| Scheme Type | Upfront Commission | Trail Commission - 1st Year per annum | Trail Commission -2nd Year onwards, per annum |
|---|---|---|---|
| Liquid & Floating Schemes | 0% - 0.05% | 0.05% - 0.10% | 0.05% - 0.10% |
| Ultra Short Term Schemes | 0% - 0.05% | 0.05% - 0.80% | 0.05% - 0.40% |
| Short Term Schemes | 0% - 0.50% | 0.10% - 0.50% | 0.10% - 0.50% |
| Income Schemes | 0% - 1% | 0.25% - 1.00% | 0.25% - 1.00% |
| Gilt Schemes | 0% - 0.20% | 0.40% - 0.75% | 0.30% - 0.75% |
| Monthly Income Plan | 0.25% - 1.15% | 0% - 1.00% | 0% - 1.00% |
| Hybrid Schemes | 0% - 4.00% | 0% - 1.00% | 0% - 1.00% |
| Arbitrage Funds | 0.05% - 0.40% | 0% - 0.50% | 0% - 0.50% |
| Fund of Funds | 0.50% - 1.25% | 0% - 1.00% | 0% - 1.00% |
| ELSS | 0.50% - 3.00% | 0% - 1.25% | 0% - 1.25% |
| Index Fund | 0% | 0.40% - 0.75% | 0.20% - 0.40% |
| Equity & Balanced | 0.50% - 1.3% | 0.50% -1.3% | 0.50% - 1.3% |
| Fixed Maturity Plans | 0.05% - 0.25% | 0.05% - 0.25% | 0.05% - 0.25% |
| Insurance / Health Insurance Plan | 0% | 15% | 15% |
| Life Insurance Plan | 0% | 35% | 2% |
| Bonds / FDs | 0.25% - 1.00% | 0% | 0% |
| Equities | 0.25% - 0.50% | 0% | 0% |
| AIF | 1 - 1.5% | 1 - 1.5% | 1 - 1.5% |
| PMS | 0 - 1.5% | 0 - 1.5% | 0 - 1.5% |
Holdings of KWMS , Partner 1,Partner 2 & Representatives as on 01.03.2023 to 31.03.2023 – Please Click Here for Disclosure Document
