Coin by Zerodha

Zerodha

About this app

Invest in commission-free direct mutual fund schemes across 40 fund houses. Join 2.5+ lakh investors who have invested over 4500 crores.

Flexible
Create, pause, and modify your SIPs anytime you want, instantly and hassle-free.

Discovery
Search and discover funds with easy to navigate themes, fund categories and scheme details

View Scheme Holdings
Detailed information on the weights of underlying securities and sector-wise data.

Fund House Views
Short videos featuring fund managers explaining their fund management philosophy to help your fund selection process.

Tax Saving
Save taxes under Section 80C by investing in ELSS funds. One-click statement to file your taxes.

Instant Payments
Fund your purchase orders instantly through UPI payments.

eMandate for SIPs
Create automated fund transfers through eMandates to fund your SIP instalments.

Some other features:

• You can view curated schemes in different categories to help you get started.
• Annualized (XIRR) and absolute returns.
• Mutual funds are held in demat form, and thus easier to pledge as collateral for a loan against securities and margin for trading in derivatives and stocks.

Zerodha: Member of NSE & BSE – SEBI Registration no.: INZ000031633.
CDSL: Depository services through Zerodha Securities Pvt. Ltd.
SEBI Registration no.: IN-DP-431-2019

Ratings and reviews

App design is quite good. I suggest two useful features that makes app more attractive and useful 1. As of now it showing the sip individual Xirr it good if you show the entire portfolio xiir also. Like switch between absolute and xiir. 2. Graph of entire portfolio and specific sip performance like 1 year, 5 years and max I believe these features make app more useful to Zerodha users.

The app is good. But it really needs more in depth info on the Mutual Funds. Past performance & current performance of against benchmark. Also, most importantly it should show overall portfolio XIRR . This is the most important feature missing.

Can show daily change (abs and %) of total investment. No way to sort funds by CAGR. Understand picking top performer blindly is a bad idea, but allow users to remove bad performers. Another filter that removes funds underperforming benchmark. Point of STP/SWP is to setup once and forget, and not to enter TPIN every time. All due to dumb descision to hold units in demat form, unlike every other app in the world. Trying to be unique is not the best idea every time.

What's new

Bug fixes and enhancements