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Zerodha Direct Mutual Fund and IPO Investment Review 2020

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Zerodha IPO and Mutual Funds Investment

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Zerodha is one of the best technology focus company providing the most innovative tools in the Indian broking industry and reducing cost per trade making investors get the best out of what they deserve. Recently, Zerodha emerged to become the largest Stock Broker in India with over one million clients and Over one million clients contributing to over 10% of all Indian retail volumes.

IPO Investment through Zerodha

July 2019, Zerodha started online IPO investment via UPI with its own back-office software - Console.

Zerodha clients no need to worry about IPO investment. Zerodha started UPI based IPO application. You just need a smartphone and Zerodha kite user id to apply in IPO online. 100% paperless IPO application.

Step by step guide to apply IPO with Zerodha Console.

Current and upcoming IPOs to invest with Zerodha

Mutual Fund Investment with Zerodha

In 2017, Zerodha launched a new way to invest in mutual funds with its largest direct mutual fund platform called Zerodha Coin ( On this platform, you buy direct mutual funds online with no commission passback, directly from asset management companies.

Initially, the platform offered by Zerodha called was the distributor type of platform where you invested in regular mutual fund plans and though it looks free for investors, your distributor (Zerodha) gets a commission from the AMCs.

But this new platform Zerodha coin enables you to invest with the fund house directly without using the distributor as intermediary with no commissions on your investment either upfront or trail. The funds get in your Zerodha Demat Account same as stocks.

Detail article on Zerodha Mutual Fund Investment and advantages of investing in direct plan vs regular plan. >> Read

Advantages of investing with Zerodha Coin

  • Direct mutual funds in DEMAT form, with convenience of one portfolio across equity, MF, currency, etc.
  • Single capital gain statement, P&L visualizations, and more.
  • Easy SIP start, stop, modify anytime you want.
  • NAV tracking orders- similar to stocks, place orders to purchase or redeem funds based on NAV.

e-Mandates - Mutual Fund SIP with automated recurring fund transfer in your trading/MF account.>>Detail

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IPO and Mutual Funds FAQs

  1. 1. What can I do to switch my investment in regular mutual fund plan to direct plan?

    If you want to switch your current funds or SIP from regular plans to Direct plans, you will have to first exit your regular plan and repurchase the direct plan. All new lumpsum investments that you make will happen under the direct mode on coin.

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  2. 2. How to invest in Mutual Funds with Zerodha?

    • Login to
    • Select Investment Offerings > Mutual Funds(Direct Plan).
    • Select fund, schema type, plan type> select amount or units.
    • Review and confirm.

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  3. 3. How much brokerage I need to pay for investing in Mutual Funds?

    Zerodha is allowing you to invest in Direct plan with multiple AMCs and over 2000 funds on single platform without taking any commission for this service. Zerodha Coin is absolutely free since August 2018.

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  4. 4. Can I start Mutual Funds SIP with Zerodha?

    Yes, you can do so by setting standing instructions at your bank to add money or credit your Zerodha trading account. Once the money is transferred to your trading account, the money required for your SIP will be utilized from your trading account. Zerodha do not collect an ECS/NACH mandate, so they don't have the permission to directly debit your bank accounts.

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Last Updated on 7th Apr 2020

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