Nifty 500 Index

ETFs listed on the stock exchange(s)

• 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. • Equity &amp; Debt 70/30 Asset Allocation selects three ETFs from Zerodha Mutual Fund to enable exposure towards equity and debt respectively.

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

Based on internal research, the 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

Equity & Debt 70/30 Asset Allocation

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Largecaps, Midcaps and Debt: A blend of growth potential and stability

Equity & Debt 70/30 Asset Allocation

Overview

ETFs & Weights