Milestone - 2035 Target Date
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2035.
Returns
Mutual Funds
3
Min. Amount
₹606
Ideal for
About the model portfolio
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2035.
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2035.
The portfolio follows a pre-defined glidepath where allocation starts with growth assets like equities and gradually shifts toward lower risk investments as the target year approaches.
The exposure is taken via Zerodha Nifty LargeMidcap 250 Index Fund, Zerodha Gold ETF FoF, Zerodha Nifty Short Duration G-Sec Index Fund and Zerodha 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 | 45.00 % |
| Zerodha Nifty LargeMidcap 250 Index Fund | 38.50 % |
| Zerodha Gold ETF FoF | 16.50 % |
Resources
Other Model Portfolios
Milestone - 2040 Target Date
Gold & Silver 60/40 Tracker
