Disclaimer

Moat wealth Associate LLP is a AMFI Registered Mutual fund Distributor having ARN Number – 177172. We earn commission/brokerage/referral fee when the client chooses to use our distribution services.

The details of the commissions that may be earned from various mutual funds / Asset Management companies has been detailed here.

Investments are subject to market risk. Please read the offer documents / SID / SAI before investing. Past performance is not an indicator of future performance. The materials / information on this website is for information, financial literacy and educational purposes only. For further details or queries please call us to know more.

Scheme TypeUpfront CommissionTrail – 1st Year p.aTrail – 2nd Year Onwards p.a
Liquid & Floating Schemes0 %0.20% – 0.30%0.20% – 0.30%
Ultra Short Term Schemes0 %0.20% – 0.80%0.20% – 0.80%
Short Term Schemes0 %0.10% – 0.50%0.10% – 0.50%
Income Schemes0%0.25% – 1.00%0.25% – 1.00%
Gilt Schemes0%0.40% – 0.60%0.25% – 0.25%
Monthly Income Plan0%0.5%-1.25%0.5%-1.25%
Fixed Maturity Plans Hybrid0.50% – 1.25%0%0.40% – 1.00%
Arbitrage Funds0.05% – 0.40%0.05% – 0.60%0.05% – 0.60%
Fund of Funds0%0.50% – 1.35%0.50% – 1.35%
ELSS0.50% – 5.00%0%0%
Equity & Balanced0%0.50% – 1.60%0.50% – 1.60%
Close ended Equity Funds0.50% – 5.00%0%0%
PMS Fixed fee option0.5%-1.00%0.5%-1.00%0.5%-1.00%
Fixed Maturity Plans0.05% – 0.25%0%0%