Zerodha Fund House @ZerodhaAMC Twitter profile

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Zerodha Fund House

@ZerodhaAMC

1 month

What is the most important factor you considered before making your last equity index fund investment?

Past Performance

41

Tracking Error

34

Expense Ratio

60

Others (Reply below)

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Zerodha Fund House

@ZerodhaAMC

11 months

The era of passive begins! We at Zerodha Fund House are on a journey to create simple & transparent mutuals funds for everyone. Taking our first step, we recently launched our first set of funds: 2 index funds that track the Nifty LargeMidcap 250 Index

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Zerodha Fund House

@ZerodhaAMC

8 months

500 Cr AUM, 1L Investors, 3 Months A heartfelt thanks to all the investors for the trust you have placed in us. Your support towards our goal of making investment products accessible to every Indian fuels our determination! #EraOfPassive

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Zerodha Fund House

@ZerodhaAMC

11 months

Understanding Nifty LargeMidcap 250 Index (the index of our new funds) : A thread

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Zerodha Fund House

@ZerodhaAMC

9 months

Introducing our first ETF: Zerodha Nifty 1D Rate Liquid ETF, India's first Liquid ETF with growth NAV

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Zerodha Fund House

@ZerodhaAMC

8 months

Ring the bell! Zerodha Nifty 1D Rate Liquid ETF (Symbol/ticker - LIQUIDCASE) just went live on the NSE & BSE exchange. It is India’s first liquid ETF which provides a Growth NAV. You can now invest in this ETF using your preferred stock broking app.

Zerodha Fund House

@ZerodhaAMC

9 months

Introducing our first ETF: Zerodha Nifty 1D Rate Liquid ETF, India's first Liquid ETF with growth NAV

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Zerodha Fund House

@ZerodhaAMC

5 months

The date you pick to do a SIP does not matter. You may choose a date and frequency that aligns with your cash flow and convenience. check out this blog for more details: Always remember, convenience is key. Consistency in your SIP is more important than

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Zerodha Fund House

@ZerodhaAMC

3 months

Over the past few years, Exchange Traded Funds (ETFs) have become a popular investment choice for many Indian investors as they provide investors with exposure to broad segments and sub-segments of Indian markets. Presenting a few key data points around ETF adoption in India.

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Zerodha Fund House

@ZerodhaAMC

4 months

The Power Duo of Indian Markets 🚀 We're thrilled to introduce ETFs on Nifty 100 and the Nifty Midcap 150 indices. These simple yet efficient ETFs offer targeted exposure while diversifying across major sectors of the economy. Let's dive in!

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Zerodha Fund House

@ZerodhaAMC

7 months

Bringing glitter to your portfolio - The Zerodha Gold ETF just went live (Ticker - GOLDCASE). A thread🧵

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Zerodha Fund House

@ZerodhaAMC

3 months

📊 Who Stores my Mutual Fund Units and How Do I Track The Units? Many investors often wonder where their mutual fund units are stored and how they can verify if their units and amounts are correctly credited/ debited. Here’s a quick guide to help you understand this process 🧵

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Zerodha Fund House

@ZerodhaAMC

7 months

ELSS Guide: What not to do when investing in ELSS: A thread🧵

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Zerodha Fund House

@ZerodhaAMC

2 months

Index Funds in Numbers The adoption of Index funds in India has been growing steadily over the past few years. Investors may be choosing Index Funds for their numerous benefits such as Broad Market Exposure, Diversification, and potential for long term growth. Here are a few

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Zerodha Fund House

@ZerodhaAMC

9 months

🖤

Ganesha

@shastryIN

9 months

My 'live below your means' and 'invest in FD' dad organically signed up for a demat account and bought his first fund* today 👏🏼 @zerodhaonline , @Nithin0dha & crew

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Zerodha Fund House

@ZerodhaAMC

6 months

In recent years, Systematic Investment Plan (SIP) contributions have shown a steady increase. Several factors could have contributed to this rise:

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Zerodha Fund House

@ZerodhaAMC

11 months

The index invests in the top 250 companies by market capitalisation across 20 sectors, allocating EQUALLY across Large-cap (Nifty 100 Index) and Mid-cap stocks (Nifty Midcap 150 Index) The allocation resets to the said proportion (1:1) every quarter

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Zerodha Fund House

@ZerodhaAMC

11 months

By design, the index diversifies across different market capitalisation under each sector. For example, in the financial sector, the index allocates 27.74%, with 16.82% going into large financial companies and 10.92% into relatively smaller ones

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Zerodha Fund House

@ZerodhaAMC

6 months

Gold has long been recognized as a time-tested asset class. As Gold has a low correlation with equity, it may help reduce the overall volatility in an investor’s portfolio, providing a stable path towards achieving their financial objectives. [1] But there are many factors that

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Zerodha Fund House

@ZerodhaAMC

11 months

You can read all about the schemes, associated risk and other disclaimers on our website . You can also get more details on SID, KIM & Fund Presentation of the respective schemes available on the website.

