3-in-1 Multi Asset Allocation
This model portfolio aims to blend equity, debt, and gold in one basket
Returns
ETFs
4
Min. Amount
₹197
Ideal for
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:
- Zerodha Nifty 100 ETF - This ETF invests in securities part of the Nifty 100 Index (or Largecaps).
- Zerodha Nifty Midcap 150 ETF- This ETF invests in securities part of the Nifty Midcap 150 Index (or Midcaps).
- Zerodha Gold ETF - This ETF aims to track the performance of gold by investing in Physical Gold.
- Zerodha Nifty 1D Rate Liquid ETF - This ETF aims to provide liquidity as it invests in overnight instruments.
Live Performance
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.
| Top Constituents | Weightage (%) |
|---|---|
| Zerodha Nifty 100 ETF | 30.00 % |
| Zerodha Nifty Midcap 150 ETF | 30.00 % |
| Zerodha Gold ETF | 25.00 % |
| Zerodha Nifty 8-13 Yr G-Sec ETF | 15.00 % |
Resources
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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.