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Zerodha CASE Mutual Fund

Zerodha CASE Nifty 50 Index Fund Direct Growth

1 Year Absolute Returns

-0.98%

1Y CAGR

-0.98%

NAV on 12 Nov 2026

10.1411

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₹ -635.87

Total Value₹ 1,19,364.13
Invest now

Note: Past profits do not guarantee future returns.

Fund Performance

Performance in Index Fund

1 M
12.22%
5.29%
3 M
-0.54%
3.34%
6 M
6.98%
2.40%
1 Y
-0.98%
2.87%
This FundvsCategory Avg

Stock Holdings

NameWeightage
10.53%
8.30%
8.25%
5.19%
4.42%
3.76%
3.70%
3.41%
2.61%
2.56%

Asset Allocation

Equity
100.58%

Sector Allocation

Financial Services
35.06%
Consumer Cyclical
10.94%
Energy
10.94%
Technology
8.46%
Industrials
7.93%
Basic Materials
7.68%
Consumer Defensive
5.97%
Communication Services
5.19%
Healthcare
4.66%
Utilities
2.91%

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

₹ 82.92 Cr.

Lock in Period

0.0 Years

Expense Ratio

0.27%

Inception Date

14 Oct 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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