DISCLOSURE OF COMMISSION/BROKERAGE FOR KREDERE WEALTH PARTNER PVT LTD (KWP) FOR DISTRIBUTION OF MUTUAL FUND PRODUCTS
Details of the category-wise commission earned by Kredere Wealth Partner from various Asset Management Companies are as follows:
| Category | Upfront | Year 1 Trail | Year 2 Trail |
|---|---|---|---|
| EQUITY SCHEMES | |||
| Multi Cap Fund | 0.0% | Upto 1.75% | Upto 1.75% |
| Large Cap Funds | 0.0% | Upto 1.80% | Upto 1.80% |
| Large & Mid Cap Funds | 0.0% | Upto 1.60% | Upto 1.60% |
| Mid Cap Funds | 0.0% | Upto 1.50% | Upto 1.50% |
| Small Cap Funds | 0.0% | Upto 1.85% | Upto 1.85% |
| Dividend Yield Funds | 0.0% | Upto 1.50% | Upto 1.50% |
| Value Funds | 0.0% | Upto 1.50% | Upto 1.50% |
| Contra Funds | 0.0% | Upto 1.60% | Upto 1.60% |
| Focused Funds | 0.0% | Upto 1.60% | Upto 1.60% |
| Sectoral/ Thematic | 0.0% | Upto 1.85% | Upto 1.85% |
| ELSS | 0.0% | Upto 2.00% | Upto 2.00% |
| DEBT SCHEMES | |||
| Overnight Fund | 0.0% | Upto 0.10% | Upto 0.10% |
| Liquid Fund | 0.0% | Upto 0.25% | Upto 0.25% |
| Ultra Short Duration Fund | 0.0% | Upto 0.85% | Upto 0.85% |
| Low Duration Fund | 0.0% | Upto 0.80% | Upto 0.80% |
| Money Market Fund | 0.0% | Upto 0.60% | Upto 0.60% |
| Short Duration Fund | 0.0% | Upto 0.80% | Upto 0.80% |
| Medium Duration Fund | 0.0% | Upto 1.20% | Upto 1.20% |
| Medium to Long Duration Fund | 0.0% | Upto 1.00% | Upto 1.00% |
| Long Duration Fund | 0.0% | Upto 0.80% | Upto 0.80% |
| Dynamic Bond | 0.0% | Upto 1.10% | Upto 1.10% |
| Corporate Bond Fund | 0.0% | Upto 0.75% | Upto 0.75% |
| Credit Risk Fund | 0.0% | Upto 1.20% | Upto 1.20% |
| Banking and PSU Fund | 0.0% | Upto 0.50% | Upto 0.50% |
| Gilt Fund | 0.0% | Upto 1.20% | Upto 1.20% |
| Gilt Fund with 10 year duration | 0.0% | Upto 1.20% | Upto 1.20% |
| Floater Fund | 0.0% | Upto 0.80% | Upto 0.80% |
| HYBRID SCHEMES | |||
| Conservative Hybrid Fund | 0.0% | Upto 1.85% | Upto 1.85% |
| Balanced Hybrid Fund | 0.0% | Upto 1.85% | Upto 1.85% |
| Aggressive Hybrid Fund | 0.0% | Upto 2.00% | Upto 2.00% |
| Dynamic Asset Allocation or Balanced Advantage | 0.0% | Upto 1.40% | Upto 1.40% |
| Multi Asset Allocation | 0.0% | Upto 1.50% | Upto 1.50% |
| Arbitrage Fund | 0.0% | Upto 0.85% | Upto 0.85% |
| Equity Savings | 0.0% | Upto 1.40% | Upto 1.40% |
| OTHER SCHEMES | |||
| Index Funds/ ETFs | 0.0% | Upto 0.50% | Upto 0.50% |
| FoFs (Overseas/ Domestic) | 0.0% | Upto 1.10% | Upto 1.10% |
Please Note:-
- This collation is done on a best effort basis, and the rates are updated based on brokerage intimation received from the AMCs.
- Brokerage information is updated based on intimation from AMCs. Investors are advised to check the same before investing. KWPPL is not responsible for intimating clients of any changes in this regard made on this website.
- KWPPL may receive reimbursement for mutual fund product promotion and marketing related activities, based on overall relationship with AMCs and not any specific scheme.
- The abovementioned rates are subject to change without any prior consent based on agreements between KWPPL and AMCs.
Mutual Fund investments are subject to market risk and investors should read all scheme-related documents carefully before investing.