ZEFHAA_0001

3-in-1 Multi Asset Allocation

Model Portfolio

This model portfolio aims to blend equity, debt, and gold in one basket

Returns

ETFs

4

Min. Investment

₹723

Ideal for

Long Term
Long Term
Multi Asset Exposure
Multi Asset Exposure
Diversification
Diversification

About the model portfolio

This model portfolio aims to blend equity, debt, and gold in one basket

This model portfolio aims to blend equity, debt, and gold in one basket. While the equity component provides growth potential, the debt and gold components may add stability and help protect the strategy during turbulent market conditions. The exposure is taken with the help of four ETFs from Zerodha Mutual Fund:


  1. Zerodha Nifty 100 ETF - This ETF invests in securities part of the Nifty 100 Index (or Largecaps).
  2. Zerodha Nifty Midcap 150 ETF- This ETF invests in securities part of the Nifty Midcap 150 Index (or Midcaps).
  3. Zerodha Gold ETF - This ETF aims to track the performance of gold by investing in Physical Gold.
  4. Zerodha Nifty 1D Rate Liquid ETF - This ETF aims to provide liquidity as it invests in overnight instruments.

Live Performance

Current value ofinvested once at launch of this model portfolio would be
Model Portfolio
Equity Multi Cap
₹0(0%)
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Unlock live performance & returns
Live performance, which includes rebalances, is a tool to communicate factual and verifiable returns. It should not be considered an advertisement, promotion, or a claim of future returns. Past performance is not a reliable indicator of future returns.

Tax Implication

Each ETF in this model portfolio has specific tax implications that depend on the nature of its underlying investments. Your individual tax liability will be determined by the type of ETF, its holding period, and the capital gains or returns earned. To know more, check the tax implications of each underlying ETF separately.

Constituents
As on Aug 8, 2025
Rebalance Details
As on Aug 8, 2025
Rebalance Frequency
Quarterly
Last Rebalance
Jul 31, 2025
Next Rebalance
Oct 31, 2025

Resources

Other Model Portfolios

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Large & Midcap Tracker

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Gold & Debt Asset Allocation

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Midcaps & Gold Asset Allocation

Frequently Asked Questions

The 3-in-1 Multi Asset Allocation model portfolio aims to bring portfolio balance by combining complementary asset classes - such as gold & debt. This combination may prove to be an effective way to balance risk in one's investment portfolio.
Each ETF in the model portfolio carries its own level of risk. The overall risk of the 3-in-1 Asset Allocation model will depend on the combined risk of its underlying ETFs. You can view the risk level of each fund on its respective page before investing.
The weights of the constituents are determined, taking into account the factors such as risk and returns - based on our internal research.
The 3-in-1 Multi Asset Allocation model portfolio is rebalanced on a quarterly basis. Once every quarter, the research team reviews this model portfolio and realigns the weights with the selected asset allocation strategy for the next quarter.

Taxation upon Redemption:

Your investment's taxation is determined when you redeem it, based on the specific tax laws governing each of its underlying ETFs:

For comprehensive information regarding taxation, please visit the individual fund pages.

The 3-in-1 Multi Asset Allocation is suitable for those who want a mix of growth and stability. The equity component provides the potential for high returns, while the debt and gold components offer a cushion during market downturns, creating a well-rounded and balanced investment.