Zerodha Fund House (ZFH) has surpassed asset under management of ₹4,000 crore in its first year of operations. The fund house has recently completed the first year of operations and currently serves over 4 lakh investors across 15,000 pin codes nationwide.

It achieved a AUM of ₹4,287 crore, as of January 8.

More than half of its investor base comes from beyond top-30 cities, demonstrating a significant shift in wealth creation from urban areas to the hinterlands.

The primary investor demographic falls in the 28-36 age group, indicating rising interest in passive investing among younger investors.

After the successful launch of LargeMidcap Index Funds, ZFH has further expanded offerings into exchange traded funds (ETFs) and fund of funds (FoFs). It introduced India’s first Growth-NAV-based Liquid ETF, LIQUIDCASE, offering investors a low-risk, an innovative option for short-term cash management. It launched a Gold ETF – GOLDCASE and a Gold FoF , providing flexible and cost-effective ways to invest in this timeless asset.

In the equity segment, it has two ETFs – Top100Case and Mid150Case, enabling investors to target specific market segments.

Leveraging technology, it aims to deepen the connection with investors and better cater to their needs.

Vishal Jain, CEO, Zerodha Fund House, said with the commendable growth the fund house is more motivated than ever to continue innovating and delivering smarter, simpler investment solutions.