Name: 3-in-1 Multi Asset Allocation
Brand: smallcase
SKU: ZEFHAA_0001
Price: 720 INR

Zerodha Asset Management Private Limited (‘Zerodha AMC’’) being the Asset Manager for schemes of Zerodha Mutual Fund is India’s first Asset Management Company focused exclusively on building passive investment products. Backed by Zerodha Broking Limited and smallcase Technologies Private Limited, it creates index funds and ETFs designed to be simple and transparent. It adopts a technology-first approach to develop funds that cater to the needs of Indian investors.

Nifty 500 Index

3-in-1 Multi Asset Allocation

Aditya Chayapathy

Grow, protect, and balance your wealth with equity, debt, and gold in one basket

ETFs listed on the stock exchange(s)

<ul><li>Zerodha AMC aims to create model portfolios tailored to the diverse needs and risk profiles of investors by leveraging ETFs through broad diversification across single &amp; multiple asset classes.</li></ul> <ul><li>Multi Asset Allocation selects four ETFs from Zerodha Mutual Fund to enable exposure towards equity, debt, and gold respectively.</li></ul>

ETFs that fit the theme and objective of the model portfolios are selected for the final constituents list.

Based on the internal research, weights of the constituents are determined, taking into account the factors of risk and returns.

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

3-in-1 Multi Asset Allocation

3-in-1 Multi Asset Allocation

Overview

ETFs & Weights