MUTUAL FUNDS
Zerodha Mutual Fund files offer document for Life Cycle Fund 2056
Aug-20-2026
Zerodha Mutual Fund has filed offer document with SEBI to launch an open-ended fund named ‘Zerodha Life Cycle Fund 2056'. The New Fund Offer price will be Rs 10 per unit during the NFO. Entry load will be nil. Exit load- up to 1year will be 3%; More than 1year and  upto 2years will be 2%; More than 2 years and upto 3years will be 1%; More than 3 years will be NIL.  The Scheme offers growth option only for investment and seeks to collect a Minimum Target Amount of Rs 10 crore.

The performance will be benchmarked against 65% Nifty 200 TRI + 5% Domestic prices of Physical Gold + 5% Domestic prices of Physical Silver + 25% CRISIL 10 year Gilt Index. The minimum application will be Rs 100 and any amount thereafter.

The investment objective of the scheme 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/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.

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