Mutual Fund Documents and Commission Disclosure

Mutual Fund Documents and Commission Disclosure


Income earned from Mutual funds through commission, brokerage

All Equity and Equity Oriented funds / Index funds

0.1% to 2.25%

ELSS/ Tax saving funds

0.25% to 2.25%

Arbitrage Funds

0.05% to 1.75%

All Debt & Debt Oriented funds

0.05% to 1.75%

Liquid funds

0% to 0.50%

 

Income earned from Other Referral Products/Services (AIF,PMS,etc) through referral fee

PMS

1.00 % - 2.00 %

AIF*

Upfront – 0.00% -4.5% p.a

Trail – 0.00 % - 2.00% p.a

*Can be upfront or trail or mix of both

 

Empanelled Mutual Funds Documents

S.No AMC Scheme Documents (SID/SAI/KIM) Common Application Form (CAF) Commission

1

360 ONE MUTUAL FUND

SID | SAI | KIM

View / Download

Read

2

ADITYA BIRLA SUN LIFE MUTUAL FUND

SID | SAI | KIM

View / Download

Read

3 ANGEL ONE MUTUAL FUND SID | SAI | KIM View / Download Read

4

AXIS MUTUAL FUND

SID | SAI | KIM

View / Download

Read

5

BAJAJ FINSERV MUTUAL FUND

SID | SAI | KIM

View / Download

Read

6

BANDHAN MUTUAL FUND

SID | SAI | KIM

View / Download

Read

7

BANK OF INDIA MUTUAL FUND

SID | SAI | KIM

View / Download

Read

8

BARODA BNP PARIBAS MUTUAL FUND

SID | SAI | KIM

View / Download

Read

9

CANARA ROBECO MUTUAL FUND

SID | SAI | KIM

View / Download

Read

10 CAPITALMIND MUTUAL FUND SID | SAI | KIM View / Download Read

11

DSP MUTUAL FUND

SID | SAI | KIM

View / Download

Read

12

EDELWEISS MUTUAL FUND

SID | SAI | KIM

View / Download

Read

13

FRANKLIN TEMPLETON MUTUAL FUND

SID | SAI | KIM

View / Download

Read

14

GROWW MUTUAL FUND

SID | SAI | KIM

View / Download

Read

15

HDFC MUTUAL FUND

SID | SAI | KIM

View / Download

Read

16

HELIOS MUTUAL FUND

SID | SAI | KIM

View / Download

Read

17

HSBC MUTUAL FUND

SID | SAI | KIM

View / Download

Read

18

ICICI PRUDENTIAL MUTUAL FUND

SID | SAI | KIM

View / Download

Read

19

INVESCO MUTUAL FUND

SID | SAI | KIM

View / Download

Read

20

ITI MUTUAL FUND

SID | SAI | KIM

View / Download

Read

21

JM FINANCIAL MUTUAL FUND

SID | SAI | KIM

View / Download

Read

22

KOTAK MAHINDRA MUTUAL FUND

SID | SAI | KIM

View / Download

Read

23

LIC MUTUAL FUND

SID | SAI | KIM

View / Download

Read

24

MAHINDRA MANULIFE MUTUAL FUND

SID | SAI | KIM

View / Download

Read

25

MIRAE ASSET MUTUAL FUND

SID | SAI | KIM

View / Download

Read

26

MOTILAL OSWAL MUTUAL FUND

SID | SAI | KIM

View / Download

Read

27

NAVI MUTUAL FUND

SID | SAI | KIM

View / Download

Read

28

NIPPON INDIA MUTUAL FUND

SID | SAI | KIM

View / Download

Read

29

NJ MUTUAL FUND

SID | SAI | KIM

View / Download

Read

30

OLD BRIDGE MUTUAL FUND

SID | SAI | KIM

View / Download

Read

31

PGIM INDIA MUTUAL FUND

SID | SAI | KIM

View / Download

Read

32

PPFAS MUTUAL FUND

SID | SAI | KIM

View / Download

Read

33

QUANT MUTUAL FUND

SID | SAI | KIM

View / Download

Read

34

QUANTUM MUTUAL FUND

SID | SAI | KIM

View / Download

Read

35

SAMCO MUTUAL FUND

SID | SAI | KIM

View / Download

Read

36

SBI MUTUAL FUND

SID | SAI | KIM

View / Download

Read

37

SHRIRAM MUTUAL FUND

SID | SAI | KIM

View / Download

Read

38

SUNDARAM MUTUAL FUND

SID | SAI | KIM

View / Download

Read

39

TATA MUTUAL FUND

SID | SAI | KIM

View / Download

Read

40

TAURUS MUTUAL FUND

SID | SAI | KIM

View / Download

Read

41

THE WEALTH COMPANY MF

SID | SAI | KIM

View / Download

Read

42

TRUST MUTUAL FUND

SID | SAI | KIM

View / Download

Read

43

UNIFI MUTUAL FUND

SID | SAI | KIM

View / Download

Read

44

UNION MUTUAL FUND

SID | SAI | KIM

View / Download

Read

45

UTI MUTUAL FUND

SID | SAI | KIM

View / Download

Read

46

WHITEOAK CAPITAL MUTUAL FUND

SID | SAI | KIM

View / Download

Read