As per SEBI circular : SEBI/IMD/CIR No. 4/ 168230/09, following are the details of the comparative commission (including GST) earned by S. J. Investments from various fund houses.
| Scheme Type as per 'Value Research" | Trail-1st Year onwards |
|---|---|
| Debt: Liquid/Ultra Short Term/Short Term | 0.02% - 1.25% |
| Debt: Income/Dynamic Bond/Credit Opportunities | 0.15% - 1.60% |
| Debt: Gilt Funds | 0.15% - 1.00% |
| Hybrid: Debt oriented/Asset Allocation/Arbitrage | 0% - 1.90% |
| Fund of Funds | 0% - 1.50% |
| Equity/Hybrid (Equity Oriented)/ ELSS | 0.10% - 2.25% |
We may also get marketing expense reimbursements from various Asset Management Companies. These reimbursements are contingent, event based and may or may not be paid by AMC’s in a particular period. This disclosure is made on a best efforts basis and the rates are updated periodically.
Disclaimer – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. We are not a Registered Investment Advisor and we do not charge any fee to our clients.
AMFI Registered Mutual Fund Distributor | ARN- 33752| Date of initial Registration: 23 November 2007 | Current validity: 14 December 2025
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