Zerodha Fund House

About Zerodha Fund House

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

How to Invest in Zerodha Mutual Fund?

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).

Documents Required to Invest in Zerodha Mutual Fund

When investing in schemes offered by Zerodha Mutual Fund, you need to submit the following documents:

• PAN card

• Voter’s ID

• Driving licence

• Passport

Fund Managers

Here are the fund managers who control the investment strategy for Zerodha Fund House:

• Kedarnath Mirajkar

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

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.

Email	NA
Phone	NA
Address	153/154, 4th Cross, J.P Nagar 4th Phase, Opp. Clarence Public School,