All-in-1 Asset Allocation
This model portfolio aims to offer a stop solution for your asset allocation needs with each component aimed at achieving different objectives
Returns
Mutual Funds
4
Min. Amount
₹1,000
Ideal for
About the model portfolio
This model portfolio aims to offer a stop solution for your asset allocation needs with each component aimed at achieving different objectives
This model portfolio aims to offer a stop solution for your asset allocation needs with each component aimed at achieving different objectives such as:
a. Zerodha Nifty LargeMidcap 250 Index Fund - Provides equal exposure to large and midcap segments, aiming to offer a balance between risk and return for long-term growth.
b. Zerodha Gold ETF FoF – An efficient way to gain gold exposure and diversify the portfolio.
c. Zerodha Nifty Short Duration G-Sec Index Fund – Invests in government securities for short term needs.
d. Zerodha Overnight Fund – A low-risk fund generally used for parking surplus cash.
Live Performance
Tax Implication
Each Mutual Fund 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 fund, its holding period, and the capital gains or returns earned. To know more, check the tax implications of each underlying Mutual Fund separately.
| Top Constituents | Weightage (%) |
|---|---|
| Zerodha Nifty LargeMidcap 250 Index Fund | 60.00 % |
| Zerodha Gold ETF FoF | 20.00 % |
| Zerodha Nifty Short Duration G-Sec Index Fund | 10.00 % |
| Zerodha Overnight Fund | 10.00 % |
Resources
Other Model Portfolios
Milestone - 2040 Target Date
Gold & Silver 60/40 Tracker
