Zerodha Nifty 8-13 Yr G-Sec ETF

Basic Details

Lumpsum Returns

Note: Lumpsum Returns since Inception Date.

SIP Returns

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Risk Ratios

Top 10 stock holding in portfolio

Peer Comparison

List of Schemes under Zerodha Mutual Fund

News

• Zerodha Mutual Fund announces change in Key Personnel

  Zerodha Mutual Fund has announced the Mr. Dushyant Sarsonia has been appointed as a Dealer - Debt and Key Personnel of Zerodha Asset Management Private Limited With effect from 11 August 2025

  Details of Mr. Dushyant Sarsonia

  Age: 38 years

  Designation: Dealer - Debt

  Qualification: MBA, Finance & Marketing Certified Treasury Professional (CTP), Indian Institute of Banking & Finance

  Experience: 11 Years and 09 Months

  Powered by Capital Market - Live News

• 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.

  Powered by Capital Market - Live News

Fund House Details & Investment Objective