Zerodha Mutual Fund

Zerodha Mutual Fund is an asset management company that was launched by one of India's well-known brokers, Zerodha, in collaboration with smallcase. It officially started operating in August 2023 with a distinct focus on passive investment products, specifically index funds and exchange-traded funds (ETFs).

The fund house caters to a digital-first audience, with a specific mission to democratize access for investors across India, including Tier 2 and Tier 3 cities. Operating on a direct-to-investor model, it eliminates third-party commissions. It keeps expense ratios minimal, making it an accessible and automated choice for those looking to build long-term wealth through simple, goal-oriented asset allocation.

Here are some of the key advantages you can gain by selecting Zerodha Mutual Fund for your investments:

1. Cost Efficiency: A focus on passive index funds and ETFs helps maintain relatively low expense ratios, which can enhance long-term returns through compounding.
2. Transparency: The direct-to-investor model removes commission-based intermediaries, ensuring clear visibility into holdings that closely track benchmark indices.
3. Disciplined Investing: By following a rule-based, passive strategy, these funds eliminate manager bias and reduce the risks associated with active stock selection.
4. Digital Accessibility: A technology-first platform enables seamless onboarding, transactions, and tracking, with the flexibility to start investing with small amounts.
5. Simplified Diversification: Offerings such as multi-asset passive funds help investors achieve diversification across asset classes within a single structure.

Planning to invest in the Zerodha Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:

1. Register or Log In

   : Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.

2. Complete Your KYC

   : Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.

3. Explore Zerodha Mutual Fund

   : Browse available Zerodha Mutual Funds and shortlist those that align with your investment goals.

4. Choose Your Investment Mode

   : Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.

5. Monitor & Watch Your Investments Anytime

   : Invested in Zerodha Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.

Investing in the Zerodha Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:

The following set of documents is required to invest in a mutual fund:

• PAN Card - Mandatory for all investment transactions.
• Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
• KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).