Zerodha Fund House has launched the Zerodha BSE SENSEX Index Fund, a low-cost, open-ended equity scheme that mirrors the performance of India’s oldest benchmark—the BSE SENSEX. The fund offers investors diversified exposure to 30 of India’s largest companies across key sectors, with the NFO open from October 20 to November 3.
Zerodha Launches BSE SENSEX Index Fund for Blue-Chip Exposure
Zerodha Fund House, a joint venture between Zerodha Broking and Smallcase Technologies, has unveiled its latest offering—the Zerodha BSE SENSEX Index Fund. This passively managed mutual fund is designed to replicate the performance of the BSE SENSEX Index, giving investors a simple, transparent route to India’s top 30 companies.
Key highlights from the launch:
- Fund Structure and Objective
The scheme is an open-ended equity fund that invests in stocks forming part of the BSE SENSEX Index. It aims to deliver returns closely aligned with the index, subject to tracking errors.
- New Fund Offer (NFO) Timeline
The NFO opens on October 20, 2025, and closes on November 3, 2025. Units will be allotted on November 6, and the fund will reopen for continuous subscriptions and redemptions from November 10.
- Portfolio Composition
The BSE SENSEX includes India’s most financially sound and liquid companies across sectors such as banking, IT, energy, manufacturing, and consumer goods. This ensures broad-based exposure to the Indian economy.
- Minimum Investment
Investors can start with a minimum application amount of ₹100, making it accessible to retail participants and first-time investors.
- Fund Management
The scheme will be managed by Kedarnath Mirajkar and benchmarked against the BSE SENSEX TRI (Total Return Index), which includes dividends for a more accurate performance comparison.
- Strategic Positioning
Vishal Jain, CEO of Zerodha Fund House, emphasized that the fund offers a low-cost, efficient way to participate in India’s growth story through blue-chip stocks.
- Investor Appeal
The fund is expected to attract long-term investors seeking stability, diversification, and passive management. It also aligns with Zerodha’s mission to democratize investing through simplicity and transparency.
With this launch, Zerodha strengthens its footprint in the mutual fund space, offering a compelling option for those looking to build wealth through India’s most trusted companies.
Sources: MSN, Business Standard, NewsBytes, Business Today, Economic Times