Midcaps & Gold Asset Allocation
This model portfolio seeks to blend Midcap equities with gold, providing a strategic method to balance risk
Returns
ETFs
2
Min. Amount
₹52
Ideal for
About the model portfolio
This model portfolio seeks to blend Midcap equities with gold, providing a strategic method to balance risk
This model portfolio seeks to blend Midcap equities with gold, providing a strategic method to balance risk.
- 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.
This combination of equity & gold may prove to be an effective way to balance risk, while seeking growth in one’s investment portfolio.
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 Midcap 150 ETF | 60.00 % |
| Zerodha Gold ETF | 40.00 % |
Resources
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Frequently Asked Questions
Midcaps and Gold Asset Allocation model portfolio gives you strategic exposure to midcaps for growth and gold for diversification to navigate market cycles. This combination of equity & gold may prove to be an effective way to balance risk, while seeking growth in one's investment portfolio.
Each ETF in the model portfolio carries its own level of risk. The overall risk of the Midcaps and Gold 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 Gold and Midcaps are determined, taking into account the factors such as risk and returns - based on our internal research.
This Midcaps and Gold 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.
This model portfolio is designed for long-term investors seeking to capture the growth of mid-cap stocks while using gold as a cushion against market downturns.