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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 NAMEOne Time T-15 CitiesOne Time B-15 Cities1st year2nd year3rd year4th year
Axis Mutual Fund0 - 0.7%0 - 1.50%0.03 - 0.7%0.03 - 0.7%0.03 - 0.7%0.03 - 0.7%
BOI AXA Investment Managers0 - 0.75%0 - 2%0.03 - 1.25%0.03 - 1.25%0.03 - 1.25%0.03 - 1.25%
Birla Sun Life Mutual Fund0 - 0.85%0 - 1.50%0.05 - 1%0.05 - 1%0.05 - 1%0.05 - 1%
Canara Robeco Mutual Fund0%0 - 1.75%0.02 - 1.25%0.02 - 1.25%0.02 - 1.25%0.02 - 1.25%
DSP Blackrock Mutual Fund0 - 0.5%0 - 1.5%0.05 - 0.5%0.05 - 0.5%0.05 - 0.5%0.05 - 0.5%
DHFL Mutual Fund0 - 1%0 - 1.50%0.05 - 1.25%0.05 - 1.25%0.05 - 1.25%0.05 - 1.25%
Franklin Templeton Mutual Fund0 - 0.5%0 - 1.50%0.10 - 1%0.10 - 1%0.10 - 1%0.10 - 1%
HDFC Mutual Fund0 - 1%0.5 - 1.25%0.05 - 0.90%0.05 - 0.90%0.05 - 0.90%0.05 - 0.90%
ICICI Pru Mutual Fund0 - 0.75%0 - 1.75%0.025 - 0.8%0.025 - 0.8%0.025 - 0.8%0.025 - 0.8%
IDFC Mutual Fund0 - 0.25%0 - 2%0.05 - 1.25%0.05 - 1.25%0.05 - 1.25%0.05 - 1.25%
IndiaBulls Mutual Funds0 - 1%0 - 1%0.1 - 1.25%0.1 - 1.25%0.1 - 1.25%0.1 - 1.25%
Kotak Mutual Fund0 - 0.75%0 - 1.5%0.03 - 1%0.03 - 1%0.03 - 1%0.03 - 1%
Mirae Asset Mutual Fund0 - 0.60%0 - 1.50%0.05 - 1%0.05 - 1%0.05 - 1%0.05 - 1%
Motilal Oswal Mutual Fund0 - 0.50%0 - 1.25%0.60 - 1.25%0.60 - 1.25%0.60 - 1.25%0.60 - 1.25%
Reliance Mutual Fund0 - 0.85%0 - 1.5%0.05 - 1.20%0.05 - 1.20%0.05 - 1.20%0.05 - 1.20%
SBI Mutual Fund0 - 1%0 - 1.5%0.05 - 0.80%0.05 - 0.80%0.05 - 0.80%0.05 - 0.80%
TATA Mutual Fund0 - 0.65%0 - 1.5%0.04 - 1.15%0.04 - 1.15%0.04 - 1.15%0.04 - 1.15%
UTI Mutual Fund0 - 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 NAMEOne Time T-15 CitiesOne Time B-15 Cities1st year2nd year3rd year4th year
Axis Mutual Fund0.70 - 2.50%1.25%0 - 0.70%0 - 0.70%0 - 0.70%0 - 0.70%
Birla Sun Life Mutual Fund0.85 - 3.0%2%0 - 0.90%0 - 0.90%3 - 3.55%0.90%
BOI AXA Investment Managers0.75%1.50%1.00%1.00%1.00%1.00%
Canara Robeco Mutual Fund0%1.75%1.20%1.20%1.20%1.20%
DSP Blackrock Mutual Fund0%1.25%1.10%1.10%1.10%0.80%
DHFL Mutual Fund0.75 - 3%1.50%0.5 - 1.25%0.5 - 1.25%0.5 - 1.25%0.5 - 1.25%
Franklin Templeton Mutual Fund0%0 - 1.5%0.80%0.80%0.80%0.80%
HDFC Mutual Fund0.50%1.25%0.90%0.90%0.90%0.50%
ICICI Pru Mutual Fund0.5 - 2.75%1.75%0 - 0.8%0.80%0.80%0.80%
IDFC Mutual Fund0%1.50%1.35%1.35%1.35%1.35%
Kotak Mutual Fund0.70%1.50%1%1%1%1%
Mirae Asset Mutual Fund0.60%1.50%1.00%1.00%1.00%1.00%
Motilal Oswal Mutual Fund0.75%0.00%1.50%1.50%1.50%1.50%
Reliance Mutual Fund0.50%1.50%0.90%0.90%0.90%0.90%
SBI Mutual Fund0.75 - 2.75%1.25%0 - 0.50%0 - 0.50%0 - 0.50%0 - 0.50%
TATA Mutual Fund0.50%1.50%1.10%1.10%1.10%1.10%
UTI Mutual Fund0.40%1.50%1.10%1.10%1.10%0.60%