Index Funds - A detailed report by Zerodha Fund House
The total number of retail Index Fund folios has grown by around 12X in less than 4 years. Investors may be choosing Index Funds for their numerous benefits such as Broad Market Exposure,
Simple and Transparent funds for your goals and objectives #EraOfPassive
Browse from our range of funds designed for every investment objectives
Total Asset Under Management (AUM)
Investors across all Funds
Pincodes with active Investors
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Zerodha Fund House funds are listed on all major digital platforms including platforms like: Coin, Groww, Kuvera, Paytm Money, IND Money, CAMS Online, MFU, MFC. Investors can invest directly from any of these platforms.
Investors may also reach out to the investor support email support@zerodhafundhouse.com for any further help in investing.
Zerodha Fund House has launched two Index funds and four ETFs.
Just like a mutual fund, an exchange-traded fund (ETF) is a pooled investment vehicle that holds a basket of securities like stocks, bonds, and commodities and trades on the stock exchanges. You can buy and sell an ETF anytime, just like a stock.
Like a mutual fund, it collects money from a variety of investors, appoints management, and calculates its Net Asset Value. An index is the most common target for ETFs. They invest in securities that make up the index in a way that mimics its results.
Read more about ETFs .
Zerodha Fund House funds will only have Direct Plans so there are no transaction charges associated with investment in Zerodha Fund House funds from any platform.
Expense Ratio For managing the fund, AMC will charge an expense ratio which will vary for each fund. These expenses include but are not limited to fees charged by the AMC, Registrar and Transfer Agent's fee, Custodian fee, etc. Investor's return on investments shall be post deducting the applicable expenses.
Stamp Duty As per the government regulations in the Finance Act, 2019 - Stamp Duty will be levied @0.005% on the value of units purchased. The stamp duty will be deducted from the net investment amount.
For instance: If the transaction amount is ₹1,00,000 /-, the stamp duty of ₹5 will be deducted If the applicable Net Asset Value (NAV) is ₹10 per unit, then units allotted will be calculated as follows: (Transaction Amount - Stamp Duty)/ Applicable NAV = 9,999.50 units)