Mutual Funds

Zerodha Multi Asset Passive FoF - Direct - Growth

Zerodha Mutual FundFund of FundsHigh Risk
₹11.41+0.09 (+0.76%)

NAV as on 2026-07-10 · Equity · Fund of Funds

AUM

₹169 Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

0.18%

Risk

High

Zerodha Multi Asset Passive FoF
₹11.41+0.76%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

+14.9%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹9.98
₹11.82

78% from 52W low

Fund Information

Fund of FundsEquitySince 20-08-2025

Fund House

Zerodha Mutual Fund

Category

Equity - Fund of Funds

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity59.7%
Cash0.4%
Other25.2%

Market Cap Split

Large Cap28.9%
Mid Cap29.5%
Small Cap0.8%

Top Holdings

6 stocks
Weight1M Change
1

Zerodha Nifty Midcap 150 ETF

31.47%+4.2%
2

Zerodha Nifty 100 ETF

28.24%+4.2%
3

Zerodha Gold ETF

25.48%+4.2%
4

Zerodha Nifty 8-13 Yr G-Sec ETF

14.80%+4.2%
5

Clearing Corporation Of India Limited

0.45%0.0%
6

Net Receivables

0.44%0.0%

Fundamentals

P/E Ratio

23.61

Cat avg: 23.28

P/B Ratio

3.31

Cat avg: 3.23

Dividend Yield

1.33%

Cat avg: 1.55%

Price/Sale

2.82

Price/Cash Flow

16.31

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Zerodha Multi Asset Passive FoF Dir Gr1690.18---
ICICI Pru Dyn Ast Allc Act FOF Dir Gr28,2410.94+4.1%+12.6%+12.2%
ICICI Pru Agrsv Hyb Act FOF Dir Gr9,0911.07+0.3%+16.0%+15.4%
Kotak Inc Pl Arbtrg Omni FOF Dir Gr7,7300.43+6.0%+7.9%-
HDFC Multi-Asset Active FoF Dir Gr5,8460.14+7.7%+14.8%+14.1%
ICICI Pru Inc pls Arbtrg Omni FOF Dir Gr2,9460.36+6.6%+10.5%+10.0%
Nippon India Mlt-Asst Omni FoF Dir Gr2,7730.59+10.4%+18.8%+16.6%
Kotak Multi Asset Omni FOF DirGr2,5220.90+8.9%+16.3%+16.1%
HDFC Dvrs Eq All Cap Act FOF Dir Gr2,3930.29---
HDFC Inc Plus Arbtg Actv FOF Dir Gr2,3630.02+5.7%+10.3%+11.1%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹169 Cr
Expense Ratio0.18%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings6

Risk-o-Meter

Low

Moderate

High

Very High

Rated as High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.