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Monday, August 25, 2025 , BSE Sensex : 81,607.71 81,607.71(0.37%) , Adani Ports : 1,340.10 1,340.10(-0.02%) , Asian Paints : 2,493.75 2,493.75(-0.42%) , Axis Bank : 1,071.00 1,071.00(0.06%) , Bajaj Finance : 900.95 900.95(0.70%) , Bajaj Finserv : 1,963.20 1,963.20(-0.11%) , Bharat Electron : 372.20 372.20(-0.71%) , Bharti Airtel : 1,929.45 1,929.45(-0.18%) , Eternal Ltd : 318.85 318.85(-0.02%) , HCL Technologies : 1,504.50 1,504.50(2.59%) , HDFC Bank : 1,962.65 1,962.65(-0.11%) , Hind. Unilever : 2,630.55 2,630.55(0.06%) , ICICI Bank : 1,433.10 1,433.10(-0.22%) , Infosys : 1,532.55 1,532.55(3.02%) , ITC : 399.15 399.15(0.21%) , Kotak Mah. Bank : 1,984.15 1,984.15(-0.12%) , Larsen & Toubro : 3,603.00 3,603.00(0.21%) , M & M : 3,400.00 3,400.00(-0.07%) , Maruti Suzuki : 14,457.55 14,457.55(0.74%) , NTPC : 337.50 337.50(0.15%) , Power Grid Corpn : 284.05 284.05(0.25%) , Reliance Industr : 1,410.45 1,410.45(0.08%) , SBI : 817.15 817.15(0.13%) , Sun Pharma.Inds. : 1,657.00 1,657.00(0.86%) , Tata Motors : 686.45 686.45(0.91%) , Tata Steel : 159.45 159.45(0.57%) , TCS : 3,140.50 3,140.50(2.84%) , Tech Mahindra : 1,527.30 1,527.30(1.55%) , Titan Company : 3,651.15 3,651.15(0.86%) , Trent : 5,420.00 5,420.00(0.10%) , UltraTech Cem. : 12,591.40 12,591.40(0.10%) ,

Nifty 50 : 24,968.85 98.75(0.40%) , Adani Enterp. : 2,304.80 -20.10(-0.86%) , Adani Ports : 1,339.00 -2.20(-0.16%) , Apollo Hospitals : 7,857.00 -65.50(-0.83%) , Asian Paints : 2,485.40 -19.10(-0.76%) , Axis Bank : 1,070.70 -0.20(-0.02%) , Bajaj Auto : 8,750.50 71.00(0.82%) , Bajaj Finance : 900.55 6.05(0.68%) , Bajaj Finserv : 1,963.90 -2.00(-0.10%) , Bharat Electron : 371.70 -3.15(-0.84%) , Bharti Airtel : 1,931.80 -1.50(-0.08%) , Cipla : 1,601.40 8.60(0.54%) , Coal India : 379.50 5.05(1.35%) , Dr Reddy's Labs : 1,282.30 4.70(0.37%) , Eicher Motors : 5,981.00 56.50(0.95%) , Eternal Ltd : 319.00 -0.10(-0.03%) , Grasim Inds : 2,809.80 -4.00(-0.14%) , HCL Technologies : 1,503.20 36.90(2.52%) , HDFC Bank : 1,965.00 0.40(0.02%) , HDFC Life Insur. : 788.00 -0.75(-0.10%) , Hero Motocorp : 5,062.30 64.40(1.29%) , Hind. Unilever : 2,631.50 1.60(0.06%) , Hindalco Inds. : 716.20 12.00(1.70%) , ICICI Bank : 1,433.90 -2.50(-0.17%) , IndusInd Bank : 772.65 12.55(1.65%) , Infosys : 1,530.30 42.80(2.88%) , ITC : 399.80 1.50(0.38%) , Jio Financial : 320.00 -0.60(-0.19%) , JSW Steel : 1,057.70 3.10(0.29%) , Kotak Mah. Bank : 1,983.80 -2.80(-0.14%) , Larsen & Toubro : 3,601.80 6.00(0.17%) , M & M : 3,396.00 -7.00(-0.21%) , Maruti Suzuki : 14,439.00 90.00(0.63%) , Nestle India : 1,153.00 -9.90(-0.85%) , NTPC : 337.65 0.65(0.19%) , O N G C : 236.57 0.28(0.12%) , Power Grid Corpn : 284.20 0.85(0.30%) , Reliance Industr : 1,411.30 2.10(0.15%) , SBI : 818.80 2.55(0.31%) , SBI Life Insuran : 1,851.60 -7.40(-0.40%) , Shriram Finance : 620.30 4.45(0.72%) , Sun Pharma.Inds. : 1,655.20 13.40(0.82%) , Tata Consumer : 1,081.70 -2.40(-0.22%) , Tata Motors : 686.55 6.25(0.92%) , Tata Steel : 159.78 1.23(0.78%) , TCS : 3,141.20 87.20(2.86%) , Tech Mahindra : 1,527.50 22.50(1.50%) , Titan Company : 3,653.30 32.30(0.89%) , Trent : 5,427.50 9.50(0.18%) , UltraTech Cem. : 12,622.00 33.00(0.26%) , Wipro : 253.37 4.73(1.90%) , Monday, August 25, 2025

Home >> Markets >> Equities >> News - News Details
Mutual Funds - Reports
05-Aug-2025     14:13
Zerodha unveils Multi Asset Passive Fund of Funds
Zerodha Fund House has launched the Zerodha Multi Asset Passive Fund of Funds (FoF), a diversified investment scheme that blends four distinct asset classes into one portfolio. The new fund offer (NFO), which opened on 25 July 2025, will remain available for subscription until 8 August 2025, with allotment scheduled for August 20.

Positioned as a passive solution for long-term investors, the fund seeks to provide broad exposure across equity, debt, and commodities by investing in four exchange-traded funds. These include ETFs tracking the Nifty 100 for large-cap equities, the Nifty Midcap 150 for mid-cap equities, gold ETFs for commodity exposure, and government securities (G-sec ETFs) for fixed-income allocation. The fund will follow a pre-defined mix of 30% large-cap, 30% mid-cap, 25% gold, and 15% G-secs.

The investment strategy is designed to offer better risk-adjusted returns by combining asset classes that historically have low correlation with each other. This approach aims to minimise overall portfolio volatility while capturing growth from equities and hedging against uncertainty through gold and government bonds. The internal rebalancing of the fund, done without triggering capital gains taxes, is expected to enhance post-tax returns for long-term investors.

As per the fund presentation, the Zerodha Multi Asset Passive Fund of Fund (FoF) has delivered a simulated Compound Annual Growth Rate (CAGR) of 14.5% over the 10-year period between 17 July 2015 and 18 July 2025, based on its intended asset allocation across equity large-cap and mid-cap ETFs, gold, and G-sec ETFs. During the same period, the volatility of the fund's intended exposure stood at 10.5%, which is lower than the individual volatilities of Nifty 100 TRI, Nifty Midcap 150 TRI, and Gold.

Managed by Kedarnath Mirajkar, the fund has a minimum investment requirement of just Rs 100, making it an accessible choice for investors at all levels. According to Zerodha, this fund suits individuals who prefer a hands-off, tax-efficient investment that automatically adjusts to market movements while staying rooted in a disciplined asset allocation framework.

The fund is scheduled to reopen for continuous repurchase and sale from 21 August 2025, and will be available on leading mutual fund platforms.

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