Name: SYKES & RAY EQUITIES (I) LTD.
Address: 3rd Floor, Cama Building, Dalal St, Kala Ghoda, Fort, Mumbai, 400001, IN
Telephone: 022 6193 7300

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Scheme Snapshot

Zerodha Life Cycle Fund 2036 - Direct Plan

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Fund :	Zerodha Mutual Fund
Category :	Hybrid - Multi Asset Allocation
Type :	Open Ended
NAV()	0.0000

Percentage Returns :
1 Month Ago :	0%
3 Months Ago :	0%
1 Year Ago :	0%

Snapshot

Inception Date	19/06/2026	Fund Manager	Mr. Kedarnath Mirajkar
Initial Price	10.00	Min. Invest.	rs 100
Objectives	The primary objective of the Zerodha Life Cycle Fund 2036 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 and 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.
Entry Load	Nil
Exit Load	Up to 1 year - 3% More than 1 year and up to 2 years - 2% More than 2 years and up to 3 years - 1% More than 3 years - NIL
Scheme Plan	Growth
Scheme Class	Equity - Hybrid
Scheme Type	Open Ended

Trailing Returns

Type	1 Mth(in %)	3 Mths(in %)	1 Yr(in %)	3 Yrs(in %)
Category	1.59	4.77	4.82	25.44
Sensex	2.13	3.5	-5.6	6.73
Nifty	1.67	4.4	-3.15	8.59

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Mutual Fund

IndiQube Penta, New No. 51 (Old No. 14), Richmond Road,, Bengaluru, Karnataka, India - 560025
Email : compliance@zerodhafundhouse.com
Web : https://www.zerodhafundhouse.com/

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