Zerodha Mutual Fund

Zerodha, with more than 2 million clients (1.15 million active clients), is the largest discount stockbroker of India. Among many of its services, Zerodha mutual fund stands apart that brings much convenience for investors to multiply their investments.

It allows the customers to trade in stocks, currencies and derivatives and the mutual funds from a single Zerodha Free Demat Account.

Invest smartly by keeping yourself updated with the stock market news at Zerodha Pulse.

Here we will discuss the Zerodha mutual fund in brief. When considering the mutual fund, one can purchase it in either of the two ways either through a distributor or directly through AMC.

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Role of Mutual Funds in Demat

• Holding mutual funds in the Demat account offers many benefits. It is a single portfolio that helps view all the investments.
• By investing using the Demat account one access the data that is unforeseen and is about to happen in the future.
• Investing in mutual funds is similar to investing in stocks and therefore it becomes important to know the process of how to choose mutual fund.

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Zerodha Mutual Fund Review

Zerodha the best stockbroker offers its customers a direct mutual fund platform through Zerodha Coin. It allows customers to buy direct mutual funds online from the asset management companies. Thus, it does not involve any commission passback.

Distributors or intermediaries who help in purchasing the mutual fund earn a lot of commission from investors. But by choosing Zerodha for mutual fund you can prevent yourself from paying the commission and can purchase mutual funds directly from the fund house.

This helps customers in saving both upfront and trail commission on the investment made. To invest in Zerodha mutual fund, you only need to visit its office, fill the form and invest your fund.

Also investing in Zerodha mutual fund offers you many other benefits like tracking investment in a different fund, signing multiple NACH forms for Zerodha  SIP, stopping SIP conveniently, etc.

Still wondering why should you invest in the Zerodha Mutual Fund Direct Plan. Here are some of the top reasons:

• It allows you to buy a mutual fund directly from the asset management companies that preventing you to pay any commission.
• Zerodha does not charge any fees, brokerage charges, or commission on any mutual fund investment
• It provides the facility for both lump sum and SIP investment.
• The customer offers better control over the SIP plan and allows to invest without any ECS/NACH requirement. You can increase or decrease the SIP value as per your requirements.
• Zerodha mutual fund allows you to invest online at your convenience.
• The Zerodha member can invest in multiple securities through one trading account.
• One can merge all the investment in one Demat Account.

Apart from all the above benefits of investing in Zerodha mutual fund, the best reason that the broker gives you is the platform for making mutual fund investment, Zerodha Coin.

With Zerodha Coin, one can invest in mutual fund smartly and can earn profit by:

• Not paying any commission
• Investing direct mutual fund in Demat form
• Viewing the single capital gain statement, P&L visualization
• Easy SIP.

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Zerodha Mutual Fund Charges

The best thing that influences and attracts many investors towards the Zerodha mutual fund is zero charges.

Surprised!

Zerodha does not charge any fees for providing the Mutual Fund. So if you are looking forward to Zerodha’s mutual fund investment then get started simply with Zerodha Coin without paying any charges.

However, since the mutual funds investment is linked with the Zerodha Demat account, the customer needs to pay Zerodha AMC Charges to keep the account active.

Also, Zerodha allows you to buy mutual funds directly from the asset management companies thus there is no commission on buying a mutual fund. Customers buying mutual funds from Zerodha can save up to 1% to 1.5% of the annual commission.

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Zerodha Mutual Fund Calculator

Although Zerodha does not impose any charges for the mutual fund but offers the best way to the investor for calculating the mutual fund returns.

One can calculate the Return on Investments (ROI), for both lump sum and SIP. There are different ways of calculating both.

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Zerodha Mutual Fund App

Zerodha has offered the simplest way to its clients for investing in the mutual fund by introducing the mutual fund app, Zerodha Coin.

For investing in the direct mutual funds on Coin one need to follow the steps below:

• Login to the Coin using Zerodha Login credentials.
• On the homepage or dashboard, you will see a search bar.
• Enter the name of the AMC or a fund.
• You will find the option of Direct mutual funds.

Here you will be able to see the performance of the fund and can compare the performance and cost with other mutual funds.

Also, the app provides the Direct Savings calculator where you would be able to calculate the money you save by purchasing direct funds instead of regular funds.

In the end, a link with complete terms and conditions is available that one can view before investing.

Buy a Zerodha mutual fund by clicking on the buy Direct option. Make sure that you have enough balance in the trading account for the order to get executed.

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Zerodha Mutual Fund Statement

To inspect the monthly investment you have done on with your Zerodha Demat account, you will receive the monthly holding statements of the respective Account at your registered email address.

The statement contains all the information about equity and mutual fund holdings.

You will receive the holding statement at the end of every month that contains complete information of all transactions including the debit and credit information.

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Zerodha Mutual Fund Customer Care

In case you need any kind of support concerning the Zerodha MF then you can contact the team at the customer support number given below.

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Conclusion

Zerodha offers the best opportunity for investors to save their investment by zero charges for mutual funds. Also, since it offers the direct mutual fund investment scheme thus preventing investors from paying any commission.

Thus help in saving that eventually adds on the total return one earns on their investment in the mutual fund.

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