Disclosure
| Scheme Type | Up-Front | Trail - 1st Year | Trail - 2nd Year onwards |
|---|---|---|---|
| Liquid/Ultra Short Term Schemes | 0.00% - 0.05% | 0.20% - 0.65% | 0.20% - 0.50% |
| Short Term Income Funds | 0.00% - 0.50% | 0.00% - 0.50% | 0.20% - 0.50% |
| Income Funds | 0.25% - 1.00% | 0.00% - 0.65% | 0.25% - 0.75% |
| Gilt Funds | 0.00% - 0.50% | 0.00% - 0.60% | 0.25% - 0.50% |
| Hybrid Debt/Monthly Income Plans | 0.25% - 1.00% | 0.00% - 0.65% | 0.40% - 1.00% |
| Arbitrage Funds | 0.05% - 0.40% | 0.05% - 0.60% | 0.05% - 0.60% |
| Fund of Funds | 0.50% - 1.25% | 0.25% - 0.50% | 0.25% - 0.50% |
| ELSS | 0.50% - 3.00% | 0.00% - 0.75% | 0.00% - 0.75% |
| Index Funds | Nil | 0.00% - 0.75% | 0.10% - 0.30% |
| Equity/Hybrid Equity/Balance Funds | 0.50% - 0.75% | 0.40% - 0.75% | 0.40% - 0.75% |
| Fixed Maturity Plans | 0.05% - 0.75% | Nil | Nil |
Rachit Financial Services could also get reimbursements towards promotion and marketing-related activities conducted on behalf of AMCs.
Further, since such activities may be carried out at the AMC level, reimbursement amounts cannot be attributed to any specific scheme.
Details of scheme-level commissions on mutual funds are available with the Relationship Managers and would be provided on demand.
This is a best-effort basis, and rates are updated as and when actual rates are received from AMCs.