Large & Midcap, Gold & Silver: Combining potential of equities with the hedge of precious metals
Investment Rationale
This model portfolio is designed to blend the capital appreciation potential of equities with the diversification benefits of precious metals. The allocation to large and mid-cap equities may provide an engine for growth. The inclusion of gold acts as a potential safeguard during economic uncertainty, while silver offers an additional layer of diversification.
The exposure is taken via four ETFs from Zerodha Mutual Fund:
- Zerodha Nifty 100 ETF - Invests in India’s top 100 companies by market capitalization.
- Zerodha Nifty Midcap 150 ETF - Invests in 150 mid-market capitalization companies.
- Zerodha Gold ETF - Aims to track the performance of gold by investing in physical gold.
- Zerodha Silver ETF – Aims to track the performance of silver by investing in physical silver.
