Disclosure
- Bellwether Associates LLP is registered as a Mutual Fund Distributor with AMFI (ARN-96040); Validity: 01-July-2023 to 30-June-2026.
- We are empanelled with the following Mutual Funds. Clients are requested to refer to the disclosures made in the Scheme Information Document (SID) / Statement of Additional Information (SAI) / Key Information Memorandum (KIM) / Fact Sheet of the respective mutual funds for full information on schemes and the risks associated with them.
- Aditya Birla Sun Life Mutual Fund
- Axis Mutual Fund
- Abakkus Mutual Fund
- Bandhan Mutual Fund
- Bajaj Mutual Fund
- Baroda BNP Paribas Mutual Fund
- Canara Robeco Mutual Fund
- DSP Mutual Fund
- Edelweiss Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- Helios Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- Invesco Mutual Fund
- ITI Mutual Fund
- Kotak Mahindra Mutual Fund
- Mirae Asset Mutual Fund
- Motilal Oswal Mutual Fund
- Nippon India Mutual Fund
- PGIM India Mutual Fund
- PPFAS Mutual Fund
- Quant Mutual Fund
- SBI Mutual Fund
- Sundaram Mutual Fund
- Tata Mutual Fund
- Trust Mutual Fund
- UTI Mutual Fund
- WhiteOak Capital Mutual Fund
- 360 One Mutual Fund
- The information provided here is limited to the mutual fund products that are being distributed by Bellwether Associates LLP as a distributor. Clients may also consider other alternate products, which are not being offered by Bellwether Associates LLP before making investment decisions.
- Mutual fund investments are not guaranteed or assured return products. Investment in mutual funds may expose the entire principal amount to the risk of loss. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
- Brokerage Disclosure (Mutual Fund Distribution): Bellwether Associates LLP receives commission from AMCs for investment of clients in Regular Plan of Mutual Fund Schemes. As per SEBI circular SEBI/IMD/CIR No. 4/168230/09, following are broad categories of comparative commission earned:
|
Mutual Funds – Category
|
Upfront Income
|
Trail Every Year
|
|---|---|---|
|
Equity & Hybrid Funds
|
0%
|
0.60% to 1.40%
|
|
Index Funds
|
0%
|
0.10% to 0.50%
|
|
ELSS Funds
|
0%
|
0.65% to 1.65%
|
|
Arbitrage
|
0%
|
0.40% to 0.80%
|
|
International Funds
|
0%
|
0.30% to 1.10%
|
|
Gold Funds
|
0%
|
0.16% to 0.35%
|
|
Debt – Liquid Funds
|
0%
|
0.02% to 0.15%
|
|
Debt – Ultra Short Term
|
0%
|
0.15% to 0.85%
|
|
Debt – Short Term
|
0%
|
0.25% to 0.85%
|
|
Debt – Medium/Credit Risk Funds
|
0%
|
0.50% to 1.00%
|
|
Debt – Dynamic/Long Term
|
0%
|
0.40% to 1.25%
|
|
Corporate Bond / PSU Debt
|
0%
|
0.20% to 0.75%
|
|
Close Ended / FMP
|
0%
|
0.10% to 0.35%
|
- The above commission details are broad range for different categories of mutual funds done by us. Details of Scheme level commission on Mutual funds are available click here.
- Scheme level commission details are also available with the Relationship Managers.
- This is on a best effort basis and commission rates are updated as and when actual rates are received from AMCs.
Disclaimer: This page contains links to websites owned and operated by third parties including AMCs and Fund Houses. These links are provided for your information and convenience only and are not an endorsement by Bellwether Associates LLP of the content of such linked websites or related products of the relevant third parties. Bellwether Associates LLP does not control these websites and is not responsible for the accuracy, completeness, or suitability of the information provided therein.
