#ZerodhaMutualFund #MultiAssetFund #PassiveInvesting #FoF #AssetAllocation #GoldETF #GsecETF #EquityIndexFund #ZerodhaAMC #NFOAlert #DiversifiedPortfolio #SmartInvesting
Chandigarh: Zerodha Fund House, a joint venture between Zerodha Broking and Smallcase Technologies, has announced the launch of the Zerodha Multi Asset Passive Fund of Fund (FoF). This open-ended fund is designed to offer investors a simple, ready-made, diversified portfolio by combining four major asset classes—large cap equity, mid cap equity, gold, and government securities (G-secs)—into a single investment product.
The New Fund Offer (NFO) is currently open for subscription, with a minimum investment amount of just ₹100, making it easily accessible for first-time and small-ticket investors.
Asset Allocation at a Glance
The fund follows a fixed allocation strategy, offering balanced exposure across different asset classes:
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30% in a Large Cap ETF, tracking India’s top 100 listed companies.
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30% in a Mid Cap ETF, tracking the next 150 companies.
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25% in a Gold ETF, providing exposure to the yellow metal.
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15% in a G-sec ETF, offering safety and stability through government bonds.
This fixed-weight structure is rebalanced internally at regular intervals to maintain asset class proportions, without triggering taxes for investors during rebalancing. Taxation applies only at the time of unit redemption, making it more efficient than manually rebalancing a portfolio of separate funds.
Designed for Simplicity and Access
Vishal Jain, CEO of Zerodha Fund House, said:
“This fund is a great entry point for investors who want a simple, low-cost solution with built-in diversification. You don’t need to worry about what to buy and when—it’s all done for you.”
Vaibhav Jalan, Chief Business Officer, added:
“With this fund, we’re taking out the guesswork in asset allocation. It gives investors seamless access to equities, gold, and debt in one product, with the simplicity of a single transaction.”
Passive, Yet Powerful
Unlike actively managed multi-asset funds, this product takes a passive approach, investing in low-cost ETFs and index funds to track market benchmarks. The idea is to provide broad exposure to the markets without the higher fees and risks associated with active management.
Investors get the benefit of:
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Diversification across equity, debt, and gold
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Passive low-cost structure
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Automatic portfolio rebalancing
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Ease of investment through one fund
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Tax efficiency
Available on Major Platforms
The Zerodha Multi Asset Passive Fund is available for investment through all major mutual fund platforms, in addition to Zerodha’s own distribution channels. Investors can subscribe in multiples of ₹100, making it one of the most accessible FoFs in the market.
About Zerodha Fund House
Zerodha Fund House was established to offer transparent, low-cost, and simple mutual fund products. By combining Zerodha’s investor-first philosophy with Smallcase’s technology expertise, the fund house aims to help Indian investors build smarter, long-term portfolios with ease.
This new launch strengthens its commitment to making investing simple and meaningful for every kind of investor—from the curious beginner to the seasoned long-term planner.
Key Highlights:
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Fund Name: Zerodha Multi Asset Passive Fund of Fund (FoF)
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Fund Type: Open-ended fund of fund
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NFO Period: Currently open
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Minimum Investment: ₹100 (and in multiples of ₹100)
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Asset Allocation: 30% Large Cap ETF, 30% Mid Cap ETF, 25% Gold ETF, 15% G-sec ETF
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Rebalancing: Internal, regular, and tax-efficient
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Availability: Across all major mutual fund platforms
Conclusion:
In a market full of complex products and confusing choices, the Zerodha Multi Asset Passive FoF offers a simple, all-in-one solution for investors seeking diversification, tax efficiency, and passive investment discipline. It’s a strong option for those who want broad exposure without the hassle of managing multiple funds.
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