Zerodha Fund House
Overview
Zerodha Fund House, an asset management company, is a prominent player in India's mutual fund market primarily focuses on passive investment strategies. Founded in 2023 in Bengaluru, India, it aims to make investing accessible through technology and transparency. Over the years, Zerodha Fund House has grown significantly, boasting an impressive assets under management (AUM) exceeding ₹8,000 crores. Key figures in the leadership of Zerodha Fund House include Nithin Kamath, co-founder of Zerodha, and Vishal Jain, CEO of Zerodha Fund House.
Recent Developments
-
September 2025: Zerodha Fund House announced it surpassed the ₹8,000 crore mark in AUM, highlighting the substantial growth achieved in under two years of operations. This growth primarily comes from individual investors due to its direct-to-consumer model, which eliminates intermediaries, thus reducing costs for investors.
- The fund house continues to expand its offerings, recently launching two new schemes: Zerodha Nifty 50 ETF and Zerodha Nifty 50 Index Fund. These funds are open-ended schemes that replicate the Nifty 50 Index, offering investors a low-cost avenue to invest in large, liquid companies in India.
-
May 2025: Introducing innovative solutions, they launched India's first liquid ETF, LIQUIDCASE, addressing the gap in the liquid ETF market with a growth-NAV based model unlike other dividend-paying ETFs.
-
February 2025: They introduced investments via WhatsApp, aiming to make financial services even more accessible. This allows investors to transact funds directly through the messaging app, showcasing their commitment to integrating technology into investment practices.
-
January 2025: Zerodha Fund House reported a record AUM of approximately ₹4,287 crores, showcasing a rapid increase from ₹1,000 crores in March 2024, demonstrating outstanding growth in a relatively short time scale.
Company Information
| Attribute | Information |
|---|---|
| Founding Date | 2023 |
| Headquarters | Bengaluru, India |
| Founders | Nithin Kamath |
| Revenue | Not publicly disclosed |
| Profits | Not publicly disclosed |
| Key Investors | Not applicable |
| Industry | Asset Management |
| Number of Employees | Not publicly disclosed |
Early History
Zerodha Fund House was founded in 2023 with the primary idea of democratizing investment opportunities by leveraging technology. It was built on the premise of offering passive investment vehicles, such as index funds and exchange-traded funds (ETFs), to capture the attention of retail investors in India. The fund house emerged in a market dominated by actively managed funds, bringing a fresh perspective on passive investment strategies designed to minimize costs and track market indices effectively.
Company Profile and Achievements
Zerodha Fund House operates on a model aiming for transparency and simplicity. Its primary focus is on developing passive products like index funds and ETFs. Their products are constructed to be simple, standing on the core philosophy that individual investors should have access to straightforward, low-cost investment solutions.
- Key Achievements:
- As of May 2025, Zerodha Fund House offers a variety of products, including equity index funds, debt funds, and thematic ETFs, each designed to track a designated index, thus promoting passive investing.
- The company has managed to serve over 700,000 investors across more than 16,000 pin codes, proving their extensive reach and growing influence.
- Achieved multiple milestones in terms of AUM, moving from ₹1,000 crores in March 2024 to over ₹8,000 crores by September 2025.
Current Operations and Market Position
Currently, Zerodha Fund House plays a pivotal role in propagating passive investment in India. Operating on a direct-to-consumer model, it offers funds devoid of intermediaries, emphasizing cost-effectiveness and accessibility. The fund house positions itself against a backdrop of growing competition in the mutual fund sector by promoting low-cost investment avenues through its direct-to-market approach.
Conclusion
Zerodha Fund House has not only established itself as a key player in India’s asset management industry but has also done so by leading with innovation and technology. With a robust growth trajectory, Zerodha Fund House is well-positioned to capitalize on the increasing trend of passive investing in India. Its steadfast approach to keeping costs low and products simple ensures a promising future, where it can continue to extend its reach and influence, potentially leading to more diversified offerings and continued growth in AUM.