Target-date funds Zerodha file drafts

General
1

Zerodha Mutual Fund has filed draft documents with the Securities and Exchange Board of India (SEBI) to launch two open-ended life cycle funds: the Zerodha Life Cycle Fund 2036 and the Zerodha Life Cycle Fund 2041.
The funds automatically adjust their asset allocation as the target date approaches, starting with a higher risk/reward equity allocation and gradually shifting to conservative debt assets as the maturity year nears.
Refer

  1. India’s answer to target-date funds arrives as Zerodha, ICICI Prudential MF file drafts
  2. Zerodha files draft papers with SEBI for 2 passive funds - The HinduBusinessLine

Tax Efficiency : Not sure Zerodha will use arbitrage strategies to avoid losing favorable equity tax treatments .

1 Like
2

We should have one target fund for every year

1 Like