Equity & Precious Metals Asset Allocation
This model portfolio is designed to blend the capital appreciation potential of equities with the diversification benefits of precious metals
Returns
ETFs
4
Min. Amount
₹136
Ideal for
About the model portfolio
This model portfolio is designed to blend the capital appreciation potential of equities with the diversification benefits of precious metals.
This model portfolio is designed to blend the capital appreciation potential of equities with the diversification benefits of precious metals. The allocation to large and mid-cap equities may provide an engine for growth. The inclusion of gold acts as a potential safeguard during economic uncertainty, while silver offers an additional layer of diversification.
The exposure is taken via four ETFs from Zerodha Mutual Fund:
- Zerodha Nifty 100 ETF - Invests in India’s top 100 companies by market capitalization.
- Zerodha Nifty Midcap 150 ETF - Invests in 150 mid-market capitalization companies.
- Zerodha Gold ETF - Aims to track the performance of gold by investing in physical gold.
- Zerodha Silver ETF – Aims to track the performance of silver by investing in physical silver.
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 Gold ETF | 20.00 % |
| Zerodha Silver ETF | 10.00 % |
Resources
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Milestone 2050 Target Date
Milestone 2055 Target Date
