Commission Disclosure
As per SEBI guidelines, we have disclosed the various commissions received by Anupam Wealth Pvt Ltd from various categories of mutual funds below. The level of service provided or any recommendations made by Anupam Wealth Pvt Ltd are not influenced by the commissions received. The table below shows the commission structure applicable to Anupam Wealth Pvt Ltd from mutual fund companies. Details of Scheme level commission on Mutual funds are available with the Relationship Managers and would be produced on demand. This is on a best effort basis and rates are updated as and when actual rates are received from AMCs.
| Scheme Type | Trail Commission |
|---|---|
|
Liquid/Ultra Short Term Schemes |
0.05% – 0.70% |
|
Short Term Income Funds |
0.50% – 0.90% |
|
Income Funds |
0.40% – 1.00% |
|
Arbitrage Funds |
0.55% – 0.70% |
|
Fund of Funds |
0.25% – 0.50% |
|
ELSS |
0.65% – 2.00% |
|
Index Funds |
0.30% – 1.00% |
|
Equity/ Hybrid Equity/ Balance Funds |
0.65% – 2.00% |
|
Specialized Investment Fund – SIF |
0.65% – 2.00% |
We are a NISM certified / AMFI registered mutual fund distributor and not an RIA. We do not deal in Direct Plans. The scheme the investors are subscribing to are of Regular Plan which involves payment of commission to us. We get compensated / incentivized by AMCs. We don’t charge any fees for our services.
List of affiliated Mutual Funds &SIFs
| Sr No | Asset Management Companies |
|---|---|
|
1 |
ICICI Prudential Mutual Fund |
|
2 |
SBI Mutual Fund |
|
3 |
HDFC Mutual Fund |
|
4 |
Kotak Mahindra Mutual Fund |
|
5 |
Nippon India Mutual Fund |
|
6 |
Aditya Birla Sun Life Mutual Fund |
|
7 |
Axis Mutual Fund |
|
8 |
UTI Mutual Fund |
|
9 |
DSP Mutual Fund |
|
10 |
Tata Mutual Fund |
|
11 |
Mirae Asset Mutual Fund |
|
12 |
Bandhan Mutual Fund |
|
13 |
HSBC Mutual Fund |
|
14 |
Invesco Mutual Fund |
|
15 |
Franklin Templeton Mutual Fund |
|
16 |
PPFAS Mutual Fund |
|
17 |
Edelweiss Mutual Fund |
|
18 |
Canara Robeco Mutual Fund |
|
19 |
Quant Mutual Fund |
|
20 |
Motilal Oswal Mutual Fund |
|
21 |
Sundaram Mutual Fund |
|
22 |
Baroda BNP Paribas Mutual Fund |
|
23 |
LIC Mutual Fund |
|
24 |
Mahindra Manulife Mutual Fund |
|
25 |
PGIM India Mutual Fund |
|
26 |
Union Mutual Fund |
|
27 |
WhiteOak Capital Mutual Fund |
|
28 |
JM Financial Mutual Fund |
|
29 |
360 ONE Mutual Fund |
|
30 |
Bank of India Mutual Fund |
|
31 |
ITI Mutual Fund |
|
32 |
NJ Mutual Fund |
|
33 |
Navi Mutual Fund |
|
34 |
Helios Mutual Fund |
| Sr No | Asset Management Companies |
|---|---|
|
35 |
Samco Mutual Fund |
|
36 |
Trust Mutual Fund |
|
37 |
Quantum Mutual Fund |
|
38 |
Old Bridge Mutual Fund |
|
39 |
Groww Mutual Fund |
|
40 |
Zerodha Mutual Fund |
|
41 |
Taurus Mutual Fund |
|
42 |
Shriram Mutual Fund |
|
43 |
Unifi Mutual Fund |
|
44 |
Angel One Mutual Fund |
|
45 |
Abakkus Mutual Fund |
|
46 |
Alphagrep Mutual Fund |
|
47 |
Altiva SIF Edelweiss MF |
|
48 |
APEX – Specialized Investment Fund |
|
49 |
Arthaya Specialized Investment Fund |
|
50 |
Arudha SIF Mutual Fund |
|
51 |
ASK Mutual Fund |
|
52 |
Bajaj Finserv Mutual Fund |
|
53 |
Capitalmind Mutual Fund |
|
54 |
Choice Mutual Fund |
|
55 |
Diviniti SIF |
|
56 |
Dyna Specialized Investment Fund by 360 ONE Asset |
|
57 |
ICICI Prudential Specialized Investment Fund |
|
58 |
Invesco SIF |
|
59 |
KOTAK Specialized Investment Fund |
|
60 |
Old Bridge Mutual Fund |
|
61 |
Platinum SIF by Mirae MF |
|
62 |
Prism SIF |
|
63 |
QUANT SIF |
|
64 |
Sapphire – Specialized Investment Fund |
|
65 |
SBISIF Mutual Fund |
|
66 |
SIFTMF Mutual Fund |
|
67 |
The Wealth Company Mutual Fund |
|
68 |
The Wealth Company SIF (wSIF) |