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Zerodha CASE Mutual Fund

Zerodha BSE SENSEX Index Fund Direct Growth

1 Year Absolute Returns

-1.84%

1Y CAGR

-1.84%

NAV on 12 Nov 2026

9.8887

Return calculator

Monthly Investment
Time Period
₹1.23 Lac
Bank Ac
₹1.25 Lac
Fixed Deposit
₹1.19 Lac
This Fund
Total Investment₹ 1,20,000.00
Total Gains₹ -1,191.44

Total Value₹ 1,18,808.56
Invest now

Note: Past profits do not guarantee future returns.

Fund Performance

Performance in Index Fund

1 M
13.02%
5.29%
3 M
-0.54%
4.76%
6 M
8.42%
2.40%
1 Y
-1.84%
2.87%
This FundvsCategory Avg

Stock Holdings

NameWeightage
12.82%
10.15%
10.09%
5.90%
5.39%
4.56%
4.51%
4.15%
3.19%
3.12%

Asset Allocation

Equity
100.08%

Sector Allocation

Financial Services
38.68%
Energy
10.09%
Consumer Cyclical
9.93%
Industrials
9.64%
Technology
9.60%
Communication Services
5.90%
Consumer Defensive
5.28%
Basic Materials
4.79%
Utilities
3.54%
Healthcare
2.20%

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

Scheme Snapshot

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

AUM

₹ 20.57 Cr.

Lock in Period

0.0 Years

Expense Ratio

0.47%

Inception Date

06 Nov 2025

Exit Load

No charges for withdrawal

Fund Manager

Name

Kedarnath Mirajkar

Qualification

Finance Postgraduate from Wigan & Leigh, Mumbai

AMC Information

Zerodha CASE Mutual Fund

AUM (cr).

₹2,583.45

Funds Managed

14

AMC Age

2 Yrs

Date of Incorporation

28 Dec 2023

Phone

080 69601101

Address

IndiQube Penta, New No.51(Old No.14), Richmond Road,, Bangalore - 560025

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