DISCLOSURE


The selection of funds in the investment portfolios built for you are based on intensive research and analysis and is not influenced by the commission rates offered to PHUNDO. Given below are the commission rates offered by our mutual fund partners:-

EQUITY SCHEMES
AMC NAME UPFRONT TRAIL 1ST YEAR TRAIL 2ND YEAR ONWARDS
HDFC Mutual Fund NIL 0.95% 0.95%
AXIS Mutual Fund NIL 1.25% 1.25%
Franklin Templeton Mutual Fund NIL 1.20% 1.20%
DSP Blackrock Mutual Fund NIL 1.30% 1.30%
ICICI Prudential Mutual Fund NIL 1.00% 1.00%
Aditya Birla Mutual Fund NIL 1.30% 1.30%

DEBT SCHEMES
AMC NAME UPFRONT TRAIL 1ST YEAR TRAIL 2ND YEAR ONWARDS
HDFC Mutual Fund NIL 1.05% 1.05%
AXIS Mutual Fund NIL 0.75% -0.80% 0.75% -0.80%
Franklin Templeton Mutual Fund NIL 0.90% - 0.95% 0.85% - 0.90%
DSP Blackrock Mutual Fund NIL 0.35% 0.35%
ICICI Prudential Mutual Fund NIL 0.70% - 0.80% 0.70% - 0.65%
Aditya Birla Mutual Fund NIL 0.90% - 0.85% 0.90% - 0.85%

• Commission rates stated above are applicable for T15 locations.