Change in SIP Minimum Instalment Amount for ZERODHA MUTUAL FUND on BSE StAR MF platform

Description

Zerodha Mutual Fund reduces minimum daily SIP amount for Zerodha Nifty LargeMidcap 250 Index Fund from ₹100 to ₹10, effective August 06, 2025.

Summary

Zerodha Asset Management Private Limited has issued Addendum No. 05/2025-26 revising the minimum Systematic Investment Plan (SIP) amount for daily frequency investments in the Zerodha Nifty LargeMidcap 250 Index Fund. The minimum daily SIP installment has been reduced from ₹100 to ₹10, effective from August 06, 2025. This change applies to the scheme on the BSE StAR MF platform.

Key Points

• Minimum daily SIP amount reduced from ₹100 to ₹10
• Applies to Zerodha Nifty LargeMidcap 250 Index Fund
• Change effective from August 06, 2025
• Minimum number of installments remains 1 for daily frequency
• Investment Manager: Zerodha Asset Management Private Limited (CIN: U67190KA2021PTC155726)
• Trustee: Zerodha Trustee Private Limited (CIN: U67100KA2021PTC155537)
• Sponsor: Zerodha Broking Limited

Regulatory Changes

This addendum modifies the Scheme Information Document (SID) of the Zerodha Nifty LargeMidcap 250 Index Fund. The revision pertains specifically to the minimum investment amount for daily SIP frequency, making it more accessible to small retail investors. All other terms and conditions in the SID remain unchanged.

Compliance Requirements

• Investors should note the revised minimum SIP amount for daily frequency
• The addendum forms an integral part of the SID
• Standard mutual fund risk disclosure applies: “MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY”

Important Dates

• Effective Date: August 06, 2025
• Circular Date: October 10, 2025
• Addendum Date: August 06, 2025

Impact Assessment

This change has a positive impact on retail investor accessibility by lowering the barrier to entry for daily SIP investments in the Zerodha Nifty LargeMidcap 250 Index Fund. The 90% reduction in minimum investment amount (from ₹100 to ₹10) enables smaller investors to participate in systematic investment plans with minimal commitment. The change is specific to one fund and does not have broader market implications, but represents investor-friendly policy implementation by Zerodha Mutual Fund on the BSE StAR MF platform.

Impact Justification

Administrative change reducing minimum SIP amount improves accessibility for retail investors but has limited market-wide impact. Primarily affects Zerodha Mutual Fund investors.