Zerodha Mutual Fund has launched a new hybrid scheme — Zerodha Multi Asset Passive FoF, now open for subscription from 25th July to 8th August 2025. With a very high-risk profile and a multi-asset allocation strategy, this NFO aims to provide diversified exposure across equity, debt, and commodities through a passive investment approach.
Key NFO Details
| Details | Information |
| Fund Name | Zerodha Multi Asset Passive FoF (Direct – Growth) |
| NFO Period | 25 July 2025 to 08 August 2025 |
| Allotment Date | 13 August 2025 |
| Category | Hybrid – Multi Asset Allocation |
| Risk Level | Very High |
| Fund Type | Open-ended |
| Benchmark | NA |
| Minimum Investment | ₹1,000 (lumpsum), ₹500 (SIP) |
| Exit Load | 0% |
Investment Objective
The scheme seeks to provide diversified exposure across multiple asset classes — equity, debt, and commodities — through a passive investment approach. By blending asset classes with low correlation, this scheme aims to offer better risk-adjusted returns while reducing overall portfolio volatility.
How Does This Compare with the Category?
| Time Period | Category Avg. Returns (CAGR) |
| 1 Year | 10.62% |
| 3 Years | 15.87% |
| 5 Years | 15.09% |
| 7 Years | 14.65% |
| 10 Years | 13.13% |
| 15 Years | 12.31% |
| Since Inception | 12.18% |
Should You Invest in This NFO?
Investing in an NFO makes sense if:
• You want diversified exposure across equity, debt, and commodities.
• You prefer a passive, rule-based allocation strategy.
• You are comfortable with very high risk and a long-term horizon.
However, NFOs lack past performance data, making them better suited for informed investors.
Also Read:
- ICICI Prudential Active Momentum Fund NFO: Capturing Market Trends for Growth
- SBI Nifty100 Low Volatility 30 Index Fund NFO: Targeting Stability in Volatile Markets
- Quant Equity Savings Fund NFO: A Balanced Investment Approach for 2025
- Kotak Nifty Alpha 50 Index Fund NFO: A Factor-Based Passive Investment for 2025
- Bajaj Finserv Equity Savings Fund NFO: A Balanced Investment Approach for 2025
About Zerodha Mutual Fund
| Details | Information |
| Total AUM | ₹6,349 Cr (as on June 30, 2025) |
| Number of Schemes | 5 |
Some of the top-performing funds in the multi-asset category are:
| Fund Name | Fund Size (₹ Cr) | 5Y Returns (p.a.) |
| ICICI Prudential Asset Allocator Fund (FoF) | 26,858 | 16% |
| Kotak Multi Asset Allocator FoF – Dynamic | 1,860 | 21% |
| ICICI Prudential Multi Asset Fund | 62,014 | 24% |
Final Thoughts
If you’re looking to diversify across multiple asset classes through a passive strategy, the Zerodha Multi Asset Passive FoF NFO may be worth exploring.
Before investing, review the scheme document and ensure it aligns with your risk appetite and financial goals.
