Zerodha Multi Asset Passive FoF

Wed, 20 May 2026 00:00:00 +0000

Zerodha Multi Asset Passive Fund of Fund (FoF) is a single scheme that invests in multiple underlying ETFs / index funds to give a pre-balanced multi-asset portfolio.

Underlying allocation (typical)

Asset class	Approximate weight	Underlying
Equity (large + mid)	~65%	Nifty LargeMidcap 250 Index Fund
Debt	~20%	Overnight / liquid ETF
Gold	~10%	Gold ETF
Silver	~5%	Silver ETF

(Weights are illustrative; check scheme document for current.)

Why a multi-asset FoF

One-fund solution: No need to pick equity / debt / gold separately.
Auto-rebalancing: AMC rebalances per mandate.
Tax efficiency: Capital gain only on FoF unit redemption, not internal rebalancing.

Tax treatment

FoF investing in equity ETFs (>65% equity): Equity-MF taxation.
Otherwise: Debt-MF taxation (slab rate post FY 2023-24).

Check scheme document for current categorisation. For complex tax situations, consult a Chartered Accountant.

How to invest in PPFAS schemes via INDmoney

Sun, 17 May 2026 00:00:00 +0000

INDmoney is unusual among Indian fintech aggregators because it doesn’t just sell mutual funds. The dashboard sets out to show your full net worth: Indian MFs, Indian stocks, US stocks (through a partnership with a US broker), savings and FDs, and goal-tracking against the lot. For a PPFAS investor who only holds mutual funds, that’s overkill. For someone who already runs a multi-asset portfolio (perhaps with US-tech direct exposure on top of PPFCF’s own overseas tilt), INDmoney is one of the few Indian platforms that can show the whole picture.

Multi-Asset on WebNotes

Zerodha Multi Asset Passive FoF

Underlying allocation (typical)

Why a multi-asset FoF

Tax treatment

How to invest in PPFAS schemes via INDmoney