Zerodha Fund House has changed its name to Zerodha CASE Funds after CASE Platforms, formerly known as smallcase, joined the asset management company (AMC) as a co-sponsor.
The fund house said its existing mutual fund schemes will also be renamed to reflect the new brand identity. However, its investment philosophy and approach will remain unchanged.
The rebranding comes as the fund house completes three years of operations. It currently manages assets worth around ₹20,000 crore and has an investor base of more than 12 lakh, according to the company.
Established in 2023 as a joint venture between Zerodha Broking and CASE Platforms, the fund house offers products across equity, debt, commodities and multi-asset allocation, along with goal-based investment solutions.
Its product portfolio includes index funds, exchange-traded funds (ETFs), liquid ETFs and life cycle funds.
Commenting on the development, Vishal Jain, CEO of Zerodha CASE Funds, said more than 65% of the fund house’s investors are from B30 cities, referring to locations beyond the top 30 cities.
The company said it would continue to focus on passive investment products, direct plans and technology-led investment solutions.