Demat
- Mutual fund vs ETF in India
A factual comparison of open-ended actively managed mutual funds and exchange-traded funds (ETFs) in India, covering structure, cost, liquidity, tracking error, taxation, and accessibility.
- CAS -- NSDL and CDSL versions for mutual funds
The NSDL and CDSL depositories issue their own versions of the Consolidated Account Statement covering demat-held mutual fund units alongside listed securities, complementing the RTA-generated CAS for investors who hold units in demat form.
- Zerodha Console
Zerodha Console is the back-office and reporting portal for Zerodha clients, covering P&L, tax reports, ledger, demat statements, and account management.
- Statement of Transactions (SOT)
The Statement of Transactions is a depository-issued record from CDSL or NSDL listing every debit and credit to a demat account -- purchases, sales,.
- Statement of Holdings (SOH)
The Statement of Holdings is a depository-issued document from CDSL or NSDL showing all securities held in a single demat account as of a specified date,.
- Mutual funds on Zerodha (Coin)
How Zerodha's Coin platform works for direct mutual fund investing: zero commission, demat-held units, SIP mechanics, SEBI framework, and tax treatment.
- Equity segment on Zerodha
How the equity cash segment works on Zerodha: product codes, brokerage, margins, settlement, tax treatment, and comparison with other brokers.
- Consolidated Account Statement (CAS) from CDSL
The CAS is a monthly depository statement from CDSL or NSDL listing all demat holdings and transactions across every broker linked to a PAN for the.
- Console Holdings report
The Console Holdings report shows a Zerodha client's current demat portfolio -- every stock held with quantity, average cost, current value, and unrealised P&L.
- CNC product code on Zerodha
CNC (Cash and Carry) is Zerodha's product code for equity delivery trades, requiring full payment, with shares credited to the demat account on T+1 settlement.
- Bonds on Zerodha
How to buy and sell listed bonds on Zerodha: corporate bonds, exchange-traded debt, charges, settlement, and tax treatment.