Update on Zerodha Fund House
As we take stock of our journey so far, it’s humbling to see how far we’ve come in such a short time. What started as an idea —to make investing truly simple, affordable, and democratic—is now taking shape in ways that reaffirm our core beliefs.
At Zerodha Fund House, we’ve set out to build not just another AMC, but an ecosystem that genuinely makes investing accessible to everyone. For too long, the world of mutual funds and capital markets has felt out of reach for the average Indian investor. We wanted to change that. We’re using the best of technology and product design to build transparent, cost-efficient, index-based funds that are easy to understand—and open to all.
The Journey So Far
When we launched in late 2023, we began with a clear conviction: that index-based investing is the most efficient, transparent way to participate in markets. You don’t need to predict which fund manager will outperform, or try to time the market. You just need to stay consistent, diversified, and patient.
We started with our first Index Fund, and slowly began expanding the offering designed for a long-term investor’s portfolio. Today, we’ve grown to close to ₹6,400 crores in assets under management and serve more than 7 lakh investors across India.
More than just the numbers, what truly drives us is knowing who we’re serving. Whether it’s first-time investors starting with small-ticket SIPs, working professionals planning for retirement, or young savers from Tier 2 and 3 towns, we keep all of them in mind while designing our products and solutions. Because for us, every investor matters.
As on May 27th 2025
Product Ecosystem
Every fund we launch is built around a clear idea: to give people the tools to build wealth through simple, cost-effective, diversified products. Here’s how we’re doing that:
- In equities, we started with the LargeMidcap 250 Index Fund and expanded into ETFs like TOP100CASE and MID150CASE, helping investors gain broad exposure across large and mid-sized companies in just one go.
- In precious metals, we started with GOLDCASE and a Gold Fund of Funds, and recently introduced SILVERCASE. These products are designed to offer digital, cost-effective access to gold and silver—assets that Indian families have trusted for generations.
- In debt, we launched LIQUIDCASE—India’s first growth-NAV based liquid ETF—because we saw a gap in the liquid ETF market, where all the incumbent ETFs were dividend paying – which made them a hassle to track.
Each of these products was developed with our core philosophy in mind: making investing simple, transparent, and cost-effective. The rapid adoption of LIQUIDCASE particularly demonstrates that investors are looking for innovative solutions that don’t compromise on these principles.
As on May 27th 2025
As on May 27th 2025
Making Investing More Human
We believe that technology should bring investing closer to people’s everyday lives, to the extent that investing should feel like sending a message. Hence we launched investing via WhatsApp in August last year—a first of its kind in the industry. While this began as a soft launch for existing investors, the journey has gone through multiple iterations based on user feedback.
Today, with just a few taps, an investor can buy or sell mutual funds, and track their portfolio, all within the WhatsApp interface. No new app downloads, no complex steps. Soon, we’re opening this up to everyone. First-time investors will be able to onboard and start investing directly through WhatsApp — making it one of the simplest ways to begin their financial journey.
We also feel investing should be extremely accessible. Whether someone wants to invest ₹100 or ₹10,000, they should be able to do it. Hence we particularly kept the minimum investment amounts low. This ensures that anyone, regardless of income or geography, can start building a nest-egg and take control of their financial future.
Looking Forward
We’re still just getting started. In the months to come, you’ll see more digital touchpoints, smarter interfaces, and new features that continue to put the investor at the center.
We’ll keep building thoughtfully, with a focus on products that genuinely help people create long-term wealth—without complexity or jargon. Our mission is to help more Indians move their money from savings into investments, and to do so in a way that is sustainable, transparent, and empowering.
At Zerodha Fund House, we believe the future of investing in India will be passive, simple, and widely accessible. We’re proud to be part of shaping that future—one product, one investor, one step at a time.
Thank you for being part of the journey.
