Zerodha Mutual Fund

About Zerodha Mutual Fund

Zerodha Mutual Fund, a subsidiary of Zerodha Broking Limited, entered the investment world on August 11, 2023, and has since established itself as a trustworthy option for investors. The mutual fund was incorporated on December 20, 2021, and is led by Mr. Vishal Jain, who is dedicated to providing a productive investment experience​​. Zerodha Fund House offers straightforward and transparent funds tailored to investors' goals and objectives, emphasising passive investment strategies. They have made their funds available across major digital platforms like Angel One.As of March 6, 2024, Zerdoha Mutual Fund, which has an AUM of ₹597.24 crore, offers 2 fund schemes, and 2 ETFs. The fund house includes index funds, liquid ETFs, and a Gold ETF, explicitly highlighting their Nifty LargeMidcap 250 Index Funds, which aim to expose India's top 250 companies across diverse sectors​​. A notable feature of Zerodha's offering is its low expense ratios, making these funds attractive for cost-conscious investors. For instance, the Zerodha Nifty LargeMidcap 250 Index Fund has an expense ratio of 0.25%, with a minimum investment requirement of ₹100​​. Additionally, Zerodha's mutual funds are designed for direct investment, meaning they do not involve transaction charges from any platform, though they incur government-regulated stamp duties​​. The fund house has committed to expanding its portfolio with more passive products that are easy to understand, aiming to play specific roles in investors' portfolios both in fund and ETF formats​​.

Zerodha Mutual Fund Key Information

Investing in the Zerodha Mutual Fund is hassle-free through your Angel One account. You just have to follow these steps: 

Step 1: Log in to your Angel One account using your registered mobile number. Validate the OTP and finally enter your MPIN. 

Note: If you do not have a Demat account with Angel One, you can open one in a few minutes by fulfilling the KYC procedure and submitting the necessary documents. 

Step 2: Determine the most-suited fund based on your needs and risk profile. You can evaluate each fund under the mutual fund section on the Angel One app. Things to consider at this stage are:

1. Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
2. Analyse the fund’s past performance, tax incidence, constituent sectors and stocks.
3. Calculate the potential returns using the calculator.
4. Evaluate the fund’s level of risk and weigh it against your risk tolerance.
5. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
6. Consider the fund’s expense ratio to get an idea about the cost of investing in it.

Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in. At this stage, consider the following:

1. Decide whether you want to invest in a lump sum or via monthly SIP
2. Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking
3. After placing the order, in the case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.

Documents Required To Invest in Zerodha Mutual Fund

Investing in Zerodha Mutual Funds through Angel One is a seamless, fully digital process, eliminating any hassles from your investment journey. To initiate the KYC process, you'll need to provide the following crucial documents:

1. PAN Card Details (Mandatory)
2. Personal Information, including your Full Name, Mobile Number, and Email Address.
3. Address Proof – An Aadhar Card is recommended, and both its front and back sides are necessary.
4. Bank Account Details, along with a cancelled cheque, if required.
5. Nominee details and FATCA Declarations

Angel One simplifies the KYC verification, providing swift and efficient access to Zerodha Mutual Funds, whether you're a new or returning investor. Our user-friendly platform makes your financial goals easily achievable. Your KYC process will be completed in just 48-72 business hours, allowing you to embark on your mutual fund journey promptly.

Top Zerodha Mutual Funds to Invest

Note: The data above is as of Feb 13, 2026, and is sorted and ranked as per the 3yr CAGR.

Bandhan Small Cap Fund

The investment objective of Bandhan Small Cap Fund is to generate long-term capital appreciation by investing predominantly in equity and equity-related securities of small-cap companies with strong growth potential. The scheme falls under the Small Cap Fund category. The fund is managed by Manish Gunwani and Kirthi Jain.

Bandhan Transportation and Logistics Fund

The investment objective of Bandhan Transportation and Logistics Fund is to achieve long-term capital growth by investing primarily in companies operating in transportation, logistics, and allied sectors. The scheme belongs to the Thematic Fund category. The fund is managed by Daylynn Pinto and Harshal Joshi.

Bandhan US Specific Equity Active FOF

The investment objective of Bandhan US Specific Equity Active FOF is to provide capital appreciation by investing mainly in overseas mutual funds or ETFs focused on US equity markets. The scheme is categorised as an Overseas Fund of Funds. The fund is managed by Ritika Behera and Gaurav Satra.

Bandhan Infrastructure Fund

The investment objective of Bandhan Infrastructure Fund is to generate long-term capital appreciation by investing in companies engaged in infrastructure and related sectors. The scheme falls under the Sectoral Fund – Infrastructure category. The fund is managed by Vishal Biraia.

Bandhan Large & Mid Cap Fund

The investment objective of Bandhan Large & Mid Cap Fund is to achieve long-term capital appreciation by investing in a mix of large-cap and mid-cap companies. The scheme belongs to the Large & Mid Cap Fund category. The fund is managed by Manish Gunwani and Rahul Agarwal.

Bandhan Midcap Fund

The investment objective of Bandhan Midcap Fund is to generate capital appreciation by investing primarily in mid-sized companies with strong growth prospects. The scheme is categorised as a Mid Cap Fund. The fund is managed by Ritu Modi and Harshal Joshi.

Bandhan Focused Fund

The investment objective of Bandhan Focused Fund is to create long-term wealth through investments in a concentrated portfolio of selected equity and equity-related securities. The scheme falls under the Focused Equity Fund category. The fund is managed by Manish Gunwani, Kirthi Jain and Rahul Agarwal.

Bandhan Nifty200 Momentum 30 Index Fund

The investment objective of Bandhan Nifty200 Momentum 30 Index Fund is to replicate the performance of the Nifty200 Momentum 30 Index by investing in its constituent stocks, subject to tracking error. The scheme is categorised as an Index Fund. The fund is managed by Abhishek Jain.

Bandhan Large Cap Fund

The investment objective of Bandhan Large Cap Fund is to generate long-term capital growth by investing predominantly in large-cap companies with relatively stable performance outlooks. The scheme belongs to the Large Cap Fund category. The fund is managed by Manish Gunwani and Prateek Poddar.

Bandhan Multi Cap Fund

The investment objective of Bandhan Multi Cap Fund is to provide long-term capital appreciation by investing across large-cap, mid-cap, and small-cap companies to achieve diversified growth. The scheme falls under the Multi Cap Fund category. The fund is managed by Daylynn Pinto and Harshal Joshi.