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Zerodha CASE Mutual Fund - Schemes, NAV & Returns
Zerodha CASE Mutual Fund offers one of India's most trusted and diversified investment platforms, with 81 active schemes spanning Debt, Equity, Hybrid categories - making it a strong fit for retirement-focused investors at every stage of their journe... Read more
Highest AUM
₹9,737.29Cr.
Total Funds
81
Inception date
Since 2021
Latest Mutual Funds NAVs
Zerodha CASE Mutual Fund FAQ'S
The core objective of Zerodha CASE Mutual Fund is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of Debt, Equity, Hybrid schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
Zerodha CASE Mutual Fund features a diverse lineup of 81 active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is Zerodha CASE Nifty 1D Rate Liquid ETF-Growth, which leads with Assets Under Management (AUM) of ₹9,737.29 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from Zerodha CASE Mutual Fund based on historical returns include:
- Zerodha CASE BSE SENSEX Index Fund Direct-Growth : Delivered 5.07% returns over a 3-month period.
- Zerodha CASE BSE SENSEX Index Fund Direct-Growth : Achieved 10.60% returns over a 6-month horizon.
- Zerodha CASE Silver ETF-Growth : Recorded 19.28% returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the Zerodha CASE Mutual Fund portfolio are:
- Zerodha CASE Gold ETF-Growth : Generated 33.79% returns over a 2-year period.
- Zerodha CASE ELSS Tax Saver Nifty Large Midcap 250 Index Fund Direct-Growth : Posted 13.59% returns over a 3-year horizon.
Across the active lineup of Zerodha CASE Mutual Fund, the cost structure varies significantly depending on the scheme category:
- Highest Expense Ratio: Zerodha CASE Life Cycle Fund 2041 Direct-Growth features an expense ratio of 2.48%.
- Lowest Expense Ratio: Zerodha CASE Nifty 50 ETF-Growth offers a lower expense ratio of 0.06%.
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