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4-in-1 Investment: Zerodha's New FoF offers gold, equity, G-Secs in 1 fund
4-in-1 Investment: Zerodha's New FoF offers gold, equity, G-Secs in 1 fund

Business Standard

time29-07-2025

  • Business
  • Business Standard

4-in-1 Investment: Zerodha's New FoF offers gold, equity, G-Secs in 1 fund

In a move that makes smart investing simpler for everyone, Zerodha Fund House has launched a new offering: Zerodha Multi Asset Passive Fund of Fund (FoF) — a diversified, low-cost fund designed for long-term investors looking for exposure across asset classes without the hassle of managing them individually. What is it? The newly launched Zerodha Multi Asset Passive FoF is a 4-in-1 portfolio that combines: 30% in Equity Large Cap ETFs – tracking India's top 100 companies. 30% in Mid Cap ETFs – capturing fast-growing mid-sized businesses. 25% in Gold ETFs – providing a hedge during equity market volatility. 15% in Government Securities ETFs (G-Secs) – for portfolio stability. This fund aims to follow a balanced approach, taking exposure of close to 30% in Large Cap ETF - following top 100 index which consists of companies that are generally considered the market leaders of their respective sectors, 30% Mid Cap ETF - following mid 150 index which gives exposure to companies with relatively higher growth potential, 25% in Gold ETF - tracking gold which acts as a hedge against equity market uncertainty, 15% in G-sec ETF - investing in government securities with an aim to provide further stability to the portfolio. Why this matters: According to Vishal Jain, CEO, Zerodha Fund House, this fund is ideal for investors looking for a 'ready-made, diversified investment' that requires no active decision-making on asset allocation. With automatic internal rebalancing, investors don't need to shuffle between asset classes themselves. Tax-efficient & accessible One of the biggest advantages of this fund is its tax efficiency — since it rebalances internally, investors only pay capital gains tax when they redeem, not every time the fund reallocates. With a low entry barrier of ₹100, the fund is both affordable and accessible, especially for first-time investors or those seeking a low-maintenance investment vehicle. 'This new fund takes the guesswork out of investing... a no-brainer solution for anyone looking for a simple way to achieve their asset allocation goals,' added Vaibhav Jalan, CBO, Zerodha Fund House. For whom? This fund is best suited for: Zerodha's Multi Asset Passive FoF makes it easier than ever to diversify investments across equities, gold, and bonds, without worrying about frequent adjustments or tax implications.

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