Largecaps, Midcaps and Debt: A blend of growth potential and stability
Investment Rationale
This model portfolio aims to create a balanced investment by combining equity and debt. The equity component, split between large-cap and mid-cap stocks, offers growth potential, while the debt component aims to provide stability and cushion the portfolio during equity market downturns.
The exposure is taken with the help of three ETFs from Zerodha Mutual Fund:
- Zerodha Nifty 100 ETF - This ETF invests in securities part of the Nifty 100 Index (or Large caps).
- Zerodha Nifty Midcap 150 ETF - This ETF invests in securities part of the Nifty Midcap 150 Index (or Midcaps).
- Zerodha Nifty 8-13 Yr G-Sec ETF – This ETF aims to track the performance of long-term government bonds, providing exposure to the debt market.
