Disclosures
Mutual Funds Disclosure
JERRY JOHN KADAMPATT (ARN/112475) is empanelled with the following AMCs to distribute their mutual funds schemes to various clients.
- Aditya Birla Sun life Mutual Fund
- DSP Black Rock Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- ICICI Prudential Mutual Fund
- Nippon India Mutual Fund
- SBI Mutual Fund
- UTI Mutual Fund
- White Oak Mutual Fund
- HSBC Mutual Funds
- Invesco Mutual Funds
- Tata Mutual Fund
- Axis Mutual Fund
- Mirae Asset Mutual Fund
- Kotak Mutual Fund
- Sundaram Mutual Fund
- Mahindra Mutual Fund
- Canara Robeco Mutual Fund
Commission on Mutual Funds
As per SEBI circular: SEBI/IMD/CIR No.4/168230/09, following are the details of the comparative commission earned from various fund-houses, whose products are being distributed. I also get the commissions/reimbursements from AMCs towards promotion and marketing related activities conducted by me on behalf of AMCs. These are the activity based reimbursements and the same may or may not be received from AMCs in a particular period. Further, since such activities may be carried out at AMC level, reimbursement amount received cannot be attributed to any specific scheme being offered by such AMC.
Fund Scheme Upfront Average B30 Maximum Special Incentive (upfront) First year onwards average trial maximum %
All Equity Funds (Regular Plans): 0.00% 0.00% 0.00%-2.00%
This information collation is on a best effort basis. It is subject to change, without any prior consent and as per the agreement between me and the respective Mutual Fund houses.
Disclaimer: Investments in mutual funds are subject to market risk and customers should read the offer document / key information document along with terms and conditions relating to the concerned funds carefully before investing through me.