Zerodha Life Cycle Fund 2041 Direct Growth

Fund Overview

Fund Size

Expense Ratio

ISIN

INF0R8F01216

Minimum SIP

₹100

Exit Load

Inception Date

10 Jul 2026

About this fund

Zerodha Life Cycle Fund 2041 Direct Growth is a Balanced Allocation mutual fund schemes offered by Zerodha Mutual Fund. This fund has been in existence for 1 months and 18 days, having been launched on 10-Jul-26

Zerodha Life Cycle Fund 2041 Direct Growth has given a CAGR return of 1.42% since inception.
You can start investing in Zerodha Life Cycle Fund 2041 Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

Since Inception

+1.42%

— (Cat Avg.)

Risk & Performance Ratios

Fund Managers

Kedarnath Mirajkar

Since July 2026

Additional Scheme Details

ISIN

INF0R8F01216

Expense Ratio

Exit Load

Fund Size

Age

1 month

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty 200 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Balanced Allocation Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Zerodha Life Cycle Fund 2031 Direct Growth High Risk	-	3.0%	-	-
ICICI Prudential Life Cycle Fund 2031 Regular Growth Very High Risk	-	3.0%	-	-
ICICI Prudential Life Cycle Fund 2031 Direct Growth Very High Risk	-	3.0%	-	-
UTI Balanced Hybrid Fund Direct Growth High Risk	-	1.0%	-	-
UTI Balanced Hybrid Fund Regular Growth High Risk	-	1.0%	-	-
SBI Balanced Hybrid Fund Direct Growth Very High Risk	-	1.0%	-	-
SBI Balanced Hybrid Fund Regular Growth Very High Risk	-	1.0%	-	-
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50 50 ETF High Risk	0.1%	-	-	-
ICICI Prudential Balanced Hybrid Fund Regular Growth High Risk	1.8%	1.0%	-	-
ICICI Prudential Balanced Hybrid Fund Direct Growth High Risk	0.6%	1.0%	-	-
Zerodha Life Cycle Fund 2036 Direct Growth Very High Risk	-	-	-	-
Zerodha Life Cycle Fund 2041 Direct Growth Very High Risk	-	-	-	-
WhiteOak Capital Balanced Hybrid Fund Direct Growth Very High Risk	0.7%	0.0%	₹295.21 Cr	6.7%
WhiteOak Capital Balanced Hybrid Fund Regular Growth Very High Risk	2.3%	0.0%	₹295.21 Cr	5.1%
360 ONE Balanced Hybrid Fund Direct Growth High Risk	0.6%	1.0%	₹725.87 Cr	7.2%
360 ONE Balanced Hybrid Fund Regular Growth High Risk	2.2%	1.0%	₹725.87 Cr	5.6%

About the AMC

Zerodha Mutual Fund

+91 8069601101

https://www.zerodhafundhouse.com/

Total AUM

₹16,652 Cr

Address

153/154, 4th Cross, J.P Nagar 4th Phase, Opp. Clarence Public School, Bengaluru - 560078

Other Funds by Zerodha Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Zerodha Life Cycle Fund 2031 Direct Growth High Risk	-	3.0%	-	-
Zerodha Arbitrage Fund Direct Growth Low Risk	-	0.0%	-	-
Zerodha Life Cycle Fund 2036 Direct Growth Very High Risk	-	-	-	-
Zerodha Life Cycle Fund 2041 Direct Growth Very High Risk	-	-	-	-
Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹12.75 Cr	-
Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹12.41 Cr	-
Zerodha Nifty Short Duration G-Sec Index Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹19.72 Cr	-
Zerodha BSE SENSEX Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹18.95 Cr	-
Zerodha Nifty 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹69.16 Cr	-
Zerodha Multi Asset Passive FoF Direct Growth Very High Risk	0.2%	0.0%	₹177.00 Cr	17.3%
Zerodha Silver ETF FoF Direct Growth Very High Risk	0.2%	0.0%	₹214.24 Cr	100.8%
Zerodha Overnight Fund Direct Growth Low Risk	0.1%	0.0%	₹111.18 Cr	5.2%
Zerodha Gold ETF FoF Direct Growth High Risk	0.2%	0.0%	₹342.51 Cr	55.0%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹289.75 Cr	6.7%
Zerodha Nifty LargeMidcap 250 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹1545.61 Cr	6.6%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Zerodha Life Cycle Fund 2041 Direct Growth?

The NAV of Zerodha Life Cycle Fund 2041 Direct Growth, as of 27-Aug-2026, is ₹10.14.

Who manages the Zerodha Life Cycle Fund 2041 Direct Growth?

The fund managers responsible for Zerodha Life Cycle Fund 2041 Direct Growth are:-

Kedarnath Mirajkar

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Zerodha Life Cycle Fund 2041 Direct Growth

Fund Overview