The table below provides the Indicative Maximum Annual Trail Commission (Exclusive of Applicable GST) that may be received from Asset Management Companies (AMCs) on investments made under Regular Plan Mutual Fund schemes.
| Scheme Category | Indicative Maximum Annual Trail Commission (Exclusive of Applicable GST) |
|---|---|
| Liquid & Overnight Funds | Up to 0.10% p.a. |
| Ultra Short Duration Funds | Up to 0.45% p.a. |
| Low Duration / Money Market / Short Duration Funds | Up to 0.70% p.a. |
| Corporate Bond / Banking & PSU / Income / Dynamic Bond / Gilt Funds | Up to 1.00% p.a. |
| Arbitrage Funds | Up to 0.65% p.a. |
| Index Funds / Passive Funds | Up to 0.65% p.a. |
| Fund of Funds (FoF) | Up to 1.00% p.a. |
| Equity Savings Funds | Up to 1.25% p.a. |
| Aggressive Hybrid / Balanced Hybrid Funds | Up to 1.40% p.a. |
| Balanced Advantage / Dynamic Asset Allocation Funds | Up to 1.20% p.a. |
| Multi Asset Allocation Funds | Up to 1.20% p.a. |
| ELSS (Tax Saver) Funds | Up to 1.50% p.a. |
| Equity Funds (Large Cap, Large & Mid Cap, Flexi Cap, Multi Cap, Mid Cap, Small Cap, Focused, Value, Dividend Yield, Sectoral & Thematic Funds) | Up to 1.50% p.a. |
| Fixed Maturity Plans (FMPs) | Variable |