Zerodha Multi Passive FoF

General
1

First off, thanks to ZFH for coming up with this one-of-a-kind fund.

I’ve few queries (out of curiosity) around this fund:

  1. Why this specific allocation (60% Equity, 25% Commodity, 15% Debt) for each asset class?
  2. Why smallcap segment wasn’t considered in the equity portion of allocation?
  3. Why silver wasn’t considered in the commodity portion of allocation?
  4. Why alternate asset class like real-estate wasn’t considered?
  5. What is the return and volatility difference between this fund and Zerodha Nifty LargeMidcap 250 fund? (I saw the comparison chart in the presentation with Nifty 100 and Nifty Midcap 150 but not with Nifty LargeMidcap 250)
  6. Is the fund house allowed to change the percentage allocation to each asset or add/remove asset, down the road?
  7. Why 8-13 Yr for G-Sec over other tenure range?
2

Just FYI, in case there’s no pin-pointed response to this post,
queries along these lines were asked and mostly answered
in this topic-thread and a recent AMA on reddit.

Please have a look. Maybe have follow-up Qs based on the responses? :thinking:

3

Ah I see, thanks! I’ll check that. I didn’t know we had a subreddit for this forum.

4

AFAIK, TradingQnA doesn’t have a sub-reddit,
This was just a recent timely AMA on the IndiaInvestments sub-reddit.

1 Like
5

Yep, we don’t have a subreddit. This was actually done on r/IndiaInvestments.