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
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Zerodha Nifty LargeMidcap 250 Index Fund-Direct Growth
|
706 | - | - | |
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund-Direct Growth
|
145 | - | - | |
Zerodha Gold ETF FoF - Direct Growth
|
16 | - | - |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
Zerodha Nifty LargeMidcap 250 Index Fund-Direct Growth
|
- Fund Size (Cr.) - 706 |
||
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund-Direct Growth
|
- Fund Size (Cr.) - 145 |
||
Zerodha Gold ETF FoF - Direct Growth
|
- Fund Size (Cr.) - 16 |
Zerodha Mutual Fund Key Information
How to Invest in Zerodha Mutual Fund?
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
Closed NFO
-
-
25 Oct 2024
Launch Date
08 Nov 2024
Closed Date
Frequently Asked Questions
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.
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.
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.
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.
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.
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.
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.