Zerodha Mutual Fund
AUM
₹ 8,000 cr.
AMC Age
4 Years
No. Of Schemes
8
Zerodha Fund House, backed by Zerodha and smallcase, is India’s only AMC dedicated to passive investing. It offers simple, transparent index funds and ETFs, using a technology-first approach tailored for Indian investors.
Calculate Returns on Zerodha Mutual Fund
You would have got
Total Investment
₹ 1200
Expected Returns
₹ -696
Total Value
₹ 504
Past performance doesn’t assure future results; actual outcome may vary due to market dynamics.
Your Investment Amount
- 1
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per annum
About Zerodha Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Zerodha Fund House was founded with a mission to simplify investing. The company specialises in passive funds and ETFs that are easy to understand and accessible for all investors. Its philosophy is rooted in the belief that active stock picking is like searching for a needle in a haystack; most investors are better served by a broad, diversified, cost-effective approach that eliminates human biases.
Key Features
- The fund house offers a range of index funds and ETFs, designed to provide diversified exposure across equity, gold, and other asset classes, aligning with different financial goals.
- By leveraging technology, Zerodha Fund House creates transparent and user-friendly investment products that cater to modern Indian investors.
- Led by Vishal Jain, a pioneer in India’s passive investing space, the team brings decades of experience.
- Supported by professionals with expertise in passive investing and technology, the fund house ensures that product design and management are both innovative and investor-focused.
- While relatively new, Zerodha Fund House aims to provide straightforward investment solutions to all Indian investors, democratizing access to passive investment strategies.
Documents Required
To invest in Zerodha Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Zerodha Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Zerodha Mutual Fund Managers
Mr. Kedarnath Mirajkar
Mr. Shyam Agarwal
How To Invest In Zerodha Mutual Fund With Choice?
Zerodha Mutual Fund FAQs
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