Terms and Conditions for Order Placement in Mutual Funds

Commission earned inclusive of charges (%)
Scheme Category Upfront 1st Year Trail 2nd Year Trail
Balanced Funds 0.5 - 0.9 0.6 - 1.1 0.6 - 1.1 0.6 - 1.1 0.6 - 1.1 0.6 - 1.1
Equity Funds 0.7 - 1 0.5 - 0.85 0.5 - 0.85 0.5 - 0.85 0.5 - 0.85 0.5 - 0.85
ELSS 0.7 - 1 0.5 - 0.85 0.5 - 0.85 0.5 - 0.85 0.5 - 0.85 0.5 - 0.85
Fund of Funds 0 - 0.7 0 - 1.5 0 - 0.75 0 - 1.25 0.15 - 1.1 0.15 - 1.1
Index Funds 0 - 1 0 - 1.5 0 - 0.75 0 - 1.25 0.15 - 1.1 0.15 - 1.1
Debt Funds 0.5 - 0.8 0.85 - 1 0.85 - 1 0.6 - 0.85 0.6 - 0.85 0.6 - 0.85
Liquid Funds 0 0 0 - 0.5 0 - 0.5 0 - 0.5 0 - 0.5
Monthly Income Plan 0 - 0.3 0 - 0.55 0 - 0.55 0 - 0.45 0 - 0.45 0 - 0.45