Disclosure

Sr	Scheme Type	Trail Brokerage (1st year onwards)
1	Liquid/ Overnight scheme	0.05% – 0.10%
2	Debt category of Scheme	0.20% – 0.80%
3	Arbitrage category	0.50% – 0.65%
4	Index & Fund of Funds Category of Schemes	0.15% – 0.50%
5	Hybrid and Asset Allocator category of scheme	0.50% – 1.25%
6	Solution Oriented Schemes	0.80% – 1.15%
7	Equity Related Schemes	0.50% – 1.45%

*Mutual fund investments are subject to market risks. Please read all scheme related documents and key information documents carefully before investing.

The information in this presentation is general in nature and is provided for information and reference purposes only. It does not constitute financial or other advice. Rates are updated on a best effort basis as and when information is received from the respective Asset Management Companies (AMCs).

Clients acknowledge that the prices and net asset values (NAVs) of mutual fund schemes may fluctuate due to market conditions and other factors affecting capital markets. Past performance of mutual funds, their sponsors or affiliates does not indicate or guarantee the future performance of any scheme. Historical performance data, wherever presented, is included solely for reference.

Investment proposals are prepared at the client’s request, taking into account the investment objectives, preferences and information shared by the client. These proposals are intended for general information and consideration. They are nonbinding, and clients remain free to accept or reject them at their discretion.

We shall not be held responsible for any direct or indirect loss arising from reliance on the information provided. Clients may seek independent advice from their legal, investment and tax advisers before making investment decisions.

This disclaimer forms an integral part of the document prepared by us.

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