Zerodha NIFTY Short Duration G-Sec Index Fund - Direct Plan - Growth Option

Q: How to check the XIRR of Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Zerodha Mutual Fund

Expense Ratio: -

Risk: -

Other Scheme - Index Funds

Plan: Direct

Benchmark: -

Inception: 26-12-2025

Exit Load: Nil

Fund Size:₹16.23 Cr

Performance

FundN/A

Cat. Avg.-0.92%

FundN/A

Cat. Avg.0.42%

FundN/A

Cat. Avg.9.27%

FundN/A

Cat. Avg.7.81%

10Y

FundN/A

Cat. Avg.11.35%

Fund2.09%

Cat. Avg.5.56%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	7.06% GOI - 10-Apr-2028	DEBT	G-Sec	Sovereign	6.08%	7.48	46.08%
2	7.26% GOI 14-Jan-2029	DEBT	G-Sec	Sovereign	6.25%	7.19	44.33%
3	7.37% GOI - 23-OCT-2028	DEBT	G-Sec	Sovereign	6.10%	0.77	4.75%
4	Clearing Corporation of India Limited	CASH	CCIL	CCIL	5.49%	0.41	2.53%
5	Net Receivable / Payable	CASH	Others	Others		0.37	2.31%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	09 Mar, 26	40000	40306	+0.8%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	12 Feb, 26	1 L.	1.02 L.	+2.1%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.