Insufficient fund history to generate its report card
Average credit rating
Not Rated
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Balanced
Direct growth
Launched On
10 Jul 2026
Lock-in Period
No lock-in
NAV
as of 17 Jul 2026
₹9.9522
+0.1117% (0.10)
AUM
₹0 Cr
Benchmark
Fund Plan
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Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
There is no exit load
Distribution
Asset split
Market capital
Fund House
Zerodha
Inc: 08 Nov 2023 • Total AUM: ₹14,295 Cr • Rank #32
Zerodha Asset Management Pvt Ltd, established on December 20, 2021. The role of CEO is presently held by Vishal Jain, who is responsible for overseeing the operations of the AMC.
Fund Managers
Kedarnath Mirajkar
Experience: 2.68 yrs • Total AUM: 16,370 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.