Zerodha Mutual Funds
Zerodha Asset Management Private Limited is the mutual fund arm of Zerodha, one of India’s leading online brokerage platforms. Zerodha Mutual Fund was registered with SEBI on August 11, 2023. Zerodha Broking Limited is the sponsor and Zerodha Trustee Private Limited is the trustee of the mutual fund.
6 funds
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 ...
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
0.00%
Expense ratio
0.28%
Returns vs category
N/A
Risk vs category
N/A
Zerodha Multi Asset Passive FoF
Hybrid • FOF • Direct Growth3Y CAGR
0.00%
Expense ratio
N/A
Returns vs category
N/A
Risk vs category
N/A
Zerodha Nifty LargeMidcap 250 Index Fund
Equity • Index • Direct Growth3Y CAGR
0.00%
Expense ratio
0.28%
Tracking error
Fund size
Zerodha Overnight Fund
Fixed Income • Overnight • Direct Growth3Y CAGR
0.00%
Expense ratio
0.08%
Returns on Maturity
Credit Rating
N/A
Zerodha Silver ETF FoF
Commodity • Precious Metals • Direct Growth3Y CAGR
0.00%
Expense ratio
0.17%
Returns vs category
N/A
Risk vs category
N/A
Zerodha Gold ETF FoF
Commodity • Precious Metals • Direct Growth3Y CAGR
0.00%
Expense ratio
0.23%
Returns vs category
N/A
Risk vs category
N/A
About
AMC Summary
As of January 2025, Zerodha Mutual Fund reported an AUM of over Rs 4,280 crore, with more than 4 lakh investors. It currently offers 7 schemes and is over 1.5 years old.
About Zerodha Mutual Funds
Zerodha Fund House is the mutual fund arm of Zerodha Broking Limited. Zerodha Asset Management Private Limited is the AMC for Zerodha Mutual Fund. Zerodha Broking Limited holds 70% of the shares and Smallcase Technologies Private Limited holds 30% of the shares in the AMC. Zerodha Broking Limited is one of India’s top stock broking platforms with over 1.4 crore registered users. It is a pioneer of the discount broking model and accounts for 15% of all retail trading volume. It was founded by brothers Nithin Kamath and Nikhil Kamath in 2010.
Zerodha Mutual Fund Key Information
Here are some key details about Zerodha Mutual Fund:
- Mutual fund name: Zerodha Mutual Fund
- Founding date: August 11, 2023
- Headquarters: Bangalore
- Trustee organisation: Zerodha Trustee Private Limited
- CEO and CFO: Vishal Jain
- Investor Relation Officer: Anand Jasrapuria
How to invest in Zerodha Mutual Fund
You can invest in Zerodha Mutual Fund through an online broker. Below we have described how to do so.
Online Process
Here’s how to invest in Zerodha Mutual Fund online:
- You must have completed all your KYC formalities on your preferred investment platform. Submission of KYC, Aadhaar and government-approved documents is a must for this.
- Visit the website of Zerodha Mutual Fund or any third-party app.
- Browse through the available mutual fund schemes and pick the one that aligns with your goals.
- Select between a monthly Systematic Investment Plan (SIP) or a one-time lump sum investment.
- Choose a payment option such as net banking, UPI, or other available methods.
- Once the investment is made, you can track it on your brokerage platform. You can make further investments or redeem them as well.
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Frequently Asked Questions
How can I get the Zerodha Mutual Fund statement?
You can get the Zerodha Mutual Fund statement from the fund’s official website or by requesting via the CAMS platform. You must submit the necessary details such as PAN, folio number, and registered mail ID.
How much time does it take to redeem Zerodha Mutual Fund?
It can take between one and three days to redeem investments in Zerodha Mutual Fund.
How to increase the SIP amount in Zerodha Mutual Fund?
You can use a brokering platform for increasing the SIP amount in any particular Zerodha Mutual Fund scheme.
How to redeem Zerodha Mutual Funds online?
From your online brokerage platform, visit the page of Zerodha Mutual Fund, select the scheme that you want to redeem, and follow the steps for redeeming the desired amount.
How to start Zerodha Mutual Fund SIP online?
You can start a SIP in a Zerodha Mutual Fund scheme by using an online brokerage platform.
Should I invest in the Zerodha Mutual Fund scheme?
You must be clear about your own priorities and analyse the schemes you are interested in to decide if they are worth investing in.
What are the redemption charges of Zerodha Mutual Fund?
You must go through the terms and conditions of the scheme you have invested in to know its redemption charges.
What determines the taxes on mutual fund returns?
Mutual fund returns are taxed as per existing government rules. It varies according to the type of mutual fund scheme and duration of investment.
What is the best Zerodha Mutual Fund?
It is up to you to decide which scheme is best for you after doing a thorough analysis of different schemes and checking which will likely meet your goals.