Latest news with #VaibhavJalan
Time of India
29-07-2025
- Business
- Time of India
Zerodha Fund House launches passive multi-asset fund of funds
The minimum amount for application is ₹100 and in multiples of 100 during the NFO, making it easy and accessible for investors. (AI image) Bangalore: Zerodha Fund House has launched its Zerodha Multi Asset Passive FoF, an open ended fund of fund scheme that will invest in units of equity funds, debt schemes, index funds and commodity ETFs. This multi-asset fund is a 4-in-1 fund that invests across equities, fixed income, gold and silver. It is a simple way for investors to begin their long-term investing journey, without juggling between the asset classes on their own. The fund will invest close to 30% in large cap ETFs that hold top 100 index stocks. Another 30% will go into mid-cap ETFs that track the Mid 150 index, 25% will be allocated to gold ETFs and 15% in ETFs that invest in government securities. This diversified portfolio is aimed at giving stable returns to investors. It particularly suits first-time investors. 'The Zerodha Multi Asset Passive FOF is a good starting point for those investors seeking to diversify through a simple ready-made portfolio in a single investment,' said Vishal Jain, CEO, Zerodha Fund House. The minimum amount for application is ₹100 and in multiples of 100 during the NFO, making it easy and accessible for investors. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like My Brows Look Fuller Looking Now [See Results] NULASTIN Learn More Undo The fund manager will alter the portfolio through periodic internal rebalancing. But, as in all mutual funds, these adjustments will not have any tax implications for the investor. Tax liability is only incurred when an investor redeems the fund units. 'This new fund takes the guesswork out of investing, offering diversification and easy access to multiple asset classes. It's designed to be a no-brainer solution for anyone looking for a simple way to achieve their asset allocation goals,' said Vaibhav Jalan, CBO, Zerodha Fund House. Experts say that in the current volatile environment — where equity markets are volatile and bond yields are receding — a portfolio combining these asset classes with commodities like gold can deliver superior risk adjusted returns. Stay informed with the latest business news, updates on bank holidays and public holidays . AI Masterclass for Students. Upskill Young Ones Today!– Join Now
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Business Standard
29-07-2025
- 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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Business Standard
28-07-2025
- Business
- Business Standard
NFO Alert! Zerodha MF launches Multi Asset Passive FoF: Should you invest?
Zerodha Multi Asset Passive FoF: Zerodha Fund House has launched Zerodha Multi Asset Passive FoF, an open-ended fund of fund scheme investing in units of equity, debt index funds/ETFs and commodity ETFs. The new fund offer (NFO) of the scheme is currently open for subscription and will close on August 8, 2025. According to the scheme information document (SID), 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. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme will be benchmarked against 60 per cent Nifty 200 TRI, 15 per cent CRISIL 10-year Gilt Index, and 25 per cent Domestic prices of Physical Gold. Kedarnath Mirajkar will be the designated fund manager for the scheme. During the NFO, investors can invest a minimum of ₹100 and in multiples of ₹100 thereafter. On a continuous basis, investors can invest under the Scheme during the ongoing offer period with a minimum investment of ₹100 and in multiples of any amount thereafter. Zerodha Multi Asset Passive FoF: Who should invest? According to the SID, the product is suitable for investors seeking long-term wealth creation and diversified exposure by investing across multiple asset classes such as equity, debt index funds/ETS, and commodity ETFs. 'The Zerodha Multi Asset Passive FOF is a good starting point for those investors seeking to diversify through a simple, ready-made portfolio in a single investment', said Vishal Jain, chief executive officer at Zerodha Fund House. According to Vaibhav Jalan, chief business officer at Zerodha Fund House, this new fund takes the guesswork out of investing, offering diversification and easy access to multiple asset classes. "It is designed to be a no-brainer solution for anyone looking for a simple way to achieve their asset allocation goals,' he said. The principal invested in the scheme will be at Very High Risk, as per the risk-o-meter. However, investors should consult their financial advisors if in doubt whether the product is suitable for them.
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Business Standard
24-07-2025
- Business
- Business Standard
No App? No problem. Zerodha brings mutual fund investing to WhatsApp
This initiative empowers investors to buy, sell, and track their mutual fund investments with just a few taps, eliminating the need for a separate application. Imagine starting your SIP or checking your mutual fund portfolio with the same ease as texting a friend. That's what Zerodha Fund House is promising with its latest innovation—a seamless, app-like mutual fund investment journey right inside WhatsApp. Zerodha Fund House has launched a visual, tap-based investing experience on WhatsApp, allowing users to invest, track, and manage mutual funds without downloading a separate app. The interface is built to be intuitive, eliminating the need to navigate cumbersome text-based chatbots or switch between apps. At a time when most mutual fund investors are juggling multiple apps, logins, and dashboards, Zerodha's new WhatsApp-based service lets investors: Start Systematic Investment Plans (SIPs) Track existing mutual fund portfolios Complete KYC and onboarding for first-time investors All of this happens inside WhatsApp, making it feel less like managing finances and more like a casual conversation—just with bigger financial benefits. As Vishal Jain, CEO of Zerodha Fund House, puts it, "This isn't just a new feature; it's a new way to think about managing your investments: conversational, intuitive, and always at your fingertips." This move is not just a UI change—it's part of a growing shift toward 'conversational finance.' Much like how UPI made payments as easy as a tap, the WhatsApp interface for mutual funds could make investing second nature. Vaibhav Jalan, CBO of Zerodha Fund House, explains: 'We wanted to provide an interface that is instantly familiar and comfortable. By creating an app-like experience, we've built something that users can navigate visually and intuitively.' The WhatsApp investing platform is only available to KYC-verified users, ensuring security and regulatory compliance. How to Get Started To begin, just WhatsApp 'Hi' to +91-98453 35486, and follow the tap-friendly prompts. First-time users can complete onboarding within minutes. No downloads, no paperwork, no jargon.
