Zerodhaamc - Nxt100case · NSE:NXT100CASE
Zerodhaamc - Nxt100case — Zerodha Asset Management — Investor Presentation (June 2026)
12 slides from Zerodhaamc - Nxt100case's investor presentation, Jun 22, 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 2036 ® Zerodha Life Cycle Fund 2041 MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY
Slide 2: Funds Built Around Your Goals
OG Funds Built Around Your Goals In ~10 Years Down Payment For Your Dream Home In ~15 Years To Fund Your Child’s Higher Education In ~25 Years For Your Much Deserved Retirement Life 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 Start an SIP or invest one-time in the fund closest to your goal year The fund does the asset allocation equity and automatically shifts to a more conservative allocation iw eG It starts with a growth-oriented allocat
Slide 4: Different Funds That Suit Your Goals
Different Funds OG That Suit Your Goals Zerodha Life Cycle Fund 2036 Zerodha Life Cycle Fund 2041 @ NFO Live @ NFO Live Suitable for Suitable for Loan Down Payment @ Start a Business & Child's Education = —_— Financial Independence @ Maturesin 10 Years Maturesin 15 Years More funds coming soon COMIN
Slide 5: Rule-Based Multi-Asset Exposure
Rule-Based QO 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 LN 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 [ Today 1s a YEARS TO MATURITY @ Growth-oriented ® Conservative MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATE
Slide 7: Designed For Goal Based Investing
OG Designed For Goal Based Investing * Suitable for you * Suitable NOT for you g Can stay invested for the long x Need money in the short term. Exit term loads apply for the first 3 years No specific goal or target year in Have a specific target in mind P 8 * mind Want the allocation to shift Prefer
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: The mutual fund industry has historically been organised around products
OG 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 fo
Slide 10: NFO Live on All Major Platforms
NFO Live on All Major Platforms O Coin e Groww wy Kuvera B. 5Paisa A Paytm Money IND INDmoney @ Dhan money mFU @ MFU chvs 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 affiliatio
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
Slide 12: Disclaimers
Disclaimers + This presentation dated 22nd Jun, 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
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