Mutual fund investments are subject to market risks, read all scheme related documents carefully
Don\’t want to sound too negative about ZFH but had too much expectation from ZFH about release of different index funds and ETFs but have been massively disappointed. Other than one index fund (Nifty Largemidcap 250 index) which they think is enough for retail investors no other index fund came out. Same with ETFs in equity segment. Just two ETFs and looks like ZFH slept after there release. Could release a lot of index funds (broad market, factor based index) and ETFs. But calling themselves passive only fund house but not releasing even single fund other than for one index isn\’t going to move investors into fund house.
Hi, Zerodha has been the best in terms of charges, convenience, portability, speed and innovation when it started. I shifted myself from ICICI Direct to zerodha. Because i did not want the unnecessary advice for stock picking for profit by giving more charges to that platform. Instead i wanted the simple broker only service with minimum charges. Today\’s in the technology era every investor is smart enough to take their decisions and also they can bear there losses too. I hope Zerodha will continue it\’s position with the same pace and trust of inventor\’s and traders.
I think the world is changing very rapidly. Now to starting a business is not to big deal, instead to maintain it\’s position. Even a very little blur on the focus can result the example like Paytm, Byju\’s and WazirX. These all were the leader\’s someday on their field. Today\’s the effort like Groww or Kotak is doing really appreciable. But initially they were too far behind then us. I am sure many investors don\’t want to switch from Zerodha to anywhere else like me. But please keep on the innovation and affordability for the small investor like me.
Let i give a small tip to coming future to stock broking industry. Now the generative AI has been the past news. Now the AI Automation or Agentic AI is current demanding topic in almost every industry. I think our Zerodha should work more with pace to automation trading with no or low cost. Even some of the new comers have already started, but they are not so trusted. That\’s by only they are not gaining so much attention of the mob. But, as the such feature targeted by the above appreciated guys. They can gain the flood of retain and new users.
Thank You.
That\’s the difference between the Service Broker and the Discount Broker. Zerodha is timely innovating their platform to its subscribers. I have been keenly watching and understanding the new features that are deployed time to time.
I miss this platform supporting buying or unlisted share. please check the possibility of adding the same.
I am not sure if this platform already have tool or option to find not performing shared or MF from individuals portfolio.
Currently Igo through respecting share one by one and check annual return
Hi Ashok, you cannot buy unlisted securities through Zerodha. However, if the securities are available in the depository, they can be held electronically in the demat account. More here – https://support.zerodha.com/category/your-zerodha-account/transfer-of-shares-and-conversion-of-shares/cdsl-easi-easiest/articles/unlisted-shares
Please add more of Shariah based ETF of stocks and metals. This will help us all lot to invest in Ethical way.
Shariaf based ….. r u kidding …… stock market is the only asset in the world, probably in universe, which is truely free of any affection/pressure/dominance or any kind of provocation from anything or anyone….. it has its own way of system that operates in unique and unbiased way.
educate yourself first about shariah meaning.
Please start an agressive hybrid fund of fund using passive.
Add XIRR based sorting for all my funds, so I can track relative performance. Thanks.
Can you pls add more input options to filter the funds. Currently we cant find Perf > 25 CAGR as 25 is the max we can use.
Can you pls add more columns to search results with sortable columns based on AUM / CAGR / Sector
Can you pls allow the Watchlist funds to move Up or down to Group Them based on Category or whatever the way we want to arrange the list
Please start a nifty midcap 150 momentum 50 index fund
Zerodha Nifty 100 ETF this etf are sip system he kya
Can you please add MTF and non MTF switches ?
We simply require more ETFs that are pledgeable for trading purposes.
when we buy mutual fund units for Rs.1000/- Coin shows a value of Rs.999.90/- This makes difference in P&L.
Investors always looks for actual P&L. They don\’t bother about NAV decimal places, profit or loss in a few mutual fund units etc. But they looks for overall P&L at any point of time because this is a serious long term business.
