Zerodha Nifty Short Duration G-Sec Index Fund

1. What is the Zerodha Nifty Short Duration G-Sec Index Fund?
   It is an open-ended scheme replicating/tracking the Nifty Short Duration G-Sec Index, a Moderate Interest Rate Risk and Relatively Low Credit Risk

2. Where does the fund invest my money?
   The fund invests 95% to 100% of its assets in securities covered by the Nifty Short Duration G-Sec Index, primarily Government of India Securities (G-Secs). A small portion (up to 5%) may be held in cash or debt &  money market instruments for liquidity.
   
   

3. What is the benchmark index? 
   The fund tracks the Nifty Short Duration G-Sec Index TRI. This index represents Government of India bonds with a duration range of 1 to 3 years.
   
   

4. What is the risk profile of this fund? 

Risk-o-meter calculated during the NFO: The scheme is labelled as Low to Moderate Risk WIth PRC - A Moderate Interest Rate Risk and Relatively Low Credit Risk

5. Who is this fund suitable for? 
   This product may be suitable for investors who are seeking:

• Short duration income.

• Investment in securities in line with the Nifty Short Duration G-Sec Index to generate comparable returns subject to tracking error.

• A portfolio with low to moderate risk to their principal.
  
  

6. What is the minimum investment amount for this fund?

During the NFO: You can invest a minimum of ₹100 and in multiples of any amount thereafter.

After the NFO (Ongoing Offer Period):

• First-time Investment: Minimum ₹100 and in multiples of any amount thereafter.

• Additional Purchase: Minimum ₹100 and in multiples of any amount thereafter.
  
  

7. Can I hold these units in Demat form? 

Yes. You have the option to hold units in either Demat form or Statement of Account (SoA/Non-Demat) form.

8. How can I invest in this fund?

The fund is available on Coin by Zerodha, Groww, Kuvera, Paytm Money, IND Money, CAMS Online, MFU and MFC and other such platforms.

9. What is the applicable tax for this fund?
   Since April 1, 2020, income from mutual fund units is taxed in the hands of the investor at their applicable income tax slab rates. Investors should consult a tax adviser for personalised taxation.
   
   

10. Is there an exit load if I withdraw my money early? 
    No. There is Nil (zero) exit load for this scheme. You can redeem your units at any time without paying a penalty to the fund house.