Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan

Name: Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan
Brand: Zerodha Mutual Fund

Fund Card

Value Research Rating

Unrated

Our Opinion

Riskometer

Low to Moderate

₹1,006.6334 -0.02%

As on 18-Mar-2026

Returns

Calculate SIP Returns of Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

More Details about Returns

Risk

This fund has Low to Moderate risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

More Details about Risk

Portfolio of Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan

Asset Allocation

Credit Rating Weightage

Portfolio Breakdown

Peer Comparison

Fund name	Rating	Risk		Expense Ratio (%)
Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan	Unrated	Low to Moderate	loading...	0.18
ICICI Prudential Short Term Fund - Direct Plan Invest Now		Moderate	loading...	0.45
HDFC Short Term Debt Fund - Direct Plan Invest Online		Moderate	loading...	0.40
SBI Short Term Debt Fund - Direct Plan Invest Online		Moderate	loading...	0.40
Axis Short Duration Fund - Direct Plan Invest Online		Moderate	loading...	0.38

Detailed Comparison

Other details of Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan

Assets

₹16 Cr

Exit Load (Days)

Min. Investment (₹)

100

Min. Withdrawal (₹)

100

Min. SIP Investment (₹)

100

Min. No of Cheques

More Details

About Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan

Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan is a debt mutual fund scheme of Zerodha Mutual Fund. Launched on January 14, 2026, it is currently managed by Kedarnath Mirajkar. The fund has an expense ratio of 0.18% with an overall AUM (Assets Under Management) of ₹16 Cr.

Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between one and three years. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.

Investment Strategy

The scheme seeks to provide returns that, before expenses, align with the total returns of the securities constituting the Nifty Short Duration G-Sec Index, subject to tracking error.

Suitability

Short Duration funds are suitable for:

Debt allocation in your long-term portfolio
Earning marginally higher returns than fixed deposits, with low-to-moderate volatility and flexibility to redeem anytime
Investment horizon of 1-3 years

Note:

Unlike FD, there is no guarantee of returns
Not suitable for long-term wealth creation
Being passively managed, the fund replicates the portfolio of its chosen benchmark index

Capital Gains Taxation

If investment is made on or after 1 April 2023: Entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
If investment is made before 1 April 2023:

Sold within 2 years from the date of investment: Gains are added to the investors' income and taxed according to the applicable slab rate.
Sold after 2 years from the date of investment: Gains are taxed at the rate of 12.5%.

No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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FAQ for Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan

How to Invest in Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan can be bought from the Zerodha Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

What is the current NAV of Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan Today?

The latest declared NAV of Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan, is ₹1,006.6334 as of 19-Mar-2026.

What are the top holdings of Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan?

Company	Percentage of Portfolio
GOI Sec 7.26 14/01/2029	68.82
GOI Sec 7.04 03/06/2029	26.68

What is the return of Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan in the last 5 years?

Over the past five years, Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan has delivered an annualised return of --% as of 19-Mar-2026.

What is the minimum investment required in Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan?

The minimum investment required to start investing in Zerodha Nifty Short Duration G-Sec Index Fund - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.