Ask me anything about Zerodha Fund House

Hi, you could get this under the Disclosures section under TER. Following is the link:

Rgds

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HI @VishalJain , reg Life Cycle Funds , can you share more details on Debt , Commodities and Arbitrage?

Are they going to be some passive index or Active calls?

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Hey Gautam, our investment team would be managing the portfolio based on an internally developed i.e. a pre-defined glidepath for the year. The table mentioned is an indication of the same glidepath in 5 year blocks. There will be no active calls taken. Hope this clarifies. Rgds

Hey. Need a quick clarification of Life cycle Fund. Let’s say I choose the 2036 fund and put in Rs 100 every month. So on 2036, my units will be automatically sold? I read that exit load is Nil after 3 years. What about the exit load on units accumulated from 2033-2036?

Hey Anubhav, 31-Dec-2036 will be maturity where the underlying investments of the fund will be sold and money returned to the investors. Additionally there is a provision that the scheme can be merged with the scheme closest to maturity which is also an option.

Wrt the load, it will apply only if you exit before the maturity or merger.

Hope this clarifies.