Milestone - 2030 Target Date
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2030.
Returns
Mutual Funds
4
Min. Amount
₹1,111
Ideal for
About the model portfolio
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2030.
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2030.
The portfolio follows a pre-defined glidepath, automatically adjusting its asset allocation over time. In the initial years it focuses on growth assets like equities. As 2030 approaches, the allocation systematically shifts towards less risky investments such as government securities and overnight funds.
The exposure is taken via mutual funds from Zerodha Mutual Fund including Nifty LargeMidcap 250 Index Fund, Gold ETF FoF, Short Duration G-Sec Index Fund and Overnight Fund.
Live Performance
Tax Implication
Each Mutual Fund in this model portfolio has specific tax implications that depend on the nature of its underlying investments. Your individual tax liability will be determined by the type of fund, its holding period, and the capital gains or returns earned. To know more, check the tax implications of each underlying Mutual Fund separately.
| Top Constituents | Weightage (%) |
|---|---|
| Zerodha Nifty Short Duration G-Sec Index Fund | 35.00 % |
| Zerodha Overnight Fund | 35.00 % |
| Zerodha Nifty LargeMidcap 250 Index Fund | 21.00 % |
| Zerodha Gold ETF FoF | 9.00 % |
Resources
Other Model Portfolios
Milestone - 2040 Target Date
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