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.
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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
The best Zerodha Mutual Fund depends on your financial goals and risk tolerance. Equity funds are ideal for long-term growth, debt funds offer stability, and hybrid funds balance risk and reward. With Choice, you can explore detailed research and performance analysis to choose the right fund based on your investment objectives.
Zerodha Mutual Funds are subject to taxation based on the type of fund and the holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest through Choice, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC (Know Your Customer) process is mandatory. For non-individual investors, additional documents may be required and can be uploaded online.
The minimum investment for most Zerodha Mutual Funds is 100 for both lump sum investments and Systematic Investment Plans (SIPs).
Returns are calculated based on the Net Asset Value (NAV) of the fund using the formula: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. For SIP investments, returns are calculated using the XIRR (Extended Internal Rate of Return) method. Choice provides real-time NAV updates and tools to estimate potential returns.
Yes, you can switch between Zerodha Mutual Funds through Choice FinX. The platform allows smooth transitions between schemes, but it is important to consider exit loads and tax implications depending on your investment duration.
Charges include the expense ratio covering fund management costs, exit load for premature withdrawals, and transaction fees for investments exceeding a specified limit. Direct plans available through Choice generally have lower charges than regular plans.
No, a Demat account is not required to invest in Zerodha Mutual Funds through Choice FinX. You can invest directly via the platform, although a Demat account is useful if you prefer holding mutual fund units in electronic form.
You can access your Zerodha Mutual Fund statement through the Choice FinX platform under the Portfolio section. Statements are also available via the Zerodha Mutual Fund website, through email requests, or from CAMS or KFintech portals.
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