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Disclosures

We operate solely as a distributor of mutual funds, earning commissions through product distribution. Alongside this core service, we also offer complementary services such as Goal Planning, fixed deposit investments, insurance, and more. However, no additional fees are charged for these supplementary services, as our primary income source is the distribution of mutual funds & other Financial Products.

In line with our philosophy, we prioritize transparency and clarity in disclosing our earnings to ensure our clients have a complete understanding.

S.No Mutual Fund Type Commission Method Rate Range Paid from 1 Liquid Funds Trail 0.02% to 0.10% Scheme Expenses charged by the AMC 2 Equity Trail 0.50% to 1.00% Scheme Expenses charged by the AMC 3 Hybrid Funds Trail 0.50% to 1.00% Scheme Expenses charged by the AMC 4 Debt Trail 0.10% to 0.70% Scheme Expenses charged by the AMC

S. No.Mutual Fund TypeCommission MethodRate RangePaid From
1Liquid FundsTrail0.02% to 0.10%Scheme Expenses charged by the AMC
2EquityTrail0.50% to 1.00%Scheme Expenses charged by the AMC
3Hybrid FundsTrail0.50% to 1.00%cheme Expenses charged by the AMC
4DebtTrail0.10% to 0.70%Scheme Expenses charged by the AMC

Want further clarity on our commission and how it compares to the value we offer? Reach out via email at Compliance@SMSFGROUP.COM or call us at +91-9899118824

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