0.16% |
| HDFC Life Insurance Company Limited | 0.13% | 0.17% |
| Bank of India | 0.12% | 0.16% |
| LIC Housing Finance Limited | 0.12% | 0.16% |
| HDFC Asset Management Company Limited | 0.12% | 0.13% |
| Power Finance Corporation Limited | 0.12% | 0.13% |
| Authum Investment & Infrastructure Ltd. | 0.12% | 0.15% |
| Indian Oil Corporation Limited | 0.12% | 0.16% |
| Motilal Oswal Financial Services Limited | 0.12% | 0.16% |
| Bank of Maharashtra | 0.12% | 0.16% |
| Dalmia Bharat Limited | 0.11% | 0.12% |
| Billionbrains Garage Ventures Ltd. | 0.11% | 0.15% |
| Bajaj Holdings & Investment.Ltd | 0.11% | 0.14% |
| GAIL (India) Limited | 0.11% | 0.15% |
| Thermax Limited | 0.11% | 0.12% |
| Vedanta Limited | 0.11% | 0.14% |
| DLF Limited | 0.11% | 0.12% |
| Pidilite Industries Limited | 0.11% | 0.13% |
| Indian Railway Catering & Tourism Corp | 0.11% | 0.14% |
| Solar Industries India Limited | 0.11% | 0.13% |
| Adani Green Energy Limited | 0.11% | 0.12% |
| Apollo Tyres Limited | 0.11% | 0.12% |
| Berger Paints (I) Limited | 0.11% | 0.12% |
| Linde India Limited | 0.11% | 0.12% |
| General Insurance Corporation of India | 0.11% | 0.14% |
| HDB Financial Services Limited | 0.11% | 0.14% |
| Adani Energy Solutions Limited | 0.11% | 0.12% |
| Bank of Baroda | 0.10% | 0.13% |
| Wipro Limited | 0.10% | 0.14% |
| Punjab National Bank | 0.10% | 0.11% |
| LTM Limited | 0.10% | 0.11% |
| Abbott India Limited | 0.10% | 0.14% |
| Canara Bank | 0.10% | 0.11% |
| Patanjali Foods Limited | 0.10% | 0.11% |
| Jindal Steel Limited | 0.10% | 0.12% |
| United Spirits Limited | 0.10% | 0.11% |
| K.P.R. Mill Limited | 0.10% | 0.11% |
| REC Limited | 0.09% | 0.10% |
| Godrej Consumer Products Limited | 0.09% | 0.09% |
| GlaxoSmithKline Pharmaceuticals Limited | 0.09% | 0.11% |
| Bharat Dynamics Limited | 0.09% | 0.09% |
| Bosch Limited | 0.09% | 0.11% |
| Bharti Hexacom Limited | 0.09% | 0.10% |
| Rail Vikas Nigam Limited | 0.09% | 0.12% |
| GLOBAL HEALTH LIMITED | 0.09% | 0.11% |
| Cochin Shipyard Limited | 0.09% | 0.10% |
| Siemens Limited | 0.08% | 0.09% |
| CRISIL Limited | 0.08% | 0.10% |
| Premier Energies Limited | 0.08% | 0.09% |
| ABB India Limited | 0.08% | 0.10% |
| Indian Renewable Energy Development Agency Limited | 0.08% | 0.08% |
| Bajaj Housing Finance Limited | 0.08% | 0.08% |
| Muthoot Finance Limited | 0.08% | 0.08% |
| 3M India Limited | 0.08% | 0.09% |
| Tata Elxsi Limited | 0.08% | 0.10% |
| Lodha Developers Limited | 0.08% | 0.09% |
| Union Bank of India | 0.08% | 0.09% |
| Adani Wilmar Limited | 0.08% | 0.09% |
| Endurance Technologies Limited | 0.08% | 0.09% |
| L&T Technology Services Limited | 0.07% | 0.08% |
| Escorts Kubota Limited | 0.07% | 0.08% |
| KPIT Technologies Limited | 0.07% | 0.09% |
| Hyundai Motor India Limited | 0.07% | 0.08% |
| Neyveli Lignite Corporation Ltd. | 0.07% | 0.09% |
| Tata Investment Corporation Ltd. | 0.07% | 0.07% |
| United Breweries Limited | 0.07% | 0.08% |
| Zydus Lifesciences Limited | 0.06% | 0.08% |
| Housing & Urban Development Corporation Limited | 0.06% | 0.09% |
| Shree Cement Limited | 0.06% | 0.09% |
| Anthem Biosciences Limited | 0.06% | 0.07% |
| NTPC Green Energy Limited | 0.06% | 0.08% |
| Siemens Energy India Limited | 0.06% | 0.08% |
| Hindustan Zinc Limited | 0.06% | 0.08% |
| ACC Limited | 0.05% | 0.08% |
| Ambuja Cements Limited | 0.05% | 0.06% |
| Hexaware Technologies Limited | 0.05% | 0.07% |
| Godfrey Phillips India Limited | 0.05% | 0.07% |
| Honeywell Automation India Limited | 0.05% | 0.06% |
| Mazagon Dock Shipbuilders Limited | 0.04% | 0.04% |
| Tata Capital Ltd | 0.04% | 0.05% |
| SJVN LIMITED | 0.03% | 0.04% |
| Indian Railway Finance Corporation Limited | 0.03% | 0.04% |
| Godrej Industries Ltd | 0.03% | 0.04% |
| The New India Assurance Company Ltd | 0.03% | 0.04% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 85.7% means 85.7% 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 2036
Every holding of this fund is also held by the other.
