5 min read
Adding CASE Platforms as a co-sponsor to Zerodha Mutual Fund
I am excited to share that we have received the regulator's approval to add CASE Platforms as a co-sponsor to Zerodha Mutual Fund.
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Zerodha CASE Nifty LargeMidcap 250 Index Fund
No Lock In
Low Investment Amount
Returns
Returns
11.89%
AUM
AUM
₹1,664Cr
Min. Amount
Minimum Amount
₹100
Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
3 Years Lock In
Tax Saving
Returns
Returns
11.98%
AUM
AUM
₹291Cr
Min. Amount
Minimum Amount
₹500
Zerodha CASE Nifty LargeMidcap 250 Index Fund
No Lock In
Low Investment Amount
Returns
11.89%
AUM
₹1,664Cr
Min. Amount
₹100
Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
3 Years Lock In
Tax Saving
Returns
11.98%
AUM
₹291Cr
Min. Amount
₹500
Zerodha CASE Nifty LargeMidcap 250 Index Fund
No Lock In
Low Investment Amount
Returns
Returns
11.89%
AUM
AUM
₹1,664Cr
Min. Amount
Minimum Amount
₹100
Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
3 Years Lock In
Tax Saving
Returns
Returns
11.98%
AUM
AUM
₹291Cr
Min. Amount
Minimum Amount
₹500
Zerodha CASE Nifty LargeMidcap 250 Index Fund
No Lock In
Low Investment Amount
Returns
11.89%
AUM
₹1,664Cr
Min. Amount
₹100
Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
3 Years Lock In
Tax Saving
Returns
11.98%
AUM
₹291Cr
Min. Amount
₹500
Zerodha CASE Nifty LargeMidcap 250 Index Fund
No Lock In
Low Investment Amount
Returns
Returns
11.89%
AUM
AUM
₹1,664Cr
Min. Amount
Minimum Amount
₹100
Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
3 Years Lock In
Tax Saving
Returns
Returns
11.98%
AUM
AUM
₹291Cr
Min. Amount
Minimum Amount
₹500
Zerodha CASE Nifty LargeMidcap 250 Index Fund
No Lock In
Low Investment Amount
Returns
11.89%
AUM
₹1,664Cr
Min. Amount
₹100
Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
3 Years Lock In
Tax Saving
Returns
11.98%
AUM
₹291Cr
Min. Amount
₹500
Zerodha CASE Nifty LargeMidcap 250 Index Fund
No Lock In
Low Investment Amount
Returns
Returns
11.89%
AUM
AUM
₹1,664Cr
Min. Amount
Minimum Amount
₹100
Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
3 Years Lock In
Tax Saving
Returns
Returns
11.98%
AUM
AUM
₹291Cr
Min. Amount
Minimum Amount
₹500
Zerodha CASE Nifty LargeMidcap 250 Index Fund
No Lock In
Low Investment Amount
Returns
11.89%
AUM
₹1,664Cr
Min. Amount
₹100
Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
3 Years Lock In
Tax Saving
Returns
11.98%
AUM
₹291Cr
Min. Amount
₹500
Zerodha CASE Nifty LargeMidcap 250 Index Fund
No Lock In
Low Investment Amount
Returns
11.89%
AUM
₹1,664Cr
Minimum Amount
₹100
Zerodha CASE ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
3 Years Lock In
Tax Saving
Returns
11.98%
AUM
₹291Cr
Minimum Amount
₹500
Re-imagining Mutual Funds for Indian Markets
19,000 Cr +
Total Asset Under Management (AUM)
12 Lakhs +
Investors across all Funds
16k +
Pincodes with active Investors
Focus on passive
An index fund specialist
Our funds are bought, not sold
No agents, only direct plans
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Backed by brands you know & trust
Zerodha & smallcase
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Invest for Your Child,
In Their Name
Higher education, a startup, or a year abroad.
Whatever they choose, they will have a head start.
Built With a
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Invest for Your Child,
In Their Name
Higher education, a startup, or a year abroad.
Whatever they choose, they will have a head start.
Built With a
Digital First Approach
Just send Hello & start investing
Frequently Asked Questions
Zerodha CASE Funds are listed on all major digital platforms including platforms like: Coin by Zerodha, smallcase, 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@zerodhacasefunds.com for any further help in investing.
Zerodha CASE Funds offers a range of mutual funds and ETFs for investors. Browse from our range of funds designed for every investment objectives. View all funds
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 CASE Funds will not have any Lockin period except the ELSS Tax Saver Fund where to provide the tax benefits under Section 80C, the three-year lock-in period is mandatory
Zerodha CASE Funds will only have Direct Plans so there are no transaction charges associated with investment in Zerodha CASE 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)
Zerodha CASE Funds is committed to create passive products that are simple and easy to understand for the investors. We will be launching more funds that are designed to play a specific role in your portfolio both in fund and ETF formats. #EraOfPassive