Name: Gold & Debt Asset Allocation
Brand: smallcase
SKU: ZEFHAA_0002
Price: 361 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 100 Index

Gold & Debt Asset Allocation

Aditya Chayapathy

A duo of gold and debt for your portfolio

ETFs listed on the stock&nbsp; 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>Gold &amp; Debt Asset Allocation selects two ETFs from Zerodha Mutual Fund to enable exposure towards the asset classes of Gold &amp; Debt.</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

Gold & Debt Asset Allocation

Gold & Debt Asset Allocation

Overview

ETFs & Weights