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
₹2,335 Cr
AUM growth
₹337 Cr
Fund managers
2
₹675 Cr
AUM
4
Schemes
Apurv Parikh
₹1,698 Cr
AUM
1
Schemes
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Mutual Fund Name | Zerodha Mutual Fund |
Asset Management Company Name | Zerodha Asset Management Private Limited |
AMC Setup Date | August 11, 2023 |
AMC Incorporation Date | December 20, 2021 |
Sponsor Name | Zerodha Broking Limited |
Name Of Trustees | Mr. Abhishek Bhardwaj - Independent Director Mr. Karthik Rangappa - Associate Director Mr. Sankarson Banerjee - Independent Director Mr. Shameek Ray - Independent Director Mr. Vasanth Kamath - Associate Director Mr. Venkatesh Panchapagesan - Independent Director |
CIO | NA |
MD And CEO | Mr. Vishal Jain |
Compliance Officer | Mr. Chandra Bhushan Singh |
Investor Service Officer | Mr. Anand Jasrapuria |
Updated As Of | April 2024 |