Zerodha Nifty 8-13 Yr G-Sec ETF
An ETF that invests in Indian government securities with 8 to 13-year maturity
NFO Ends
Aug 12
Allotment
Aug 14
Risk
Moderate
Min. Investment
₹1,000
Ideal for
Medium to Long-Term
Debt Exposure
DIY Investors
About the fund
Zerodha Nifty 8-13 Yr G-Sec ETF is a debt exchange-traded fund designed for investors looking to gain exposure to medium to long-term Indian government securities.
Zerodha Nifty 8-13 Yr G-Sec ETF is a debt exchange-traded fund designed for investors looking to gain exposure to medium to long-term Indian government securities. It invests in Indian Government Bonds (G-Secs) with residual maturity ranging from 8 and 13 years, aiming to mirror the performance of the Nifty 8-13 Yr G-Sec Index. While the fund has minimal credit risk as it holds sovereign securities, it might carry interest rate risk, i.e., the ETF's price might be sensitive to changes in the economy's interest rates.
This fund may be a good choice for someone:
- looking for medium to long term investment horizon and are seeking to diversify their portfolio using government bonds
- who understand interest rate cycles and are looking for a strategic investment to capitalize on it
Once listed, you can start investing in the Zerodha Nifty 8-13 Yr G-Sec ETF using your preferred stock brokers.
Past Performance
Tax Implication
All gains/profits from the units of the Debt ETFs, irrespective of the holding period, will be taxed as per the tax slab of the investor (plus 4% cess and surcharge, if any).
Fund Manager
Kedar has an experience of 19 years in financial markets, across multiple roles at Aditya Birla Sunlife AMC Ltd (ABSLAMC), including fund management for passive products, where he managed 13 ETFs and Index Funds in equity & commodity. Kedar's belief in his own words is - "Passive investing uses the collective intelligence of the market instead of manually picking stocks and works for most investors."
Riskometer
Riskometer of the scheme
Riskometer of the scheme
Riskometer of the benchmark - Nifty 8-13 Yr G-Sec Index
This product is suitable for investors who are seeking*:
- Medium to long term growth
- Investment in securities in line with Nifty 8–13 Yr G-Sec Index to generate comparable returns subject to tracking error.
Investors should understand that their principal will be at Moderate Risk
Note - The product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when actual investments are made.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Other Funds
Zerodha Overnight Fund
Zerodha Nifty 1D Rate Liquid ETF
Zerodha Gold ETF
Frequently Asked Questions
Fund Overview
It is an open-ended Exchange Traded Fund (ETF) that tracks/replicates the performance of the Nifty 8-13 Yr G-Sec Index.
It signifies that the fund invests in Indian Government Securities (G-Secs) with a maturity ranging from 8 to 13 years.
During the NFO, the minimum investment is ₹1,000, and in multiples of ₹100 thereafter.
Investment Philosophy
This ETF is suitable for investors seeking medium to long-term income and looking for an exposure to a portfolio of Indian government bonds that replicates/tracks Nifty 8-13 Yr G-Sec Index. This ETF carries a Relatively High Interest Rate Risk and Relatively Low Credit Risk.
Mode of Investing
During the NFO, the Zerodha Nifty 8-13 Yr G-Sec ETF is available to invest from Coin by Zerodha and CAMS Online platform.
Yes, a demat account is mandatory. The units are available only in electronic (dematerialised) form.
Cost and Tax Implications
All gains/profits from the units of the Debt ETFs, irrespective of the holding period, will be taxed as per the tax slab of the investor (plus 4% cess and surcharge, if any).