As the new financial year begins, I want to reflect on what we have built for our investors.
We now manage approximately ₹15,000 crore across 17 funds, with 10 of those surpassing ₹100 crore in AUM.
Today, more than 11.5 lakh investors trust us with their capital.
I recently posted an article on Z-Connect detailing our journey so far and what’s next. You can read it here:
Feel free to ask me anything!
I’d appreciate it if you could share a rough estimate of what percentage of the client base contributes to 80% of the total AUM of the AMC, assuming this information isn’t confidential.
I was curious to know if generally popular statistical distribution estimates for wealth and equity participation are also present in AMCs.
Thank you.
Any steps for NPS license to launch own funds ?
Yes, this is in pipeline. Rgds
Hi.
We need non banking sector related fund for Muslim.
We not like to invest income from interest basis sector
I respect your beliefs, but then doesn’t FD or savings account accrue interest? Just curious, pl don’t be offended.
I don’t think they use FDs or banks either.
Please improve the Zerodha Fund House app,v it’s too basic. I am not expecting some big bang features here but make it a bit usable…
Hey Amit, just to clarify that Zerodha Fund House does not have any app as of now. We have a whatsapp journey which is quite seamless and smooth, do try that out. Thanks
Hey Abdul, thanks for your feedback. However, no immediate plans as of now to launch Shariah based products. Few other AMCs do have some products. You could definitely consider SHARIAHBEES from Nippon. Regards
Any plans to launch smallcap, midcap, largecap, multicap, flexicap and contra funds from zerodha fund house?
5 year cagr of 4% - mainly because its super-heavy on IT co…
I know. I am talking about app shortcut you provide that redirects to WhatsApp chat. I have already tried it out multiple times and it works but then it should be part of the app or at least integrate it under Coin under a new dedicated soa section. Hope i am clear
Hey Amit, will check this with the team and revert. Thanks
Hey Vinodh, we do not plan to launch any active schemes in the said categories. On the ETF side we have NIFTYCASE & TOP100CASE both largecap, MID150CASE for midcaps and SML100CASE for smallcaps. On the Index Fund side we have combos such as the LargeMidcap 250 Index Fund & the recently launched MidSmallcap400 Index Fund. Rgds
Hi @VishalJain
Kudos to you and the team for achieving this milestone! I have been investing in the LM250 fund since its launch.
In the blog post you mentioned about goal based investing, I assume this will be through the newly announced life cycle funds. Could you share more on how you are thinking about this category or any tentative timelines.
This is definitely a must have product for the Indian markets. The regulations have outlined the overall asset allocations that are allowed and as we come closer to launch will be in a better position to comment on that. We want to have this product up and running in Q1 of this FY hopefully.
Hey Vishal,
On that note, any plans to get into SIFs?
Hey Ritikesh, no immediate plans as of now. Rgds