Milestone 2060 Target Date
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2060
Returns
ETFs
3
Min. Amount
₹83
Ideal for
About the model portfolio
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around the year 2060.
This model portfolio offers a single, diversified strategy for investors targeting a financial goal around 2060.
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 2060 approaches, the allocation systematically shifts towards more stable investments, such as government securities and cash, to protect the accumulated capital and reduce risk, making it an all-in-one strategy.
The exposure is taken via these ETFs from Zerodha Mutual Fund:
- Zerodha Nifty 100 ETF – Included in the model portfolio for exposure to Large cap companies
- Zerodha Nifty Midcap 150 ETF - Provides exposure to Midcap companies as part of the model portfolio
- Zerodha Nifty 8-13 Yr G-Sec ETF – Used in the model portfolio to invest in medium to long-term Indian government securities
- Zerodha Gold ETF – Included in the model portfolio to provide exposure to Gold
- Zerodha Nifty 1D Rate Liquid ETF – To provide cash equivalent exposure
Live Performance
Tax Implication
Each ETF 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 ETF, its holding period, and the capital gains or returns earned. To know more, check the tax implications of each underlying ETF separately.
| Top Constituents | Weightage (%) |
|---|---|
| Zerodha Nifty 100 ETF | 40.00 % |
| Zerodha Nifty Midcap 150 ETF | 40.00 % |
| Zerodha Gold ETF | 20.00 % |
Resources
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