Zerodha Fund House

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Zerodha Asset Management Private Limited

Zerodha Asset Management Private Limited is India’s only AMC (Asset Management Company) focused exclusively on building passive investment products. Backed by Zerodha Broking Ltd and smallcase Technologies Pvt Ltd, it creates index funds and ETFs designed to be simple and transparent. It adopts a technology-first approach to develop funds that cater to the needs of Indian investors

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Years of experience

SEBI Registered

MF/080/23/06

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All your questions answered

Frequently asked questions

What are the products offered?

Zerodha Asset Management Private Limited offers passive mutual funds, including index funds and ETFs.

What is their investment philosophy?

Zerodha Asset Management Private Limited employs a disciplined passive investment strategy focused on index-based investing. The firm aims to provide transparent investment solutions that track broad market indices.

What is a smallcase ?

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.