Equity & Gold 70/30 Asset Allocation
This model portfolio seeks to blend Largecap and Midcap equities with gold, aiming to balance risk while seeking growth.
Returns
Mutual Funds
2
Min. Amount
₹333
Ideal for
About the model portfolio
This model portfolio seeks to blend Largecap and Midcap equities with gold, aiming to balance risk while seeking growth.
This model portfolio seeks to blend Largecap and Midcap equities with gold, which aims to provide a strategic method to balance risk while seeking growth in one's investment portfolio.
The exposure is taken with the help of two mutual funds of Zerodha Mutual Fund:
a. Zerodha Nifty LargeMidcap 250 Index Fund – A simple index fund which provides equal exposure to both large and midcap segments.
b. Zerodha Gold ETF FoF – A simple fund to take gold exposure which has historically provided a hedge against market volatility.
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 | 70.00 % |
| Zerodha Gold ETF FoF | 30.00 % |
Resources
Other Model Portfolios
Milestone - 2040 Target Date
Gold & Silver 60/40 Tracker