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Zerodha Fund House

@ZerodhaAMC

9 months

The NFO (available on Coin & CAMS) ends on 12th Jan and the ETF is expected to be listed on NSE & BSE by 24th Jan. Once listed, investors can start investing using their preferred stock brokers

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Zerodha Fund House

@ZerodhaAMC

9 months

This ETF provides Growth NAV (Net Asset Value) which means that the returns are reflected in its daily price movement instead of paying out daily dividends. This makes the ETF easier to track and relatively tax-efficient

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Zerodha Fund House

@ZerodhaAMC

11 months

Nifty LargeMidcap 250 Index combines 100 Largecaps (represented by Nifty 100 Index) and 150 Midcaps (represented by Nifty Midcap 150 Index) in equal propotion. It covers 250 stocks, diversified across 20 sectors and aligns well with the Indian Economy

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Zerodha Fund House

@ZerodhaAMC

11 months

Looking at the past 10 years, this index managed to outperform the large-cap index (Nifty 100) for 7 years. In fact, the same data also indicates that this index acts as a sweet spot between large-cap and mid-cap companies in terms of performance

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Zerodha Fund House

@ZerodhaAMC

9 months

Providing a combination of liquidity with relatively low risk, it invests in debt instruments which offers one day maturity that are considered to have relatively low interest and credit risk

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Zerodha Fund House

@ZerodhaAMC

3 months

It is interesting to see that the SIP Contribution and the total number of outstanding SIP accounts has been increasing year on year but the average amount per SIP account has not followed the same pattern.🧵

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Zerodha Fund House

@ZerodhaAMC

11 months

In short, the fund provides a simple & broad based approach to investing in the Indian equity markets. These funds might be suitable for investors who want to be a part of the India Growth story and have a longer term horizon in mind.

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Zerodha Fund House

@ZerodhaAMC

11 months

From a median rolling returns point of view, for a 10 year period, Nifty LargeMidcap 250 Index has a median rolling return of 13.7%. The same return for a 5 year period is 13.6%

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Zerodha Fund House

@ZerodhaAMC

11 months

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

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Zerodha Fund House

@ZerodhaAMC

9 months

You can read more about the ETF, associated risk and other disclaimers on our website . SID, KIM & Fund Presentation are also available on the website

Zerodha Nifty 1D Rate Liquid ETF | LIQUIDCASE Mutual Fund

A simple ETF for effectively parking & managing extra cash. This Zerodha Nifty 1D Rate Liquid ETF aims to provide liquidity with relatively low risk. Learn more

www.zerodhafundhouse.com

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Zerodha Fund House

@ZerodhaAMC

9 months

This ETF might be suitable for all investors - to park idle money, to manage cash, or for placing margin

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Zerodha Fund House

@ZerodhaAMC

9 months

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY

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Zerodha Fund House

@ZerodhaAMC

11 months

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

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Zerodha Fund House

@ZerodhaAMC

5 months

Are you facing issues while investing in mutual funds? The problem might be with your KYC

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Zerodha Fund House

@ZerodhaAMC

11 months

The first fund, Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund provides tax benefits under Section 80C of the Income-tax Act, 1961 and comes with a 3 year lock-in. The other fund, Zerodha Nifty LargeMidcap 250 Index Fund has no lock-in associated with it.

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Zerodha Fund House

@ZerodhaAMC

3 months

Why does it make sense to step up your Systematic Investment Plan(SIP) amount in line with your rising income level? A thread🧵

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Zerodha Fund House

@ZerodhaAMC

11 months

You can read all about the schemes, associated risk and other disclaimers on our website . SID, KIM & Fund Presentation of the respective schemes are also available on the website

Zerodha Fund House - Index funds for your portfolio

Index funds for your portfolio. Simple & transparent funds for your goals & objectives. #EraOfPassive

www.zerodhafundhouse.com

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Zerodha Fund House

@ZerodhaAMC

11 months

The NFO is open till 3rd of November and both the funds are available for investors to invest in through direct MF platforms like - Coin By Zerodha, Groww, Kuvera and others

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Zerodha Fund House

@ZerodhaAMC

3 months

There is a healthy trend of the total number of outstanding SIP accounts (total SIP accounts that are active) and also the SIP Contribution increasing year on year. This may denote the confidence of investors in adopting SIPs as an investment approach. The mutual fund industry

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Zerodha Fund House

@ZerodhaAMC

3 months

Number and AUM of Equity ETF schemes across Broad Based Indices

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Zerodha Fund House

@ZerodhaAMC

11 months

@MaruDhamdhere @Nithin0dha @smallcaseHQ The expense ratio for both the schemes are yet to be published. They will be published and updated on the website post 3rd of November (after the NFO closure). 1% is the maximum permissible expense ratio defined by the regulation, not the actual expense ratio of the schemes.

