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Disclosures - Comission Rates
The selection of recommended funds in Upwardly is not influenced by the commission earned by us.Here's a list of Mutual Fund companies that we work with and the commission rates we earn from them.
| MUTUAL FUND COMPANY NAME | One Time T-15 Cities | One Time B-15 Cities | 1st year | 2nd year | 3rd year | 4th year |
|---|---|---|---|---|---|---|
| Axis Mutual Fund | 0 - 0.7% | 0 - 1.50% | 0.03 - 0.7% | 0.03 - 0.7% | 0.03 - 0.7% | 0.03 - 0.7% |
| BOI AXA Investment Managers | 0 - 0.75% | 0 - 2% | 0.03 - 1.25% | 0.03 - 1.25% | 0.03 - 1.25% | 0.03 - 1.25% |
| Birla Sun Life Mutual Fund | 0 - 0.85% | 0 - 1.50% | 0.05 - 1% | 0.05 - 1% | 0.05 - 1% | 0.05 - 1% |
| Canara Robeco Mutual Fund | 0% | 0 - 1.75% | 0.02 - 1.25% | 0.02 - 1.25% | 0.02 - 1.25% | 0.02 - 1.25% |
| DSP Blackrock Mutual Fund | 0 - 0.5% | 0 - 1.5% | 0.05 - 0.5% | 0.05 - 0.5% | 0.05 - 0.5% | 0.05 - 0.5% |
| DHFL Mutual Fund | 0 - 1% | 0 - 1.50% | 0.05 - 1.25% | 0.05 - 1.25% | 0.05 - 1.25% | 0.05 - 1.25% |
| Franklin Templeton Mutual Fund | 0 - 0.5% | 0 - 1.50% | 0.10 - 1% | 0.10 - 1% | 0.10 - 1% | 0.10 - 1% |
| HDFC Mutual Fund | 0 - 1% | 0.5 - 1.25% | 0.05 - 0.90% | 0.05 - 0.90% | 0.05 - 0.90% | 0.05 - 0.90% |
| ICICI Pru Mutual Fund | 0 - 0.75% | 0 - 1.75% | 0.025 - 0.8% | 0.025 - 0.8% | 0.025 - 0.8% | 0.025 - 0.8% |
| IDFC Mutual Fund | 0 - 0.25% | 0 - 2% | 0.05 - 1.25% | 0.05 - 1.25% | 0.05 - 1.25% | 0.05 - 1.25% |
| IndiaBulls Mutual Funds | 0 - 1% | 0 - 1% | 0.1 - 1.25% | 0.1 - 1.25% | 0.1 - 1.25% | 0.1 - 1.25% |
| Kotak Mutual Fund | 0 - 0.75% | 0 - 1.5% | 0.03 - 1% | 0.03 - 1% | 0.03 - 1% | 0.03 - 1% |
| Mirae Asset Mutual Fund | 0 - 0.60% | 0 - 1.50% | 0.05 - 1% | 0.05 - 1% | 0.05 - 1% | 0.05 - 1% |
| Motilal Oswal Mutual Fund | 0 - 0.50% | 0 - 1.25% | 0.60 - 1.25% | 0.60 - 1.25% | 0.60 - 1.25% | 0.60 - 1.25% |
| Reliance Mutual Fund | 0 - 0.85% | 0 - 1.5% | 0.05 - 1.20% | 0.05 - 1.20% | 0.05 - 1.20% | 0.05 - 1.20% |
| SBI Mutual Fund | 0 - 1% | 0 - 1.5% | 0.05 - 0.80% | 0.05 - 0.80% | 0.05 - 0.80% | 0.05 - 0.80% |
| TATA Mutual Fund | 0 - 0.65% | 0 - 1.5% | 0.04 - 1.15% | 0.04 - 1.15% | 0.04 - 1.15% | 0.04 - 1.15% |
| UTI Mutual Fund | 0 - 3% | 0 - 2% | 0.05 - 1.10% | 0.05 - 1.10% | 0.05 - 1.10% | 0.05 - 1.10% |
Disclosures - Comission Rates for ELSS schemes
| MUTUAL FUND COMPANY NAME | One Time T-15 Cities | One Time B-15 Cities | 1st year | 2nd year | 3rd year | 4th year |
|---|---|---|---|---|---|---|
| Axis Mutual Fund | 0.70 - 2.50% | 1.25% | 0 - 0.70% | 0 - 0.70% | 0 - 0.70% | 0 - 0.70% |
| Birla Sun Life Mutual Fund | 0.85 - 3.0% | 2% | 0 - 0.90% | 0 - 0.90% | 3 - 3.55% | 0.90% |
| BOI AXA Investment Managers | 0.75% | 1.50% | 1.00% | 1.00% | 1.00% | 1.00% |
| Canara Robeco Mutual Fund | 0% | 1.75% | 1.20% | 1.20% | 1.20% | 1.20% |
| DSP Blackrock Mutual Fund | 0% | 1.25% | 1.10% | 1.10% | 1.10% | 0.80% |
| DHFL Mutual Fund | 0.75 - 3% | 1.50% | 0.5 - 1.25% | 0.5 - 1.25% | 0.5 - 1.25% | 0.5 - 1.25% |
| Franklin Templeton Mutual Fund | 0% | 0 - 1.5% | 0.80% | 0.80% | 0.80% | 0.80% |
| HDFC Mutual Fund | 0.50% | 1.25% | 0.90% | 0.90% | 0.90% | 0.50% |
| ICICI Pru Mutual Fund | 0.5 - 2.75% | 1.75% | 0 - 0.8% | 0.80% | 0.80% | 0.80% |
| IDFC Mutual Fund | 0% | 1.50% | 1.35% | 1.35% | 1.35% | 1.35% |
| Kotak Mutual Fund | 0.70% | 1.50% | 1% | 1% | 1% | 1% |
| Mirae Asset Mutual Fund | 0.60% | 1.50% | 1.00% | 1.00% | 1.00% | 1.00% |
| Motilal Oswal Mutual Fund | 0.75% | 0.00% | 1.50% | 1.50% | 1.50% | 1.50% |
| Reliance Mutual Fund | 0.50% | 1.50% | 0.90% | 0.90% | 0.90% | 0.90% |
| SBI Mutual Fund | 0.75 - 2.75% | 1.25% | 0 - 0.50% | 0 - 0.50% | 0 - 0.50% | 0 - 0.50% |
| TATA Mutual Fund | 0.50% | 1.50% | 1.10% | 1.10% | 1.10% | 1.10% |
| UTI Mutual Fund | 0.40% | 1.50% | 1.10% | 1.10% | 1.10% | 0.60% |