Largest holdings only in Zerodha Life Cycle Fund 2041
Every holding of this fund is also held by the other.
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Zerodha Life Cycle Fund 2036 | Zerodha Life Cycle Fund 2041 |
|---|---|---|
| Equity | 66.7% | 76.7% |
| Debt | 21.7% | 12.3% |
| Cash and others | 11.6% | 11.0% |
Market cap of stocks
| Market cap | Zerodha Life Cycle Fund 2036 | Zerodha Life Cycle Fund 2041 |
|---|---|---|
| Large Cap | 37.2% | 41.2% |
| Mid Cap | 28.2% | 33.9% |
| Small Cap | 1.3% | 1.6% |
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 2036 | Zerodha Life Cycle Fund 2041 |
|---|---|---|
| Banks | 13.9% | 13.1% |
| Pharmaceuticals & Biotechnology | 4.3% | 5.3% |
| IT - Software | 3.7% | 4.5% |
| Finance | 3.7% | 4.5% |
| Electrical Equipment | 2.6% | 3.1% |
| Automobiles | 2.6% | 3.1% |
The six largest sectors of each fund's stocks, % of the fund.
Zerodha Life Cycle Fund 2036 vs Zerodha Life Cycle Fund 2041: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Zerodha Life Cycle Fund 2036 | Zerodha Life Cycle Fund 2041 |
|---|---|---|
| Total expense ratio (Direct) | 1.02% | 1.14% |
| 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 2036 vs Zerodha Life Cycle Fund 2041: Frequently Asked Questions
What is the difference between Zerodha Life Cycle Fund 2036 and Zerodha Life Cycle Fund 2041?
Zerodha Life Cycle Fund 2036 is a mutual fund, Zerodha Life Cycle Fund 2041 is a mutual fund, run by Zerodha Mutual Fund. Their portfolios overlap 85.7%. Zerodha Life Cycle Fund 2036 charges 1.02% a year and Zerodha Life Cycle Fund 2041 1.14%.
Which has the lower expense ratio, Zerodha Life Cycle Fund 2036 or Zerodha Life Cycle Fund 2041?
Zerodha Life Cycle Fund 2036 charges less: 1.02% a year against 1.14%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Zerodha Life Cycle Fund 2036 and Zerodha Life Cycle Fund 2041 overlap?
85.7%. They hold 253 of the same securities, the largest shared ones being 6.94% GOI 11-May-2036, GOLDCASE, SILVERCASE. From each fund's latest monthly portfolio.
Which is riskier, Zerodha Life Cycle Fund 2036 or Zerodha Life Cycle Fund 2041?
On SEBI's riskometer, Zerodha Life Cycle Fund 2036 is rated Very High and Zerodha Life Cycle Fund 2041 Very High. Over their common history, the standard deviation of daily returns was 8.88% and 10.18% a year.
Can I invest in both Zerodha Life Cycle Fund 2036 and Zerodha Life Cycle Fund 2041?
Yes. 85.7% 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 2036 and Zerodha Life Cycle Fund 2041?
Zerodha Life Cycle Fund 2036: Kedarnath Mirajkar. Zerodha Life Cycle Fund 2041: 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.