New Funds Offers

Zerodha Life Cycle Fund 2041

Objective of Scheme
The primary objective of the Zerodha Life Cycle Fund 2041 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
Scheme Type-Open Ended
Scheme Category-Hybrid Scheme – Multi Asset Allocation
New Fund Launch Date-19 Jun 2026
New Fund Offer Closure Date-07 Jul 2026
Indicate Load Separately
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 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*
Minimum Subscription Amount
100

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Zerodha Life Cycle Fund 2036

Objective of Scheme
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 capita
Scheme Type-Open Ended
Scheme Category-Hybrid Scheme – Multi Asset Allocation
New Fund Launch Date-19 Jun 2026
New Fund Offer Closure Date-07 Jul 2026
Indicate Load Separately
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
Minimum Subscription Amount
100

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JM Multi Asset Allocation Fund

Objective of Scheme
To provide long term capital appreciation and generate income by investing in instruments across multiple asset classes viz. Equity, Debt, Gold/silver related instruments and other exchange traded commodity derivatives. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.
Scheme Type-Open Ended
Scheme Category-Hybrid Scheme – Multi Asset Allocation
New Fund Launch Date-24 Jun 2026
New Fund Offer Closure Date-08 Jul 2026
Minimum Subscription Amount
Rs 5000/-

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Tata Multi Sector Passive FOF

Objective of Scheme
To generate long term capital appreciation from a portfolio created by actively investing in units of Passive Equity mutual fund schemes in multiple sectors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Scheme Type-Open Ended
Scheme Category- FoF Domestic
New Fund Launch Date-22 Jun 2026
New Fund Offer Closure Date-06 Jul 2026
Indicate Load Separately
Entry Load: Not Applicable Exit Load: 1. On or before 30 days from the date of allotment: 0.50% 2. After 30 days from the date of allotment: NIL Goods & Service Tax on exit load, if any, will be paid out of the exit load proceeds and exit load net of Goods & Service Tax, if any, will be credited to the scheme.
Minimum Subscription Amount
Rs 5,000/- and in multiple of Re.1/- thereafter

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HDFC Nifty Auto Index Fund

Objective of Scheme
Passive investment in equity and equity related securities replicating the composition of the Nifty Auto Index (TRI), subject to tracking errors.
Scheme Type-Open Ended
Scheme Category – Index Funds
New Fund Launch Date-22 Jun 2026
New Fund Earliest Closure Date-03 Jul 2026.

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