Milestone - 2040 Target Date
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2040.
Returns
Mutual Funds
3
Min. Amount
₹490
Ideal for
About the model portfolio
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2040.
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2040.
The glidepath approach initially focuses on equities for long-term growth and gradually shifts toward safer assets like government securities and overnight funds as 2040 approaches.
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 LargeMidcap 250 Index Fund | 47.60 % |
| Zerodha Nifty Short Duration G-Sec Index Fund | 32.00 % |
| Zerodha Gold ETF FoF | 20.40 % |
Resources
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Milestone - 2060 Target Date
