Zerodha Multi Asset Passive FoF Direct-Growth
Hybrid: Multi Asset Allocation - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Hybrid: Multi Asset Allocation
NAV: ₹11.34-0.08%
16 Jul 2026
Rolling Returns Analysis
Rolling annualized returns of Zerodha Multi Asset Passive FoF Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|
Trailing Returns
Point-to-point returns of Zerodha Multi Asset Passive FoF Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
1.8%
1.6%
-7.2%
YTD
-0.5%
0.0%
0.7%
1 M
0.9%
0.7%
-5.7%
6 M
10.2%
-3.4%
1 Y
14.7%
8.2%
3 Y
13.5%
9.9%
5 Y
11.6%
12.3%
10 Y
Fund
Hybrid: Multi Asset Allocation
Benchmark
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 1.80% | -0.54% | 0.85% | - | - | - | - | 13.37% |
| Hybrid: Multi Asset Allocation | 1.59% | 0.05% | 0.67% | 10.23% | 14.65% | 13.46% | 11.59% | - |
| Rank in category | 15 | 24 | 16 | - | - | - | - | - |
| Funds in category | 29 | 30 | 29 | 23 | 9 | 6 | 2 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Zerodha Multi Asset Passive FoF Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Zerodha Multi Asset Passive FoF Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Zerodha Multi Asset Passive FoF Direct-Growth?
The 1-year return for Zerodha Multi Asset Passive FoF Direct-Growth is shown in the Trailing Returns section above.
What are the 3-year returns of Zerodha Multi Asset Passive FoF Direct-Growth?
The 3-year CAGR for Zerodha Multi Asset Passive FoF Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of Zerodha Multi Asset Passive FoF Direct-Growth?
The 5-year CAGR for Zerodha Multi Asset Passive FoF Direct-Growth is shown in the Trailing Returns section above.
What are the returns of Zerodha Multi Asset Passive FoF Direct-Growth since inception?
Since its launch on 20 Aug 2025, Zerodha Multi Asset Passive FoF Direct-Growth has delivered a CAGR of 13.37%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Zerodha Multi Asset Passive FoF Direct-Growth performed vs its category over the long term?
Category rank for Zerodha Multi Asset Passive FoF Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of Zerodha Multi Asset Passive FoF Direct-Growth?
The Sharpe ratio of Zerodha Multi Asset Passive FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of Zerodha Multi Asset Passive FoF Direct-Growth?
The alpha of Zerodha Multi Asset Passive FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Zerodha Multi Asset Passive FoF Direct-Growth?
The beta of Zerodha Multi Asset Passive FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Zerodha Multi Asset Passive FoF Direct-Growth?
Rolling returns for Zerodha Multi Asset Passive FoF Direct-Growth are shown in the Rolling Returns section above.