Zerodha Hybrid Mutual Funds
About This AMC
Zerodha Mutual Fund was established on December 20, 2021 as a Trust sponsored by Zerodha Broking Limited. It was in August 2023 when Zerodha Asset Management Private Limited, got a green signal from SEBI to commence its mutual fund business and operations as Zerodha Mutual Fund.
Currently, Mr. Vishal Jain who has over 20 years of experience designing passive products, is the Managing Director & CEO of Zerodha Mutual Fund. The fund house is focused on offering passive investment products, specifically index funds and exchange-traded funds (ETFs).
The AMC is a joint venture between Zerodha and Smallcase, a company that has 6+ years of experience in building investment products. Zerodha Mutual Fund offers 4 schemes across different categories including 2 index funds and 2 ETFs. with the Zerodha Nifty and has an AUM of ₹557 crore.
As of April 2024
Schemes
3
AUM
₹3,019 Cr
AUM growth
₹316 Cr
Fund managers
2
