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Mutual Funds by Zerodha Mutual Fund

• Zerodha AMC’s objective is to build model portfolios on ideas based on mutual funds of Zerodha Mutual Fund which are simple to understand.&nbsp;• Equity &amp; Gold 70/30 Asset Allocation selects two mutual funds from Zerodha Mutual Fund to enable exposure towards the Largecap, Midcap, and Gold.

Mutual Funds 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, considering factors such as risk and returns.

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop mutual fund schemes and realign weights, if applicable

Equity & Gold 70/30 Asset Allocation

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Equity & Gold: A 2-in-1 strategy aiming to balance risk and return for long-term growth.

Equity & Gold 70/30 Asset Allocation

Overview

Funds & Weights