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Zerodha Fund House

@ZerodhaAMC

11 months

For further details on Nifty LargeMidcap 250 Index, you can read the document published by NSE Indices Limited: Source for Nifty LargeMidcap 250 Index data: NSE Indices. Data as on September 29, 2023

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Zerodha Fund House

@ZerodhaAMC

3 months

AUM of ETF schemes across different asset classes

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Zerodha Fund House

@ZerodhaAMC

3 months

Growth of retail investor folios in the ETF Schemes (Equity+Debt)

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Zerodha Fund House

@ZerodhaAMC

3 months

3️⃣ How to track your units? You can use the MF Central app and website for a consolidated view of your entire folio, as it syncs data from both RTAs (and even depositories). You can visit the websites of CDSL/NSDL for demat units and CAMS and KFin for SOA units. Asset Management

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Zerodha Fund House

@ZerodhaAMC

3 months

What percentage of your salary do you invest in Systematic Investment Plan (SIPs)?

0-15%

59

15-30%

35

30-45%

12

>45%

37

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Zerodha Fund House

@ZerodhaAMC

3 months

Contribution of ETFs to the Overall AUM of the Mutual Fund Industry

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Zerodha Fund House

@ZerodhaAMC

8 months

Availability of margin totally depends on the respective Broker. The scheme in any way does not guarantee or confirm the availability of margin.

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Zerodha Fund House

@ZerodhaAMC

3 months

Please find the relevant links below. Hope it helps :) Mutual fund investments are subject to market risks, read all scheme related documents carefully

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Zerodha Fund House

@ZerodhaAMC

3 months

As you can see below it turns out that average SIP amounts have been fairly uniform. This may be due to the fact that investors are creating new SIP accounts in the early days of their investment journey. For investors to fully reap the benefit of SIPs over a long period of time,

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Zerodha Fund House

@ZerodhaAMC

4 months

On the other hand, the Zerodha Nifty Midcap 150 ETF offers exposure to the next 150 mid-market capitalization companies, commonly referred to as mid-caps. These companies are positioned for growth and are generally looked at as the next set of market leaders of their respective

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Zerodha Fund House

@ZerodhaAMC

3 months

Trading Volume of all ETFs which is a measure of the market's activity and liquidity during a set period of time

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Zerodha Fund House

@ZerodhaAMC

11 months

@Vedant7Agarwal Hello! The Total Expense Ratio (TER) for the scheme will become available after the New Fund Offer (NFO) concludes. Following the NFO, you can visit our website for more detailed information on expense ratio.

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Zerodha Fund House

@ZerodhaAMC

11 months

@ccg33k @Nithin0dha @zerodhaonline The Total Expense Ratio (TER) for the scheme will become available after the New Fund Offer (NFO) concludes. Following the NFO, you can visit our website for more detailed information on expense ratio.

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Zerodha Fund House

@ZerodhaAMC

3 months

1️⃣ Mutual funds can be held in two formats: Demat Format: Units are kept with depositories. Statement of Account (SOA) Format: Units are kept with Registrars and Transfer Agents (RTAs).

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Zerodha Fund House

@ZerodhaAMC

3 months

2️⃣ Where are they stored? Demat Units: Held with CDSL and NSDL (depositories). SOA Units: Held with RTAs like CAMS and KFin (RTAs).

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Zerodha Fund House

@ZerodhaAMC

6 months

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

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Zerodha Fund House

@ZerodhaAMC

4 months

Please note, the universe of Large-cap shall consist of top 100 companies, and Mid-cap shall consist of 101st to 250th company in terms of full market capitalization from Nifty 500. Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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Zerodha Fund House

@ZerodhaAMC

7 months

Gold is often considered to act as a hedge against market volatility as its price generally moves independently of assets like stocks and bonds. Thus introducing gold into your portfolio may potentially reduce overall volatility.

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Zerodha Fund House

@ZerodhaAMC

4 months

The Zerodha Nifty 100 ETF provides access to India's top 100 companies, also known as large-caps. Most of these established companies are believed to act as the backbone of the Indian economy, and are known for growing with it.

