Disclosure
We receive commission from Asset Management Companies for investments made under our ARN Code. The commission receivable is subject to and as per the guidelines laid down by SEBI and the Asset Management Companies. The commissions payable to us for the different schemes of various mutual funds, as required to be disclosed under clause 4(d) of the SEBI Circular No. SEBI/IMD/CIR No. 4/168230 dated June 30, 2009 is provided here in below.
Scheme Type | Up-Front | Trail-1st Year | Trail-2nd Year onwards |
Liquid/Ultra Short-Term Schemes | Nil | 0.05%-0.65% | 0.05%-0.65% |
Short Term Income Funds | Nil | 0.05%-0.65% | 0.05%-0.65% |
Income Funds | Nil | 0.05%-1.0% | 0.05%-1.0% |
Gilt Funds | Nil | 0.05%-0.65% | 0.05%-0.65% |
Hybrid Debt/Monthly Income Plans | Nil | 0.05%-0.75% | 0.05%-0.75% |
Arbitrage Funds | Nil | 0.05%-0.60% | 0.05%-0.60% |
Fund of Funds | Nil | 0.25%-0.50% | 0.25%-0.50% |
ELSS | Nil | 0.50%-1.50% | 0.50%-1.50% |
Index Funds | Nil | 0.0%-0.75% | 0.0%-0.75% |
Equity / Hybrid Equity Balance Funds | Nil | 0.50%-1.50% | 0.50%-1.50% |
Fixed Maturity Plans | 0.05%-1.0% | Nil | Nil |
Details of Scheme level commission on Mutual funds are available with the Relationship Managers and would be produced on demand.
This is on a best effort basis and rates are updated as and when actual rates are received from AMCs.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes.
We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN-176981 | Date of Initial Registration: 16/03/2021 | Current Validity: 15/03/2027
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