Zerodha Fund House, India's exclusive passive-only AMC, is a joint venture between smallcase Technologies Pvt. Ltd and Zerodha Broking Ltd. It aims to create straightforward, transparent, and cost-effective mutual funds. Utilising technology at every step, Zerodha Mutual Fund will offer diversified building blocks for investors' portfolios.
Zerodha Asset Management Pvt. Ltd. has launched two equity-based index funds, as of December 2023. These are Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund and Zerodha Nifty LargeMidcap 250 Index Fund.
Both the funds invest evenly in the top 100 large companies and the next 150 midcap firms. Additionally, the Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund offers a tax-saving benefit of up to ₹1.50 Lakhs under Section 80C of the Income Tax Act, 1961.
Incorporated In | 20 Dec. 2021 |
CEO | Vishal Jain |
Trustee | Zerodha Trustee Private Limited |
CIO | NA |
Investing in mutual funds is a simple and hassle-free online process. Here are the steps you need to follow:
Step 1: Sign in to your account using your registered mobile number
Step 2: Navigate to the ‘Investments’ section and click on the ‘Mutual Funds’ category
Step 3: Fill in the application form with relevant details like your bank account number, PAN, and other particulars
Step 4: Choose between SIP and lump sum to invest in mutual funds of Zerodha AMC
Note that you can choose to invest in these funds through different payment methods. These include the UPI, net banking, Real Time Gross Settlement (RTGS), and National Electronic Funds Transfer (NEFT).
When investing in schemes offered by Zerodha Mutual Fund, you need to submit the following documents:
PAN card
Voter’s ID
Driving licence
Passport
Here are the fund managers who control the investment strategy for Zerodha Fund House:
With an experience of more than 17 years in the financial market, Kedarnath Mirajkar is currently serving as the Fund Manager of the Equity segment. He manages both the schemes offered by Zerodha Fund House.
Before joining Zerodha AMC, Mirajkar worked with Aditya Birla Sunlife AMC Ltd. (ABSLAMC) in different roles. At ABSLAMC, he oversaw the launch of 7 NFOs and was successful in scaling their AUM from ₹800 Crores to ₹2,000 Crores.
Apurv Parikh, with experience of more than 5 years managing public and proprietary capital investments, is currently serving as the Fund Manager of the Debt segment. A Chartered Financial Analyst from the CFA Institute, he has worked as an Equity Research Associate at Equirus Group.
Parikh has also been part of the Investment team at NAVI Asset Management Company. At NAVI AMC, he assisted in managing a debt portfolio of ₹1.5 Billion. He has also provided his services as an assistant in managing the proprietary debt portfolio at L&T Finance worth over ₹30 Billion.
NA | |
Phone | NA |
Address | 153/154, 4th Cross, J.P Nagar 4th Phase, Opp. Clarence Public School, |
Zerodha Mutual Fund offers 4 mutual fund schemes across different categories.
Investment Advisory
Bajaj Finserv Direct Ltd. (“BFDL”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM, in no way guarantees performance of the intermediary or provide any assurance of returns to investors.
Mutual funds
Bajaj Finserv Direct Ltd. (“BFDL”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.
The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.
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