3-in-1 Multi Asset Allocation

3-in-1 Multi Asset Allocation

by Zerodha Fund House


Equity, Gold and Debt: A balanced portfolio to grow, balance and protect your wealth

Investment Rationale

This model portfolio aims to blend equity, debt, and gold in one basket. While the equity component provides growth potential, the debt and gold components may add stability and help protect the strategy during turbulent market conditions. The exposure is taken with the help of four ETFs from Zerodha Mutual Fund:


  1. Zerodha Nifty 100 ETF - This ETF invests in securities part of the Nifty 100 Index (or Largecaps).
  2. Zerodha Nifty Midcap 150 ETF- This ETF invests in securities part of the Nifty Midcap 150 Index (or Midcaps).
  3. Zerodha Gold ETF - This ETF aims to track the performance of gold by investing in Physical Gold.
  4. Zerodha Nifty 8-13 Yr G-Sec ETF - This ETF invests in medium to long-term Indian government securities.

Performance

Unlock all metrics

As per applicable guidelines, returns stay locked unless you ask to view them

About the Manager

Understand smallcase costs and returns