Zerodha Mutual Fund

Zerodha Mutual Fund

Welcome to the world of Zerodha Mutual Fund, an investment avenue that brings you the promise of financial growth. Zerodha Mutual Fund, a creation of Zerodha Broking Limited, took its first step into the financial world on August 11, 2023. While it was incorporated on December 20, 2021, it has quickly become a reliable name for investors. At the helm of this endeavor is Mr. Vishal Jain, the CEO/MD, who is dedicated to making your investment journey a fruitful one.

Best Zerodha Mutual Fund

Search Result - 2 Mutual Funds

Current NFOs:

NFOs Launch Date Closing Date
Zerodha Nifty LargeMidcap 250 Index Fund-Direct (G) 20 Oct 2023 03 Nov 2023
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund-Direct (G) 20 Oct 2023 03 Nov 2023

Mutual Fund Key Information

  • Mutual Fund
  • Zerodha Mutual Fund
  • Setup Date
  • 11th August 2023
  • Incorporation Date
  • 20th December 2021
  • Sponsor
  • Zerodha Broking Limited
  • Trustee
  • Zerodha Trustee Private Limited
  • Chairman
  • NA
  • CEO / MD
  • Mr. Vishal Jain
  • CIO
  • NA
  • Compliance Officer
  • Mr. Chandra Bhushan Singh
  • Investor Service Officer
  • Mr. Anand Jasrapuria
  • Assets Managed
  • NA
  • Auditors
  • Walkar Chandiok & Co. LLP
  • Custodians
  • Citibank N. A.
  • Registrars
  • Computer Age Management Services Pvt Ltd
  • Website Name
  • Zerodha Fund House
  • Address
  • IndiQube Penta, New No. 51 (Old No. 14), Richmond Road
  • Telephone Nos
  • 8069601101
  • Fax Nos
  • NA
  • E-mail

How to Invest in Zerodha Mutual Fund?

Investing in Zerodha Mutual Fund via the 5paisa platform is a breeze. Here’s your guide to get started:

If you wish to invest in any Zerodha Mutual Fund scheme or another mutual fund through the 5paisa App and website, you’ll need an All-in-one account with 5paisa. View More

Don’t have one yet? No problem, opening an account on the platform is a straightforward process, and we’ll guide you through it.

The entire journey, from submitting your application and completing the KYC process to receiving that all-important confirmation, is a seamless online experience. Once your account is activated, you’re ready to dive into the world of investments, whether it’s mutual funds, stocks, or other exciting options on the 5paisa platform.

To start your Zerodha Mutual Fund investment on 5paisa, follow these steps:

Login to 5paisa: If you’re new to the platform, you can register and create your account in no time.
Find Your Preferred Scheme: Once you’re logged in, search for your preferred Zerodha Mutual Fund scheme or filter for Zerodha AMC from the list of all mutual funds.
Select the Perfect Fund: Choose the fund that aligns perfectly with your financial goals and your risk tolerance.
Choose Your Investment Mode: Decide whether you want to make a one-time investment by clicking “One-Time,” or if you prefer a more periodic approach, start a Systematic Investment Plan (SIP) by clicking “Start SIP.” It’s all about what suits your investment style and objectives best.
Complete the Payment: After selecting your investment mode, make the payment, and you’ll see the investment status in your order book.

That’s it! Your Zerodha Mutual Fund investment with 5paisa is complete, and you’re ready to enjoy the potential returns.

Download the 5paisa App and start your journey of easy mutual fund investments today.

Closed NFO

Frequently Asked Questions

What is the process for redemption or selling my Zerodha Mutual Fund units?

To redeem or sell your Zerodha Mutual Fund units, log in to your 5paisa account, go to the mutual fund section, select the scheme you wish to redeem, and follow the provided instructions. It’s a seamless process that allows you to access your funds when needed.

What is the role of the Custodian in Zerodha Mutual Fund?

The custodian, Citibank N. A., plays a crucial role in safeguarding and managing the assets of the mutual fund. They ensure the safekeeping of securities and settlement of transactions, contributing to the security of your investments.

What is the process for updating my contact details with Zerodha Mutual Fund?

To update your contact details with Zerodha Mutual Fund, log in to your 5paisa account, go to the mutual fund section, and locate the option for updating contact information. Follow the provided instructions to ensure that you receive important updates and communications.

Can I set up an automatic transfer from my bank account to my Zerodha Mutual Fund SIP?

Yes, you can set up an automatic transfer from your bank account to your Zerodha Mutual Fund SIP. This feature is known as the Electronic Clearing Service (ECS) mandate, which allows for convenient and automated investments at regular intervals.

Are there any tax implications for Zerodha Mutual Fund investments?

Yes, tax implications vary based on the type of mutual fund and the duration of your investment. Generally, equity mutual funds and debt mutual funds have different tax structures. Consult a tax expert or refer to the scheme’s documents for detailed tax information.

Can I set up multiple SIPs in different Zerodha Mutual Fund schemes simultaneously?

Yes, you can set up multiple SIPs in various Zerodha Mutual Fund schemes simultaneously. It diversifies your investments and allows you to tailor your portfolio according to your financial goals.

How can I get assistance if I have specific queries about my Zerodha Mutual Fund investments?

For personalized assistance, you can reach out to Mr. Anand Jasrapuria, the Investor Service Officer at Zerodha Mutual Fund, by contacting the provided telephone number or sending an email to the mentioned address. He will be happy to address your specific investment-related questions and concerns.

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