Commission by scheme type
Commissions are paid by the AMC and are included in the scheme's expense ratio. They are not charged to you separately.
| Scheme type | Upfront | 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% – 0.65% | 0.05% – 0.65% |
| Gilt Funds | Nil | 0.05% – 0.65% | 0.05% – 0.65% |
| Hybrid Debt / Monthly Income Plans | 0.25% – 0.75% | 0.05% – 0.75% | 0.05% – 0.75% |
| Arbitrage Funds | 0.05% – 0.15% | 0.05% – 0.60% | 0.05% – 0.60% |
| Fund of Funds | 0.50% – 0.75% | 0.25% – 0.50% | 0.25% – 0.50% |
| ELSS | 0.50% – 0.75% | 0.50% – 0.75% | 0.50% – 0.75% |
| Index Funds | Nil | 0.00% – 0.75% | 0.00% – 0.75% |
| Equity / Hybrid Equity / Balanced Funds | 0.50% – 0.75% | 0.50% – 0.75% | 0.50% – 0.75% |
| Fixed Maturity Plans | 0.05% – 1.00% | Nil | Nil |
Notes
- Reimbursements received by Plenitude Connect from AMCs (for example, for investor-awareness activities) are event based and may or may not be received in a particular period. Since such activities may be carried out at AMC level, the reimbursement amount received cannot be attributed to any specific scheme offered by that AMC.
- Details of scheme-level commission on mutual funds are available with our Relationship Managers and will be produced on demand.
- This information is provided on a best-effort basis, and rates are updated as and when actual rates are received from AMCs.
Plenitude Connect is an AMFI Registered Mutual Fund Distributor (ARN-130934). Mutual fund investments are subject to market risks; read all scheme-related documents carefully before investing.