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Zerodha Fund House is now Zerodha CASE Funds

Zerodha Fund House is now Zerodha CASE Funds

In 2023, Zerodha and CASE Platforms (formerly smallcase) came together to set up Zerodha Fund House, a new-age Asset Management Company with a vision to bring the benefits of simple investing to every investor.

We started with a strong belief that simple products can be instrumental in enabling more people to access the capital markets. Hence, we focused on launching simple mutual funds and ETFs to form the core building blocks of every portfolio. Over time, we expanded our offerings to launch more solutions to help people achieve their financial goals.

Our unique approach of having index-based products and going direct to investors has enabled us to reach an investor base of more than 12 lakh individuals, with more than 65% coming from beyond the top 30 cities.

As we embark on the next chapter in our journey, I am happy to announce that CASE has joined Zerodha as a co-sponsor, strengthening our shared commitment to keep investing simple, transparent and accessible.

CASE brings deep expertise in building investment products, and a close view of how investors access these products. Both of these have shaped a lot of what we have built here.

With this, we now have a new name: Zerodha CASE Funds. We have also updated all the fund names to reflect this change. While the brand and scheme names are updated, everything else stays the same: our philosophy, your units, your folio and your SIPs. Three years in, I’m as excited about what’s ahead as I was on that first day. We have a solid foundation in place that sets us up well for the next chapter. There is a lot more to build, and we look forward to doing it with you.

Cheers!

P.S. I now have a new email ID. For any suggestions or questions, feel free to drop an email to vishal.jain@zerodhacasefunds.com.

Vishal Jain
CEO, Zerodha CASE Funds

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Zerodha CASE Mutual Fund
MF/080/23/06

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