Commission Disclosure
As per SEBI / AMFI Circular, WEALTH POINT is required to disclose commissions received from Asset Management Companies (AMCs). The following table lists indicative commission rates for various mutual fund categories.
Note: All commission rates are indicative and subject to change based on AMC policies and SEBI/AMFI guidelines. Upfront commissions are Nil across all categories in compliance with AMFI directive.
Equity Schemes
| Scheme Type | Trail Commission (p.a.) | Upfront Commission | Total Commission |
|---|---|---|---|
| Large Cap | 0.10% - 1.50% | Nil | 0.10% - 1.50% |
| Flexi Cap | 0.10% - 1.50% | Nil | 0.10% - 1.50% |
| Large & Mid Cap | 0.10% - 1.50% | Nil | 0.10% - 1.50% |
| Multi cap | 0.10% - 1.50% | Nil | 0.10% - 1.50% |
| Mid Cap | 0.10% - 1.50% | Nil | 0.10% - 1.50% |
| Small Cap | 0.10% - 1.50% | Nil | 0.10% - 1.50% |
| Dividend Yield | 0.10% - 1.50% | Nil | 0.10% - 1.50% |
| Value Fund | 0.10% - 1.50% | Nil | 0.10% - 1.50% |
| Contra Fund | 0.10% - 1.50% | Nil | 0.10% - 1.50% |
| Focused Fund | 0.10% - 1.50% | Nil | 0.10% - 1.50% |
| Sectoral / Thematic Fund | 0.10% - 1.50% | Nil | 0.10% - 1.50% |
| ELSS | 0.10% - 1.50% | Nil | 0.10% - 1.50% |
Hybrid Schemes
| Scheme Type | Trail Commission (p.a.) | Upfront Commission | Total Commission |
|---|---|---|---|
| Conservative Hybrid Fund | 0.10% - 1.00% | Nil | 0.10% - 1.00% |
| Balanced Hybrid Fund | 0.10% - 1.00% | Nil | 0.10% - 1.00% |
| Aggressive Hybrid Fund | 0.10% - 1.00% | Nil | 0.10% - 1.00% |
| Dynamic Asset Allocation Fund | 0.10% - 1.00% | Nil | 0.10% - 1.00% |
| Multi Asset Allocation Fund | 0.10% - 1.00% | Nil | 0.10% - 1.00% |
| Arbitrage Fund | 0.10% - 1.00% | Nil | 0.10% - 1.00% |
| Equity Savings Fund | 0.10% - 1.00% | Nil | 0.10% - 1.00% |
Debt Schemes
| Scheme Type | Trail Commission (p.a.) | Upfront Commission | Total Commission |
|---|---|---|---|
| Overnight Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Liquid Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Ultra Short Duration Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Low Duration Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Money Market Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Short Duration Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Medium Duration Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Medium to Long Duration Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Long Duration Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Dynamic Bond Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Corporate Bond Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Credit Risk Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Banking & PSU Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Gilt Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Gilt Fund with 10 Year Constant Duration | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
| Floater Fund | 0.02% - 0.80% | Nil | 0.02% - 0.80% |
Other Schemes
| Scheme Type | Trail Commission (p.a.) | Upfront Commission | Total Commission |
|---|---|---|---|
| Retirement Fund | 0.25% - 1.40% | Nil | 0.25% - 1.40% |
| Children’s Fund | 0.25% - 1.40% | Nil | 0.25% - 1.40% |
| Index Funds / ETFs | 0.25% - 1.40% | Nil | 0.25% - 1.40% |
| Fund of Funds (Overseas / Domestic) | 0.25% - 1.40% | Nil | 0.25% - 1.40% |
Document: https://drive.google.com/drive/folders/1Wy3dAs45qQ9hQ8bVQJLvzRTGi2LH27j4?usp=sharing
Wealthpoint Financial Resources Pvt.Ltd. 409, Sangita Complex, Nr.Spring Velly, Parimal Underpass, opp. Dr.House, Ellisbridge, Ahmedabad 380006. Gujarat (India)
AMFI-registered Mutual Fund Distributor ARN-63626
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- Saturday : 9.00 AM - 5.00 PM
- Sunday : Closed