Zerodha Asset Management Private Limited, or ZAMPL, is a private limited Indian Non-Government company. The company was established in the year 2021. The registered office of this growing AMC is set up in Bangalore, Karnataka, India.
This company is exclusively concentrated on building passive investment products. The major focus of Zerodha is based on creating index funds and ETFs that are constructed to be simple to invest in and transparent to all investors. They adopt a technology-first approach in order to develop funds that cater to every type of investor.
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
Zerodha Gold ETF FoF Fund | Commodities | High | NA | -- | NA |
Zerodha Nifty Large Midcap 250 Index Fund | Equity | Very High | 22.6% | -- | ₹626 |
Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund | Equity | Very High | 22.7% | -- | ₹133 |
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In order to buy shares on Zerodha, you will need a trading and Demat account with Zerodha and sufficient funds in your Zerodha trading account. You could buy shares either on the Zerodha Kite Website or the Zerodha Kite Application.
You could simply follow the steps mentioned below to start investing in funds through Zerodha:
Step 1: Log in to the Kite app or portal.
Step 2: Add the funds you wish to invest into your watchlist.
Step 3: Shortlist the fund you want to invest in.
Step 4: Click on the 'buy' option.
Step 5: Enter the parameters, such as Quantity, Product Type, Price, Order Type, and more.
Step 6: Place your order.
You can login or register on the Groww portal or website to start investing in Zerodha mutual fund through Groww. You can register on Groww and start investing in the Zerodha Mutual Fund through the steps mentioned below:
Step 1: Register on Groww, or if you are an existing user - login.
Step 2: Complete your KYC.
Step 3: Choose Zerodha Mutual Fund.
Step 4: Choose whether you want to invest a lump sum or in SIPs in the Zerodha fund.
Once you have made the investment, it will be reflected in the Zerodha Mutual Fund in 3 - 4 working days.
The directors of the company are:
Bhuvanesh looks over all products associated with mutual funds, National Pension Schemes, and fixed-income investments.
Anugrah is the founder and chief product officer at Smallcase. He is an IIT Kharagpur graduate with a degree in MS Economics. He is also a renowned member of the Forbes 30 Under 30 Class of 2019.
Nithya has 25+ years of experience in financial services and manages multiple alternate asset management platforms. She is on the board of directors, as well as the investment committee.
Tushar has over 20 years of expertise in financial services across varied platforms, and he primarily focuses on Capital Markets. Tushar is a trained electronics and communication engineer who earned his postgraduate diploma in management from IIM Bangalore.
The Trustee directors of Zerodha are:
Karthik Rangappa is the child of education at the company, and he single-handedly Zerodha's educational program. He is the head of the investor education initiative at Zerodha.
Vasanth Kamath is the director & CEO of Smallcase. The objective of Smallcase is to assist investors in building stronger portfolios. He has earned an MSc & BSc (Integrated Degree) in Economics.
Shameek Ray has 16+ years of experience in advising investors and corporations in various capital-raising transactions that range from hybrid securities to structured debt and preferred capital and equities.
Sankarson Banerjee is an experienced tech professional with 25+ years of work experience. This includes 15+ years in CXO-level positions and more. In the course of his career, he has been the source of implementing complex portals, ERP, and more.
Venkatesh Panchapagesan is the associate professor of Finance of the company. He heads the real estate research initiative at IIM Bangalore. He holds 25+ years of experience in academia and in the global financial services industry.
Abhishek Bhardwaj is the assistant professor of Finance at the A.B Freeman School of Business at Tulane University, Louisiana. He also holds a Ph.D. in Finance and teaches financial management.
The key fund managers of the company are:
Kedarnath is the current equities fund manager of Zerodha AMC. He has 17 years of experience in financial markets. Before Zerodha AMC, he had worked with Aditya Birla SunLife AMC and played multiple roles in the company's environment.
Apurv is the fund manager of debt in Zerodha AMC and has work experience of 5+ years. He manages investments in both private and public capital. His previous experience is from Equirus Group, where he managed Banking Sector investments for conventional investors. He played a major part in helping to navigate the sector's investment trends.
Now let us jump and check about these top 3 mutual fund schemes.
Fund Performance: The Zerodha Gold ETF FoF Fund comes under the Commodities category of Zerodha Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Zerodha Gold ETF FoF Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | NACr |
| 1Y Returns | NA |
Fund Performance: The Zerodha Nifty Large Midcap 250 Index Fund comes under the Equity category of Zerodha Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Zerodha Nifty Large Midcap 250 Index Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹626Cr |
| 1Y Returns | 22.6% |
Fund Performance: The Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund comes under the Equity category of Zerodha Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Zerodha ELSS Tax Saver Nifty Large Midcap 250 Index Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹133Cr |
| 1Y Returns | 22.7% |
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