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Zerodha Fund House

@ZerodhaAMC

7 months

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

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Zerodha Fund House

@ZerodhaAMC

8 months

Read more about our Liquid ETF from here:

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Zerodha Fund House

@ZerodhaAMC

2 months

Source: Nifty Passive Insights Mar 2024 AMFI Monthly Note June 2024 Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

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Zerodha Fund House

@ZerodhaAMC

7 months

@Quinnox_Trader @TraderLogical Hi, LIQUIDCASE will be available for pledging from March 1. It is available in the revised list of approved Securities and approved Banks, you can find the same in the NSE circular from here: (Department- Future & Options)

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Zerodha Fund House

@ZerodhaAMC

2 months

Mutual fund industry category wise AUM change from June 2021 to June 2024 (in %)

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Zerodha Fund House

@ZerodhaAMC

7 months

ELSS or Tax saver funds is an instrument that provides investors with the dual benefit of tax savings and equity returns. However, there are a few mistakes that investors make while taking exposure to ELSS funds. In this post, we are trying to breakdown those mistakes:

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Zerodha Fund House

@ZerodhaAMC

5 months

SEBI’s new KYC norms effective Apr 1st 2024 may have impacted you. To find out if you are affected and to continue your investment journey, check this link: MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY

New KYC Guidelines: Everything you need to know

In case of transaction rejection due to a KYC-related error, you will have to either undergo re-KYC or validate your phone and email based on your current KYC status. KYC Registartion Agency(KRA) is...

help.zerodhafundhouse.com

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Zerodha Fund House

@ZerodhaAMC

7 months

You can read more about this ETF, associated risk and other disclaimers on our website . SID, KIM and Fund Presentation are also available on our website.

Zerodha Gold Exchange-Traded Fund (ETF) | GOLDCASE Mutual Fund

A simple and low cost ETF to take gold exposure in your portfolio. This Zerodha Gold ETF is an exchange-traded fund that aims to track the performance of gold.

www.zerodhafundhouse.com

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Zerodha Fund House

@ZerodhaAMC

5 months

Let's see how people invest. How frequently do you do your SIP investments?

Daily

11

Weekly

20

Monthly

112

Quarterly

7

2

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Zerodha Fund House

@ZerodhaAMC

6 months

Final day to invest in ELSS for this financial year. Have you done it yet?

Yes

41

No

40

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Zerodha Fund House

@ZerodhaAMC

7 months

This ETF might be suitable for all investors since it is easy and accessible; it enables investors to take gold exposure in the simplest way possible at just Rs. 10/-

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Zerodha Fund House

@ZerodhaAMC

5 months

It does not matter which SIP frequency you choose, check out our blog on this: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully

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Zerodha Fund House

@ZerodhaAMC

2 months

Historical Trend of the Number of Index Funds

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Zerodha Fund House

@ZerodhaAMC

4 months

Be sure to read more about these ETFs, associated risks, and other disclaimers on our website. Please read the SID, KIM, and Fund Presentation to make informed investment decisions. Happy investing!

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4

Zerodha Fund House

@ZerodhaAMC

7 months

It's a simple and low-cost ETF to take gold exposure in your portfolio. It invests in physical gold of very high purity of 99.5% and above and is stored in a secure vault removing any security concerns.

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Zerodha Fund House

@ZerodhaAMC

7 months

3) Investing only up to 1.5 Lakhs: Beyond tax saving, ELSS as a structure may be a good way to start taking exposure to the India growth story. Most ELSS funds are benchmarked against the broad market indices, which generally comprise the top 500 companies by market

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Zerodha Fund House

@ZerodhaAMC

3 months

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

0

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Zerodha Fund House

@ZerodhaAMC

1 month

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

0

5

Zerodha Fund House

@ZerodhaAMC

4 months

These ETFs may help investors seeking independent exposure in either large caps or mid caps, granting them greater control and flexibility. The NFO for both these ETFs is now live on Coin (by Zerodha) and CAMS online.

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Zerodha Fund House

@ZerodhaAMC

2 months

Distribution of Index Fund AUM across Broad Based Indices

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Zerodha Fund House

@ZerodhaAMC

7 months

1) Investing only during tax season: In the last 3 years, the gross inflow into ELSS funds in the month of March is more than 2.5 times the average inflows of all other months for that financial year. This shows that many investors think about tax savings only during March.

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4

Zerodha Fund House

@ZerodhaAMC

2 months

Historical Tend in the Total AUM of Index Funds (in Rs. Thousand Cr)

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Zerodha Fund House

@ZerodhaAMC

11 months

@sumedhbhagwat Hello! The Total Expense Ratio (TER) for the scheme will become available after the New Fund Offer (NFO) concludes. Following the NFO, you can visit our website for more detailed information on expense ratio.

