Zerodha Mutual Fund: AUM, Schemes & Passive Fund Details
Zerodha Mutual Fund, built around passive index funds and ETFs, manages ₹17,097.91 crore across 15 schemes. See its details and fund data.
Zerodha Mutual Fund is run by Zerodha Asset Management Private Limited (ZAMPL), established in 2021 with its registered office in Bangalore. It manages ₹17,097.91 crore across 15 schemes and focuses exclusively on passive investment products. This guide covers its approach, key details and the fund with data available here.
Key takeaways
- Zerodha Mutual Fund manages ₹17,097.91 crore across 15 schemes and was incorporated on 20 December 2021.
- It is exclusively focused on passive products, mainly index funds and ETFs built to be simple and transparent.
- It takes a technology-first approach to building funds for every type of investor.
- Vishal Jain is Chief Executive Officer, and Zerodha Trustee Private Limited is the trustee.
- Only one of its funds, the Zerodha Multi Asset Passive FoF, has data available in this comparison.
What is Zerodha Mutual Fund?
Zerodha Asset Management Private Limited, or ZAMPL, is a private limited Indian non-government company established in 2021, with its registered office in Bangalore, Karnataka. The company concentrates exclusively on passive investment products.
What is Zerodha Mutual Fund's approach?
Zerodha focuses on index funds and ETFs designed to be simple to invest in and transparent to all investors. It adopts a technology-first approach to develop funds that cater to every type of investor.
Zerodha Mutual Fund: key information
| Field | Detail |
|---|---|
| Total AUM | ₹17,097.91 crore |
| Number of schemes | 15 |
| AMC age | 4 years |
| Incorporation date | 20 December 2021 |
| Trustee organisation | Zerodha Trustee Private Limited |
| CEO | Vishal Jain(Chief Executive Officer) |
| Address | 153/154, 4th Cross, J.P Nagar 4th Phase, Opp. Clarence Public School, Bengaluru 560078 |
Top-ranked Zerodha Mutual Fund with available data
This is the fund house's top-ranked fund with available data, ranked by Invo Wealth's internal fund-quality score. The score itself is not shown, only the return and risk numbers behind it. A "--" means the fund has not completed that period or the data is unavailable.
Returns across 6 months to 5 years
Performance data as of 5 September 2026.
| Fund | Sub-category | 6M CAGR | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Zerodha Multi Asset Passive FoF | Fund of Funds (FoF) | 3.39% | 13.86% | -- | -- |
All funds listed are Direct Plan - Growth option. CAGR = compound annual growth rate.
Risk and consistency metrics
| Fund | ISIN | Mean 1Y rolling return | Volatility | Max drawdown (3Y) | Sortino ratio |
|---|---|---|---|---|---|
| Zerodha Multi Asset Passive FoF | INF0R8F01117 | 16.21% | 16.04% | -12.66% | 0.59 |
The Zerodha Multi Asset Passive FoF shows volatility of 16.04% and a max drawdown of -12.66%. It has no 3-year or 5-year data yet, so review its risk profile and time horizon before investing.
How to invest in Zerodha Mutual Fund
You can invest online through the fund house's website or a platform of your choice. Sign up on Invo Wealth, get complete portfolio insights and start investing in mutual funds that actually suit you.
Conclusion
Zerodha Mutual Fund is a passive-only fund house, established in 2021, with 15 schemes. Only one fund has data here, so compare its returns and risk with your goals before investing.
Frequently asked questions
How do I start an SIP in Zerodha Mutual Fund online?
You can start an SIP online through Invo Wealth, or through the fund house's website or any other online platform or mobile app. Choose a scheme, set the amount and begin.
How do I calculate a Zerodha Mutual Fund SIP?
An SIP calculation takes into account your investment amount, the SIP tenure, the number of instalments already paid and the expected interest rate.
How do I redeem a Zerodha Mutual Fund investment?
Offline, visit the nearest fund house office and submit a form. Online, sign in with your folio number on the official website, or redeem through any online portal where you invested.
Can I increase my Zerodha Mutual Fund SIP amount?
Yes, through a step-up or top-up SIP, which most fund houses now offer. Check with the fund house first and use a step-up calculator to decide the new amount.
How do I stop a Zerodha Mutual Fund SIP online?
Place a Cancel SIP request at any time. Log in to the fund house's website with your folio number, contact your agent, or use the platform where you invested.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This article is for education only and is not investment advice. Past performance does not guarantee future returns. Invo Wealth is an AMFI-registered mutual fund distributor (ARN-368528).