Disclosure
The firm receives commissions for mutual fund transactions executed under its registered ARN code. The commission structure varies across different Asset Management Companies (AMCs) and specific mutual fund schemes. In accordance with SEBI Circular No. SEBI/IMD/CIR No. 4/168230/09, the following table provides details of commissions earned by SL Wealth Solutions LLP from various AMCs whose products are distributed by the firm.
| Particulars | Rate |
|---|---|
| Equity Schemes | |
| Equity Mutual Funds | 0.6% to 1.7% |
| Hybrid Schemes | |
| Arbitrage Funds | 0.45% to 0.80% |
| Conservative Hybrid Funds | 0.6% to 1.5% |
| Other Hybrid Funds | 0.6% to 1.7% |
| Debt Schemes | |
| Overnight & Liquid Funds | 0.01% to 0.20% |
| Credit Risk Funds | 0.50% to 1.20% |
| Gilt Funds | 0.10% to 1.00% |
| Floater Funds | 0.15% to 0.70% |
| Corporate Bond, Banking & PSU Funds | 0.09% to 0.75% |
| Medium, Medium to Long, Long, Dynamic Duration Funds | 0.10% to 1.25% |
| Ultra Short Duration, Low Duration, Money Market, Short Duration Funds | 0.05% to 1.20% |
| Other Funds | |
| Index Funds/ETFs | 0.03% to 1.10% |
| Fund of Funds (FoF) | 0.05% to 1.25% |
| Retirement and Children Fund | 0.50% to 1.70% |
The commission rates mentioned above:
- Are subject to revision from time to time at the sole discretion of SL Wealth Solutions LLP and the respective AMCs, without prior notice.
- Apply only to investments made under the Regular/Distributor Plan, which includes distributor commissions. No upfront commission is paid to or received by SL Wealth Solutions LLP.
- Scheme-wise commission details are available with your Wealth Manager and can be shared upon request.
- The information provided has been compiled on a best-effort basis and is updated periodically as and when revisions are communicated by the AMCs.
