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Zerodha Multi Asset Passive FoF - Direct - Growth

Zerodha · Scheme 153757

11.47 0.11%NAV · 2026-08-05
73
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk level
High
Min SIP
Benchmark
Underlying index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+0.39%
3 Months+1.89%
6 Months+0.48%
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+14.52%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns50
Consistency50
Risk-adjusted39
Downside protection99
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Volatility: 14% annualised
  • Max drawdown: -13%
  • Direct plan: no distributor commission

What to watch

  • Sharpe ratio: 0.62
  • Sortino ratio: 0.76

Risk metrics

Sharpe ratio
0.62
Sortino ratio
0.76
Volatility
13.65%
Max drawdown
-12.66%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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