Equity & Debt 70/30 Asset Allocation
This model portfolio aims to create a balanced investment by combining equity and debt
Returns
ETFs
3
Min. Amount
₹94
Ideal for
About the model portfolio
This model portfolio aims to create a balanced investment by combining equity and debt
This model portfolio aims to create a balanced investment by combining equity and debt. The equity component, split between large-cap and mid-cap stocks, offers growth potential, while the debt component aims to provide stability and cushion the portfolio during equity market downturns.
The exposure is taken with the help of three ETFs from Zerodha Mutual Fund:
- Zerodha Nifty 100 ETF - This ETF invests in securities part of the Nifty 100 Index (or Large caps).
- Zerodha Nifty Midcap 150 ETF - This ETF invests in securities part of the Nifty Midcap 150 Index (or Midcaps).
- Zerodha Nifty 8-13 Yr G-Sec ETF – This ETF aims to track the performance of long-term government bonds, providing exposure to the debt market.
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 | 35.00 % |
| Zerodha Nifty Midcap 150 ETF | 35.00 % |
| Zerodha Nifty 8-13 Yr G-Sec ETF | 30.00 % |
Resources
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Milestone 2050 Target Date
Milestone 2055 Target Date
