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Zerodha CASE Mutual Fund

Zerodha Life Cycle Fund 2036 Direct Growth

NAV on 12 Nov 2026

9.9611

Return calculator

Monthly Investment
Time Period
₹0.10 Lac
Bank Ac
₹0.10 Lac
Fixed Deposit
₹0.10 Lac
This Fund
Total Investment₹ 10,000.00
Total Gains₹ 434.79

Total Value₹ 10,434.79
Invest now

Note: Past profits do not guarantee future returns.

Fund Performance

Performance in Life Cycle Funds with maturity of 10 years

1 M
4.35%
2.03%
3 M
-1.91%-2.20%
This FundvsCategory Avg

Stock Holdings

No holdings data available.

Asset Allocation

Equity
63.72%
Debt
21.67%
Cash
5.78%
Other
8.84%

Sector Allocation

No sector data available.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

Scheme Snapshot

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

AUM

₹ 22.19 Cr.

Lock in Period

0.0 Years

Expense Ratio

1.29%

Inception Date

10 Jul 2026

Exit Load

Exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 years and 1% if redeemed after 2 years but within 3 years.

Fund Manager

Name

Kedarnath Mirajkar

Qualification

Finance Postgraduate from Wigan & Leigh, Mumbai

AMC Information

Zerodha CASE Mutual Fund

AUM (cr).

₹2,583.45

Funds Managed

14

AMC Age

2 Yrs

Date of Incorporation

28 Dec 2023

Phone

080 69601101

Address

IndiQube Penta, New No.51(Old No.14), Richmond Road,, Bangalore - 560025

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