Milestone - 2055 Target Date
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2055.
Returns
Mutual Funds
3
Min. Amount
₹5,000
Ideal for
About the model portfolio
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2055.
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2055.
The portfolio gradually reduces risk exposure over time by shifting allocation toward government securities and overnight funds.
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 | 68.60 % |
| Zerodha Gold ETF FoF | 29.40 % |
| Zerodha Nifty Short Duration G-Sec Index Fund | 2.00 % |
Resources
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