Zerodha Mutual Fund
List of All Zerodha Mutual Fund
Fund Name | 3Y Return | Risk | Cat. Avg |
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Details of Zerodha Mutual Fund
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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