Now i make separate Excel sheet file to know my correct P&L at any point of time by giving formula. This Excel sheet has to be updated on a regular basis manually when i invest & redeem mutual funds. This is little difficult for me, as i want to keep a separate book to know my real P&L. So what is the need of Coin ? Therefore i request you to make a separate tab in Coin & Console, displaying the \”movement of funds\” (pay-in & pay-out amounts) from our bank a/c, when we buy & sell mutual funds by selecting from & to dates. It should display the actual overall P&L till now, by calculating the difference between Pay-in & Pay-out of funds to our bank a/c + Current value of our mutual fund holdings. Then only we can evaluate our trading & investment business properly.
If we simply look to P&L report in Console, apart from realised & unrealised profit/ loss, there were other charges like brokerage, taxes etc. displayed & is difficult to find out the overall correct P&L from the very beginning to till this date. So please show \”overall profit & loss\” based on the movement of funds from our bank a/c, rather than the difference of individual buy & sale of mutual funds.
I agree with NK
Completely agree
Kindly include a section to import & analyse all \”external\” mutual funds (with other AMCs) as well so as to see & manage the whole portfolio in single window. Thanks.
Hi Digvijay, this is on our list of things to do. Thanks for your feedback.
1. In Mutual Fund Watchlist, we need a feature to alphabetically define and also 1,2,3, 5 year performance. This we should be able to download for our future use.
2. Please try to see what other sites are offering. This will give you much more information. Try to enhance Similar Watchlist as Moneycontrol site.
3. We need facilities for creating more than One Watchlist for Mutual funds.
Happy With Zerodha. Excellent Support.
Investing and trading made easy at Zerodha
Zerodha etf expense is one of the highest amongst other similar etf. Is there a plan to review the same?
Hey Shweta. The expense ratio goes down with scale. As the fund grows, the expense ratio will automatically go down.
Please launch a dividend paying ETF which only inclued REITS & INVITS stocks.
There is no such ETF in market currently. I am individually investing into REITs and INVITs for regular passive income.
But a REIT ETF with diversification in all REITS as per their market cap would make job of investers like me so much easier and worthy.
US has such REIT dividend ETFs but India doesn\’t. Please be the first fund house to launch such real estate ETF with quarterly dividend payouts to investors. 🙏
Can you add index fund linked to nse factor indices
Zerodha interface is very complex and you have add each sahare in wishlist which is annoying I have seen groww and other apps which were simpler and give more information even ind money has good interface zerodha looks like the coder enviornment
Zerodha , desktop screen is the best . Kindly dont change it . The screen is very user friendly .
Launch a small cap fund for aggressive invester
Please provide an option to import excel data to our watchlists. At present we have to choose and add each stock one by one.
Wish to invest a good amount in Mutual funds but only after discussion in person one to one in detail. You can message me on whatsapp No.9869479959. With your name and whatsapp number. Pl don\’t call me as I am hard of hearing. Awaiting reply soon. Thanks.
how much return is of LIQUIDCASE ? QOQ AND Y&Y
how much return is of LIQUIDCASE ?
when we are watching our watch list, we should have high and low of the particular stock…..
Option Chain,
The earlier Option Chain was opening directly on chart was way better than that of new way.
Kindly fall back to old option, where option chart was opening in small window without disturbing Charts and settings.
Currently all my charts are getting wiped out and open the option chart of specific stock, which is very pathetic.
Please help.
I want advice related to some physical shares held by me in the joint names of myself, my late wife, my elder son, my younger son now NRE and my married daughter with changes surname.
I have my demat account with Zerodha, my elder son also has demat account with Zerodha. We both have our PAN and AADHAR.
I am not sure, my daughter also might be having a demat account. She has her PAN and AADHAR
My younger son does not have a demat account account in India. But he has PAN in his nameand an NRO account here. He is also ekyc with UTIMF and a few UTI MF units in his name purchased by me long long ago when he was in school.
Kindly advise.
