Zerodha Fund House has unveiled two new passive investment products — the Zerodha Nifty 50 ETF and the Zerodha Nifty 50 Index Fund, both open-ended schemes that track the Nifty 50 Index-TRI.
The Zerodha
Nifty 50 Index Fund will allot units on October 14, 2025, and reopen for ongoing subscriptions on October 17, 2025. Meanwhile, the ETF will be listed on stock exchanges on October 20, 2025.
The investment objective of both schemes is to passively invest in equity and equity-related securities replicating the Nifty 50 Index composition, subject to tracking errors. The fund house has cautioned that there is no assurance the objective will be achieved.
“The Nifty 50 is more than just an index; it acts as a barometer for the Indian economy. As the most tracked and traded benchmark in our market, it represents the pulse of the nation’s growth,” said Vishal Jain, CEO of Zerodha Fund House.
“With this fund, we are offering investors a straightforward opportunity to align their portfolios with what can be considered the heartbeat of India’s economic story. It’s a simple, low-cost way to own a piece of the 50 largest companies driving India forward,” he added.
Kedarnath Mirajkar will serve as the designated fund manager for both schemes.
According to the Scheme Information Document (SID):
- The minimum investment during the NFO period is ₹1,000 (and in multiples thereof) for the Zerodha Nifty 50 ETF.
- For the Zerodha Nifty 50 Index Fund, the minimum investment is ₹100 (and in multiples thereafter).
- No exit load will be charged on redemptions or switches for either scheme.
Who Should Invest?
The AMC stated that these schemes are suited for investors who understand that equity returns can fluctuate daily. Both funds carry very high risk due to their exposure to equities and are best suited for investors with a long-term investment horizon who can withstand short-term volatility and remain committed during market ups and downs.
The fund house advises prospective investors to consult their financial advisors to assess whether these products align with their risk appetite and investment goals.