About Zerodha CASE Life Cycle Fund 2041
Zerodha CASE Life Cycle Fund 2041 is a life cycle fund managed by Zerodha CASE Mutual Fund. Funds that shift gradually from equity to debt as their target maturity date approaches.
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 the target date approaches. There is no assurance or guarantee that the investment objective of the scheme would be achieved.
The scheme's stated objective, as published by Zerodha CASE Mutual Fund.
The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.
Tax on your gains
How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.
Work out what you would owe with the capital gains tax calculator.
Every plan and option, with scheme codes
| Plan | Option | NAV | Scheme code |
|---|---|---|---|
| Direct | Growth Option | ₹9.9186 | 154437 |
Frequently asked questions
What is the NAV of Zerodha CASE Life Cycle Fund 2041 today?
The NAV of Zerodha CASE Life Cycle Fund 2041 (Direct plan, Growth) is ₹9.9186, as of 13 Nov 2026.
What returns has Zerodha CASE Life Cycle Fund 2041 given?
Over the last year the Direct plan returned –. Past returns do not guarantee future returns.
What is the expense ratio of Zerodha CASE Life Cycle Fund 2041?
The Direct plan charges 1.39% a year, as disclosed on 30 Sept 2026. The fee is already taken out of the NAV, so the returns above are what you keep.
What is the minimum SIP amount in Zerodha CASE Life Cycle Fund 2041?
You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.
How much has Zerodha CASE Life Cycle Fund 2041 fallen in the past?
Its deepest fall was 9.8% from 25 Aug 2026 to 23 Oct 2026.
Which category does Zerodha CASE Life Cycle Fund 2041 belong to?
It is a Life Cycle Fund from Zerodha CASE Mutual Fund. Funds that shift gradually from equity to debt as their target maturity date approaches.
How are gains from Zerodha CASE Life Cycle Fund 2041 taxed?
How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.
Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.