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Mutual Funds by Zerodha Mutual Fund

• Zerodha AMC’s objective is to build model portfolios on idea based on Mutual Funds of Zerodha Mutual Fund which are simple to understand and execute. • Gold &amp; Silver 60/40 Tracker selects two mutual funds from the Zerodha Mutual Fund to enable exposure towards precious metals.

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

Gold & Silver 60/40 Asset Allocation

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Combining Gold & Silver – A simple model for commodity exposure.

Gold & Silver 60/40 Asset Allocation

Overview

Funds & Weights