4 days ago
Zerodha Fund House Launches Five-Year Life Cycle Fund
Zerodha Fund House has introduced a new mutual fund designed for people investing until 2031.
It is called the Zerodha Life Cycle Fund 2031.
People can apply for it between August 27 and September 10, 2026.
The fund invests money in shares, government debt and commodities such as gold and silver.
Its investment mix is planned to become safer as 2031 gets closer.
This means investors may not need to change the mix themselves.
The minimum amount needed to invest is ₹100.
At the end, investors can take out their money or stay invested under the fund’s rules.
Zerodha Fund House launched the Life Cycle Fund 2031, a target-date mutual fund with a five-year maturity horizon.
The fund’s New Fund Offer opened on August 27, 2026, and closes on September 10, 2026.
The Life Cycle series now includes target dates of 2031, 2036 and 2041, representing five-, 10- and 15-year horizons.
The fund will allocate investments across equity, debt, commodities, gold, silver and arbitrage, becoming more conservative as 2031 approaches.
The minimum investment is ₹100, with no lock-in period, although exit loads may apply; investors can withdraw or remain invested at maturity.
- Who
- Zerodha Fund House, led by CEO Vishal Jain, launched the fund.
- What
- It launched the Zerodha Life Cycle Fund 2031, a target-date mutual fund.
- Where
- The fund invests in Indian securities and commodities, but the articles do not specify a launch location.
- When
- The launch was announced on August 28, 2026; its NFO runs from August 27 to September 10, 2026.
- Why
- The fund is intended to manage asset allocation automatically as investors approach their target date.
Key facts
- Fund
- Zerodha Life Cycle Fund 2031
- Fund type
- Target-date mutual fund
- Investment horizon
- Five years
- NFO period
- August 27 to September 10, 2026
- Minimum investment
- ₹100
- Asset classes
- Equity, debt, commodities including gold and silver, and arbitrage
- Tax classification
- Equity-oriented fund throughout its lifecycle
- Lock-in
- No lock-in period; applicable exit loads may apply
Sources
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