Zerodha Fund House launches hybrid index fund combining equities and G-Secs

Zerodha Fund House launches hybrid index fund combining equities and G-Secs


Zerodha Fund House has announced the launch of a new hybrid index fund that combines exposure to equities and government securities within a single passively managed scheme.

The Zerodha Nifty LargeMidcap250 Plus 8–13 yr G-Sec 70:30 Index Fund tracks a composite index that allocates 70% to the Nifty LargeMidcap 250 Index and 30% to the Nifty 8-13 yr G-Sec Index.

The equity component represents the top 250 large- and mid-cap companies by market capitalisation, while the debt portion is invested in government securities. The structure is designed to provide a mix of equity-linked growth potential and relatively stable fixed-income exposure.

According to the fund house, the index follows a fixed 70:30 allocation between equities and G-Secs, which is rebalanced on a monthly basis. This mechanism ensures that the portfolio maintains its target allocation without requiring active intervention.

In terms of allocation, for every ₹100 invested, about ₹35 is directed towards large-cap stocks, ₹35 towards mid-cap stocks, and ₹30 towards government securities, offering diversified exposure across asset classes.

The scheme allows a minimum investment of ₹100 and is positioned as a long-term investment option for investors seeking exposure to both equity and debt through a single product.

Zerodha Fund House is the asset management arm of Zerodha Broking and Smallcase Technologies.



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