Sir please make an update to open option chain directly on chart ……waiting for that update ……thanks and love from traders
Please shere the details that how can reach for investment
Ok
Since you mentioned \”building thoughtfully\”, I would like to share an idea(may be it\’s not a new one)
I started my investing journey in 2019 and Zerodha became the first platform I started with. As time passed I started trying new investing strategies, often these strategies require same scrip to be bought, at times it become difficult to manage different strategies under one account and hence felt a need to open another account with a different broker. Now I have accounts with three brokers.
Zerodha being the best, I was thinking, how beautiful it would be if one can manage multiple investing strategies and see P/L of each separately as like a child account under one parent account.
This way one will not have to open multiple accounts for trying different investing strategies.
Of course, there will be lot of challenges implementing this, but I think Zerodha can do it sooner or later
Yes we are ready to invest in
Best platform of quick buy/sale of equity with minimum charge. Thanks Zerodha 🌹👏
Good initative for small investors
Best platform of quick buy/sale of equity with minimum charge. Thanks Zerodha 🌹👏
To talk to a customer service executive is little difficult task.
Customer service executive services are simply SUPURB.
I like
Quick and fast your service, good, Thankyou
Compair to other broker zerodha is better
How to invest in your epf
I am 83 with half a dozen diseases n hence feel handicapped yet trying my best to go forward.
please feel free to advise / guide if you can without compromising your principles.
with respectful regards.
Jagdish Jha.
Zerodha Team to our surprise N number of people have asked questions and commented on the post. But there is no one to respond responsibly… very sad
Kya paise dalne ke baad fr nikal ne ke baad 0 ammount re jata h to fine charge lagenge humhare?
all ready h but pasword bhul gyi hu
Latest Warren…?
Zerodha has done best value for investors. Thank you so much
Hi Vishal , Both Top100case and mid150case are still unavailable for pledging and margin accumulation. Whereas goldcase and liquidcase can be pledged . Could these ETF be enabled for pledging ?
Please send details how to invest and past performance
How much roi in savings nd in Mutual fund or fd
Most of the time Zerodha sticks to their own conviction ignoring the customer views or experience.
Other than that it is going good.
Dear Zerodha team, kindly add benchmark for each mutual funds and individual performance that how much our fund beaten the benchmark. Which boost our confidence and also help us to be cautious in future while investing in new funds.
Hi
Pls let me know how to invest in Zerodha funds.
Pls share details.
Regards
Prakash Das
I m also need the same. Toll free numbers not guven a proper guide.
WhatsApp 8879844522
Mera ek dost tha Jo mera name or number or email address change kar diya tha us
Please launch AI and Energy related ETF
We are interested
The fact that zerodha takes the time to actually be transparent about the things they\’re doing, makes them the only trustworthy institution for investment, and my go to now.
P.S. I do have one gripe with coin though. Why can we not have SoA based MFs on coin? Why? Just why?
Dear Sir . It’s a wonderful initiative and looking forward to having more information from your desk. Thanks.
No thanks
What\’s the expense ratio?
Wo sab to thik hai but passive fund jab dusre AMC 0.10 % and kuch cases main to 0.5% m bhi de rahe hai. To app log itna mehenga kyoun?
Excellent service
Please make a video on the above subject and upload on youtube , shall be much better to understand.
Nice
from where we can pull the details of all ETF?
Very hard to add fund from out of country
Sir u can have registered sim of India and google pay as well it\’s easily get credited
\”investing via WhatsApp\” How does this work?
How to use
Nise
Return my money
Very good ,
kya aap bhartiya bhasha hindi mein bhi jankari dene ki mansha rakhte hain.
It\’s fit for nothing reduce brokarage charges and save retail investors
How to invest in your index & how long
Kya aap bhasha jaise angreji sikhne ka prayas karsakte hai? Ya saari umar gavar rehke hi jivan vyatit karna chahte hai.
what is the Reurn on Investment
Launch a small cap index fund also
Can Zero dare to release MF based on BSE SME IPO ???
I WOUD BE INTERESTED I INVESTING
what is ROI?
return on investment
Return on Investment
Return On Investment
Good platform
Quick sale/purchase of equity etc.
Minimum charges