Zerodha Mutual Fund
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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.

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Details of Zerodha Mutual Fund

Founding DateDecember 20, 2021
AddressIndiQube Penta, New No.51(Old No.14)Richmond Road,Bangalore - 560025
Emailsupport@zerodhafundhouse.com
Telephone080 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

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