Zerodha Mutual Fund
- AMC AGE NA
- AMC AUM (In Cr) ₹ 2,550.94
- Number of Schemes 11
Zerodha Mutual Fund is a relatively new entrant in India’s mutual fund landscape, built with a modern, low-friction investor experience in mind and backed by the Zerodha ecosystem. As an AMC, it is positioned around clarity, digital-first access, and straightforward fund selection - often appealing to investors who prefer a clean, process-led approach to investing rather than overly complex product narratives.
Like with any fund house, “best Zerodha Mutual Fund” will depend on what you’re trying to achieve, long-term wealth creation, stability, diversification, or a goals-based plan through SIPs - so it’s worth looking at the scheme category, intended holding period, and how the fund fits into your broader portfolio. On the 5paisa platform, you can explore Zerodha Mutual Fund schemes, evaluate them based on your preferences, and invest via lump sum or SIP in one flow.
If you’re reviewing Zerodha Mutual Fund returns, make sure you interpret performance in the context of category, market cycles, and your own time horizon, rather than as a single-point decision factor.
List of Zerodha Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Zerodha Nifty LargeMidcap 250 Index Fund-Direct Growth
|
1,410 | - | - | |
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund-Direct Growth
|
266 | - | - | |
Zerodha Gold ETF FoF - Direct Growth
|
329 | - | - | |
Zerodha Overnight Fund - Direct Growth
|
61 | - | - | |
Zerodha Silver ETF FoF - Direct Growth
|
221 | - | - | |
Zerodha Multi Asset Passive FoF - Direct Growth
|
159 | - | - | |
Zerodha Nifty 50 Index Fund - Direct Growth
|
54 | - | - | |
Zerodha BSE SENSEX Index Fund - Direct Growth
|
16 | - | - | |
Zerodha Nifty Short Duration G-Sec Index Fund-Dir Growth
|
14 | - | - | |
Zerodha Nifty MidSmallcap400 50:50 Index Fund-Dir Growth
|
8 | - | - |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
Zerodha Nifty LargeMidcap 250 Index Fund-Direct Growth
|
- Fund Size (Cr.) - 1,410 |
||
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund-Direct Growth
|
- Fund Size (Cr.) - 266 |
||
Zerodha Gold ETF FoF - Direct Growth
|
- Fund Size (Cr.) - 329 |
||
Zerodha Overnight Fund - Direct Growth
|
- Fund Size (Cr.) - 61 |
||
Zerodha Silver ETF FoF - Direct Growth
|
- Fund Size (Cr.) - 221 |
||
Zerodha Multi Asset Passive FoF - Direct Growth
|
- Fund Size (Cr.) - 159 |
||
Zerodha Nifty 50 Index Fund - Direct Growth
|
- Fund Size (Cr.) - 54 |
||
Zerodha BSE SENSEX Index Fund - Direct Growth
|
- Fund Size (Cr.) - 16 |
||
Zerodha Nifty Short Duration G-Sec Index Fund-Dir Growth
|
- Fund Size (Cr.) - 14 |
||
Zerodha Nifty MidSmallcap400 50:50 Index Fund-Dir Growth
|
- Fund Size (Cr.) - 8 |
Key Information about Zerodha Mutual Fund
- 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. Vaibhav Jalan
- Assets Managed
- NA
- Auditors
- MSKA & Associates, M/s. M.P. Chitale & Co.
- Custodians
- Citibank N. A., Deutsche Bank A.G.
- Registrars
- Computer Age Management Services Ltd.
- Website Name
- Zerodha Fund House
- Address
- IndiQube Penta, New No. 51 (Old No. 14), Richmond Road
- Telephone Nos
- 8069601101
- Fax Nos
- NA
- compliance@zerodhafundhouse.com
How to Invest in Zerodha Mutual Fund?
Investing in Zerodha Mutual Fund through 5paisa is designed to be simple and fully online, so you can move from discovery to investment without paperwork-heavy steps. Here’s how you can get started:
Step 1: Log in to your 5paisa account using your registered mobile number or email, or create a new account if you’re investing for the first time.
Step 2: Complete your KYC by submitting the required identity and address documents (such as PAN and Aadhaar) as part of the 5paisa onboarding flow.
Step 3: Once KYC is verified, go to Mutual Funds on the platform and search for Zerodha Mutual Fund to view available Zerodha Mutual Fund schemes.
Step 4: Shortlist funds based on your goal (wealth creation, income, stability), expected holding period, and how much volatility you’re comfortable with.
Step 5: Open the scheme page to review key scheme details and confirm whether you’re choosing a Direct plan and the most suitable option for your needs.
Step 6: Select SIP if you want disciplined investing over time, or choose lump sum if you prefer investing a one-time amount.
Step 7: Confirm your investment details, complete the payment, and track the investment status from your portfolio dashboard.
Your investment typically reflects in your portfolio within a few working days, and you can monitor, add, pause, or adjust future contributions from the same place.
How to Invest in Zerodha Mutual Fund ?
Investing in Zerodha Mutual Fund through 5paisa is designed to be simple and fully online, so you can move from discovery to investment without paperwork-heavy steps. Here’s how you can get started:
Step 1: Log in to your 5paisa account using your registered mobile number or email, or create a new account if you’re investing for the first time.
Step 2: Complete your KYC by submitting the required identity and address documents (such as PAN and Aadhaar) as part of the 5paisa onboarding flow.
Step 3: Once KYC is verified, go to Mutual Funds on the platform and search for Zerodha Mutual Fund to view available Zerodha Mutual Fund schemes.
Step 4: Shortlist funds based on your goal (wealth creation, income, stability), expected holding period, and how much volatility you’re comfortable with.
Step 5: Open the scheme page to review key scheme details and confirm whether you’re choosing a Direct plan and the most suitable option for your needs.
Step 6: Select SIP if you want disciplined investing over time, or choose lump sum if you prefer investing a one-time amount.
Step 7: Confirm your investment details, complete the payment, and track the investment status from your portfolio dashboard.
Your investment typically reflects in your portfolio within a few working days, and you can monitor, add, pause, or adjust future contributions from the same place.
Other Calculators
Frequently Asked Questions
Yes, you can invest in Zerodha Mutual Fund direct plans on 5paisa, so you can transact online while viewing scheme details clearly before you confirm.
Log in to 5paisa, search Zerodha Mutual Fund under Mutual Funds, pick your preferred scheme, and complete your SIP or lump sum investment digitally.
To choose the best Zerodha Mutual Fund for SIP, compare schemes by category fit, time horizon, and consistency with your goals rather than relying only on short-term performance.
Direct plans typically avoid distributor commissions, but each scheme has its own expense ratio which you can review on the scheme page before investing.
Yes, you can manage your SIP instructions digitally through 5paisa, including pausing or stopping an SIP depending on your preference and mandate rules.
You’ll need a verified 5paisa account, completed KYC, and an active bank account linked for payments and redemption credits.
It is fairly simple to increase your SIP amount in Zerodha Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.