Zerodha Mutual Fund: NAV, Latest Schemes, Returns, Performance & AUM

Zerodha Mutual Fund offers a range of passive investment solutions across index funds, exchange-traded funds (ETFs), debt funds, liquid funds, and commodity-based products. Its schemes are designed to provide investors with low-cost, diversified exposure to financial markets without relying on active fund management. The AMC focuses on helping investors build long-term wealth through disciplined investing, broad market participation, and cost-efficient investment products.

The fund house follows a passive investment philosophy that aims to closely track benchmark indices while keeping investment costs low. Zerodha Mutual Fund emphasizes transparent market exposure by minimizing portfolio turnover and maintaining competitive expense ratios. Its fully digital investment ecosystem allows investors to invest, start SIPs, monitor portfolios, and complete transactions seamlessly through paperless online platforms.

Key Features of Zerodha Mutual Fund

• One of India's leading passive-focused asset management companies.
• Manages assets exceeding ₹9,500 crore.
• Offers 12+ mutual fund schemes across passive investment categories.
• Strong focus on low-cost index investing.
• Investment options available through SIPs and lump sum investments.
• Fully digital investment experience.
• Transparent investment strategy with low expense ratios.
• Easy portfolio tracking through online platforms.
• Registered and regulated by the Securities and Exchange Board of India (SEBI).
• Suitable for long-term and cost-conscious investors.

Types of Mutual Funds Offered by Zerodha Mutual Fund

Zerodha Mutual Fund offers investment solutions across the following fund categories:

• Nifty 50 Index Fund
• Nifty LargeMidcap 250 Index Fund
• Other Broad Market Index Funds
• Gold ETF
• Silver ETF
• LIQUIDCASE ETF
• Liquid Fund
• Overnight Fund
• Money Market Fund
• Target Maturity Funds
• Fixed Income Index Funds

These schemes help investors build diversified portfolios while benefiting from low-cost passive investment strategies.

How Can You Invest in Zerodha Mutual Fund?

Investors can invest in Zerodha Mutual Fund through multiple convenient channels, including:

• Official Zerodha Fund House website.
• Coin by Zerodha platform.
• SEBI-registered Mutual Fund Distributors (MFDs).
• Registered Investment Advisors (RIAs).
• Supported online mutual fund investment platforms.

Investment options include:

• Systematic Investment Plan (SIP)
• Lump Sum Investment

Most Zerodha Mutual Fund schemes allow investors to start investing from ₹100, subject to scheme-specific terms and conditions. Investors must complete Know Your Customer (KYC) verification before investing, as required under SEBI regulations.

Why Invest in Zerodha Mutual Fund?

Zerodha Mutual Fund offers low-cost passive investment solutions that enable investors to participate in long-term market growth without the complexity of active fund management. Its technology-driven investment platform, transparent investment approach, and low expense ratios make it an attractive choice for investors seeking a simple and cost-effective way to build wealth.

Some key reasons investors choose Zerodha Mutual Fund include:

• Low expense ratio investment options.
• Passive index investing approach.
• Commission-free direct investing through Coin by Zerodha.
• Easy digital onboarding and portfolio management.
• Diversified range of index funds and ETFs.
• Transparent investment process.
• Suitable for long-term investors.

Who Manages Zerodha Mutual Fund?

Vishal Jain, Managing Director & Chief Executive Officer, leads Zerodha Mutual Fund. The AMC is supported by an experienced investment team that manages passive investment products while ensuring efficient index tracking, disciplined portfolio management, and cost-effective investment execution.

Are There Any Exit Loads or Charges?

Yes. Exit loads, expense ratios, and other applicable charges vary depending on the selected mutual fund scheme. Investors should carefully review the Scheme Information Document (SID), Key Information Memorandum (KIM), and the latest Scheme Factsheet before investing to understand the applicable costs, fees, exit loads (where applicable), minimum investment requirements, and other scheme-specific terms.

Is Zerodha Mutual Fund Safe?

Zerodha Mutual Fund is a SEBI-registered Asset Management Company (AMC) and operates under the regulatory framework governing mutual funds in India. The AMC follows strong regulatory compliance, transparent investment practices, and disciplined portfolio management. However, like all mutual fund investments, returns are subject to market risks and cannot be guaranteed. Investors should evaluate each scheme based on their financial goals, investment horizon, and risk tolerance before investing.