Zerodha Mutual Fund : MF Schemes List, AUM, Risk, Returns

Q: Are Zerodha Mutual Fund mutual fund's schemes safe to invest in?

Ans: Yes, Zerodha Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including Zerodha Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are Zerodha Mutual Fund mutual funds tax-free?

Ans: Zerodha Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of Zerodha Mutual Fund?

Here are some of the best-performing funds from Zerodha Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%)

Q: Are Zerodha Mutual Fund a good choice for long-term capital appreciation?

Ans: Yes, Zerodha Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check Zerodha Mutual Fund AMC fund performance.

Q: How can I check my Zerodha Mutual Fund mutual funds status on Rupeezy?

Ans: You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

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Zerodha Mutual Fund

Zerodha Fund House is an asset management company (AMC) sponsored by Zerodha Broking Limited. It is one of India's leading stock broking and financial services platforms, with 14+ million registered users. Zerodha Broking Limited was founded in 2010 as a discount brokerage, a new concept in the industry. Nikhil and Nithin Kamath are Zerodha’s founders. Zerodha Fund House AMC was launched in 2023 as a joint venture with Smallcase, a wealth-tech platform. The AMC focuses on index funds and has only direct plans that pay no commissions to distributors. Within 5 months of launch, Zerodha fund house achieved an AUM of Rs. 1,000 Cr and 1 lakh investors. The AMC manages an Average AUM of Rs. 1578.20 Cr as of June 2024.

List of All Zerodha Mutual Fund

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Equity

Debt

Hybrid

ELSS

Index

Fund Name	3Y Return	Risk	Cat. Avg
No Match Found We couldn't find the match you were looking for.

Details of Zerodha Mutual Fund

Founding Date	December 20, 2021
Address	IndiQube Penta, New No.51(Old No.14)Richmond Road,Bangalore - 560025
Email	support@zerodhafundhouse.com
Telephone	080 69601101

Documents Required to Invest

To invest in Zerodha Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)

How to Invest in Zerodha Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select Zerodha Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

Zerodha Mutual Fund FAQs

Q1. Are Zerodha Mutual Fund mutual fund's schemes safe to invest in?

Q2. Are Zerodha Mutual Fund mutual funds tax-free?

Q3. Which are the top performing funds of Zerodha Mutual Fund?

Q4. Are Zerodha Mutual Fund a good choice for long-term capital appreciation?

Q5. How can I check my Zerodha Mutual Fund mutual funds status on Rupeezy?

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