Zerodhaamc - Nxt100case · NSE:NXT100CASE
Zerodhaamc - Nxt100case — Zerodha Fund House — Investor Presentation (August 2026)
13 slides from Zerodhaamc - Nxt100case's investor presentation, Aug 26, 2026
Slide 1: Introducing India's First Life Cycle Funds
OG Introducing India’s First Life Cycle Funds A Finish Line for Every Goal ® Zerodha Life Cycle Fund 2031 ® Zerodha Life Cycle Fund 2036 ® Zerodha Life Cycle Fund 2041 MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY erodha Mutu SEB! Registration No: M
Slide 2: Funds Built Around Your Goals
Funds Built Around Your Goals In ~5 Years For Your Dream Vacation In ~10 Years Down Payment For Your Dream Home A ALAC = In ~15 Years To Fund Your Child’s Higher Education MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY
Slide 3: Pick A Year, The Fund Does The Rest
Pick A Year CO The Fund Does The Rest Pick your target year that matches your goal w Start an SIP or invest one-time in the fund closest to your goal year The fund does the asset allocation @ It starts with a growth-oriented allocation tilted towards equity and automatically shifts to a more conserv
Slide 4: Different Funds That Suit Your Goals
Different Funds OG That Suit Your Goals Zerodha Life Cycle Fund 2031 @ NFO Live Matures in Suitable for 5 Years Buyingacar ® Vacation Open for Subscription In 10 Di t . mae Yeats own Paynes Zerodha Life Cycle Fund 2036 For Your Dream Home In 15 . To fund . " yes om your . Zerodha Life Cycle Fund 204
Slide 5: Rule-Based Multi-Asset Exposure
Rule-Based Oo Multi-Asset Exposure These funds invest across a mix of asset classes including equity, debt and commodities like gold and silver Equity - Tracks the Nifty LargeMidcap 250 Index iN Invests in India's Top 250 companies for growth-oriented (higher risk) allocation Commodities - Gold & Si
Slide 6: Allocation That Shifts Over Time
Allocation That ) Shifts Over Time It starts with a growth-oriented allocation tilted towards equity and automatically shifts to a more conservative allocation [i Today TY 15Y YEARS TO MATURITY @ Growth-oriented ™® Conservative MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME REL
Slide 7: Designed For Goal Based Investing
Designed For OG Goal Based Investing * Suitable for you Can stay invested for the long term Have a specific target in mind Want the allocation to shift automatically Comfortable with higher risk in the early years * NOT Suitable for you Need money in the short term. Exit loads apply for the first 3
Slide 8: Disciplined & Tax Efficient
Disciplined & Tax Efficient Min Investment Lock-in Exit load Exit load Amount Period (For Year 1, 2, 3) (>3 years) 7100 No 3%, 2%, 1% NIL Short-term capital gains Taxed at 20% For investment period <= 12 month, gains are treated as short-term capital gains & taxed at 20% (plus 4% cess and surcharge,
Slide 9: Quote from CEO Vishal Jain
OG 6¢ The mutual fund industry has historically been organised around products. We believe the next phase of investing will be organised around goals. Target-date funds, as a category, have transformed long-term investing globally, and we're excited to introduce something similar to Indian investors
Slide 10: NFO Live on All Major Platforms
NFO Live on All Major Platforms O Coin ‘od Groww w Kuvera G ET Money A Paytm Money Nb INDmoney @ Dhan A MFU cus CAMS online and more... Disclaimer: All the logos used in this slide are Trademark™ and Registered Trademark? of the respective holders. Use of them does not imply any affiliation or endor
Slide 11: Zerodha Life Cycle Fund 2036
Zerodha Life Cycle Fund 2036 (An open ended fund with attributes of pre-defined maturity and glide path for goal based investing) This Product is Suitable for Investors .g Risk-o-meter of the scheme Risk-o-meter of the Benchmark who are seeking": (50% Nifty 200 TRI + 5% Domestic prices of Physical G
Slide 12: Zerodha Life Cycle Fund 2031
OG Zerodha Life Cycle Fund 2031 (An open ended fund with attributes of pre-defined maturity and glide path for goal based investing.) This Product is Suitable for Investors who are Risk-o-meter of the scheme seeking*: 1. Capital appreciation aligned with a specific target year (2031). 2. Investment
Slide 13: Disclaimers
Disclaimers + This presentation dated 26th Aug, 2026 has been prepared by Zerodha Asset Management Private Limited based on the publically available data and other sources believed to be reliable. Any calculations made are approximations, meant as guidelines only, which you must confirm before relyi
Zerodha Fund House — Investor Presentation (August 2026) on 6ix