3Y and 5Y returns are annualised.
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
This is a fund of funds — it invests in other funds and ETFs rather than individual companies, so the source publishes its underlying holdings without a sector split.
| # | Fund / ETF | Weight | YTD |
|---|---|---|---|
| 1 | Zerodha Nifty Midcap 150 ETF
INF0R8F01059 |
31.47%
|
+0.00% |
| 2 | Zerodha Nifty 100 ETF
INF0R8F01067 |
28.24%
|
+0.00% |
| 3 | Zerodha Gold ETF (GOLDCASE)
INF0R8F01042 |
25.48%
|
+0.00% |
| 4 | Zerodha Nifty 8-13 Yr G-Sec ETF
INF0R8F01133 |
14.80%
|
+0.00% |
The investment objective of the scheme is to provide diversified exposure across multiple asset classes—equity, debt, and commodities—through a passive investment approach. By blending asset classes with low correlation, this scheme seeks to offer better risk-adjusted returns while reducing overall portfolio volatility.
Fund manager(s): Kedarnath Mirajkar
Exit load: No charges for withdrawal