1

0

3

Zerodha Fund House

@ZerodhaAMC

8 months

@nishant911911 @Nithin0dha Hey Nishant, Information regarding the haircut will be available once the ETF is approved for pledging by the Clearing Corporation.

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1

Zerodha Fund House

@ZerodhaAMC

9 months

@harshakp06 @Nithin0dha @CoinByZerodha @zerodhaonline @vishaljain2510 Hi Harsha, 1) While the base TER for both the funds is the same since NFO, the GST component has slightly reduced resulting in a reduction in the total TER. 2) Any changes in the AUM, TER and other attributes get updated on our website daily. However, it might take some time

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Zerodha Fund House

@ZerodhaAMC

6 months

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully [1]: Individual Investor Assets [2]: Net Number of New SIPs [3]: Number of investor accounts in 2014 [4]:

AMFI Data Infographics Mar'24 (1).pdf

drive.google.com

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Zerodha Fund House

@ZerodhaAMC

2 months

Historical Trend in the total number of Index Folios - Retail

2

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Zerodha Fund House

@ZerodhaAMC

3 months

One way to step up your SIP amount is to do it manually year on year and think about your SIP as a percentage of your salary. The other way is to set the SIP with a “step up” option, offered by different investment platforms.

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Zerodha Fund House

@ZerodhaAMC

3 months

Source:

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Zerodha Fund House

@ZerodhaAMC

11 months

@kirubaakaran @zerodhaonline Hello! The Total Expense Ratio (TER) for the scheme will become available after the New Fund Offer (NFO) concludes. Following the NFO, you can visit our website for more detailed information on expense ratio.

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Zerodha Fund House

@ZerodhaAMC

2 months

Mutual fund industry category wise AUM values as on June 2021 and June 2024

1

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Zerodha Fund House

@ZerodhaAMC

11 months

@PawanGulwani Hello! The Total Expense Ratio (TER) for the scheme will become available after the New Fund Offer (NFO) concludes. Following the NFO, you can visit our website for more detailed information on expense ratio.

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Zerodha Fund House

@ZerodhaAMC

7 months

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully Please note that: Past performance of the benchmark as referred in this thread may or may not sustain in future. Source: Gross inflows data taken in point 1 from the AMFI website

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Zerodha Fund House

@ZerodhaAMC

7 months

2) Redeeming right after lock-in: A lot of investors end up redeeming their investments right after the lock-in period is completed. While it is allowed if your investment has completed 3 years, redeeming right after the lock-in may interrupt compounding. As ELSS funds primarily

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Zerodha Fund House

@ZerodhaAMC

4 months

@DharMunna Hey, Yes, these ETFs will be available for pledging once approved by the clearing corporation, which typically takes a couple of weeks.

0

2

Zerodha Fund House

@ZerodhaAMC

11 months

@Swappnnill @anugrah_shrivas @smallcaseHQ @zerodhaonline Hello! The Total Expense Ratio (TER) for the scheme will become available after the New Fund Offer (NFO) concludes. Following the NFO, you can visit our website for more detailed information on expense ratio.

1

0

2

Zerodha Fund House

@ZerodhaAMC

8 months

@Amrashaa1 @Nithin0dha Hey Amrashaa, Yes, there will be tax on gains and will be treated as Short-Term Capital Gains (STCG), regardless of the holding period. The gains at the time of withdrawal are taxed as per the tax slab.

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Zerodha Fund House

@ZerodhaAMC

6 months

Relatively stable markets: Despite periodic volatility over the past 10 years, including the COVID crisis, the Indian economy's resilience has bolstered investor confidence. [3,4]The number of investor accounts has surged from 4 crore in 2014 to 17 crore by Feb 2024, contributing

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Zerodha Fund House

@ZerodhaAMC

11 months

@Dlongshort Hello! Indeed, we have more funds in the pipeline, and they will be live in the coming months. Your suggestion has been duly noted, and we will be sure to communicate it to the appropriate team. We appreciate your valuable input. Thank you!

1

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Zerodha Fund House

@ZerodhaAMC

6 months

Awareness about equity schemes: The rise in disposable income and financial literacy has resulted in increased retail participation in equity schemes. [1]As of Feb 2024, a striking 84% of individual investor assets were in equity oriented schemes. This can be attributed to

1

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2

Zerodha Fund House

@ZerodhaAMC

3 months

Data Source for Index TRI Values: Mutual Fund investments are subject to market risks, read all scheme related documents carefully

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