Zerodha Fund House has launched the Zerodha Multi Asset Passive Fund of Funds (FoF), an open-ended scheme that invests in four asset classes: large cap equity, mid cap equity, gold, and government securities. The New Fund Offer (NFO), which has a ₹100 minimum investment requirement, is currently accepting subscriptions.
The fund is designed to invest 30% in large-cap and mid-cap equity ETFs, 25% in gold ETFs, and 15% in G-sec ETFs. The portfolio will be internally rebalanced on a regular basis to maintain these fixed allocations, ensuring that investors only pay taxes when they redeem their units. Investors can benefit from a diversified portfolio using this strategy without having to manage various asset classes.
Key Highlights
- Zerodha launches open‑ended Multi‑Asset Passive FoF investing in equity, debt index funds, and commodity ETFs.
- NFO open July 25–August 8 2025; minimum ₹100 investment, managed by Kedarnath Mirajkar.
CEO Vishal Jain referred to the fund as "a good starting point for investors who want a simple, ready-made diversified portfolio." By providing investors with convenient access to a variety of asset classes in a single consolidated product, this product aims to eliminate the complications associated with asset allocation. A wide range of investors can access the fund because it is accessible on all of the major mutual fund platforms. Additionally, it is anticipated that the fund's ease of use will draw in new investors looking for a hassle-free investing experience.
A partnership between Zerodha Broking and Smallcase Technologies, Zerodha Fund House focuses on providing straightforward and affordable investment products.
Also Read: Midcaps Outperform Smallcaps Long-Term, Provide Better Risk-Adjusted Returns
Alongside competitors like Axis Mutual Fund and ICICI Prudential Mutual Fund, both of which have a sizable market presence, the fund's launch places it strategically in the cutthroat mutual fund sector.
According to CBO Vaibhav Jalan, "the fund removes the guesswork from asset allocation," underscoring its allure for investors seeking straightforward investment options. It is anticipated that this calculated action will improve Zerodha's standing in the market and draw in more investors.
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