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Solution oriented · Life Cycle · Zerodha CASE
Zerodha Case Life Cycle Fund 2036
NAV, returns, holdings and category rank. Updated 6 Nov 2026.
Zerodha Case Life Cycle Fund 2036 is a Solution oriented · Life Cycle fund from Zerodha CASE. Its largest holdings are HDFC Bank Ltd, ICICI Bank Ltd, Axis Bank Ltd.
At a glance
What it holds
- Banks 14%
- Pharmaceuticals & Biotechnology 4%
- IT - Software 4%
- Finance 3%
- Petroleum Products 3%
- Automobiles 2%
- Other / cash 70%
67% in shares across 249 stocks. Biggest: HDFC Bank Ltd, ICICI Bank Ltd, Axis Bank Ltd.
Last five years
How bumpy
Worst fall in five years
In past market falls
From AMFI NAV history (via mfapi.in) and NSE's Nifty 50 month-end levels, price only. Past performance may or may not be sustained in future. A description of the past, not a rating or a recommendation.
| Plan | NAV | 1 year | 3 years a yr | 5 years a yr | 3Y rank |
|---|---|---|---|---|---|
| Direct | ₹9.8749 | — | — | — | — |
1-year figures are absolute returns; 3 and 5-year figures are yearly compounded. Growth options, from AMFI's NAVs. Ranks compare the same plan within the category by past return; they are not a rating.
What Zerodha Case Life Cycle Fund 2036 owns
249 stocks, 66.7% of the fund in shares, from the portfolio Zerodha CASE disclosed for September 2026.
Top 10 holdings
Sector mix
Questions
What is the NAV of Zerodha Case Life Cycle Fund 2036?
The direct plan's NAV was ₹9.8749 on 6 Nov 2026.
What returns has Zerodha Case Life Cycle Fund 2036 given?
Direct plan: — over 1 year, — a year over 3 years and — a year over 5 years, as of 6 Nov 2026.
Which stocks does Zerodha Case Life Cycle Fund 2036 hold?
As disclosed for September 2026, its top holdings were HDFC Bank Ltd, ICICI Bank Ltd, Axis Bank Ltd, out of 249 stocks.
Should I choose the regular or the direct plan?
Both plans hold the same portfolio. The direct plan has a lower expense ratio; the regular plan is bought through a distributor, who is paid a commission and helps you choose, invest and keep track.