Commission Disclosure

MyFirstGoal Commission Disclosure – July 2026

Objective

This Commission Disclosure Policy is prepared to provide transparency regarding the indicative trail commission received from Asset Management Companies for mutual fund distribution.

Actual commission may vary depending on the scheme, plan, option, investor location, AUM-based slab, holding period and applicable regulatory requirements.

Indicative Trail Commission by Scheme Category

The following are indicative annualised trail commission ranges expressed as a percentage per annum.

Scheme Category Indicative Trail Range (% p.a.) Typical Risk Profile
Equity 0.50 – 1.50 Moderately High to Very High
Passive (Index / ETF / FoF) 0.05 – 0.60 Varies with underlying index
Hybrid 0.40 – 1.20 Moderate to Moderately High
Debt 0.10 – 0.75 Low to Moderate
Liquid / Overnight 0.02 – 0.15 Low

AMC-wise Trail Commission Disclosure

Indicative trail commission range: % per annum. Actual commission may vary by scheme, plan, option, investor location, AUM slab, holding period and applicable regulations.

# AMC Name SEBI Reg. No. Equity Passive Hybrid Debt Liquid

Key Disclosures

  • We receive trail commission only. No upfront commission, incentive or one-time payment is received.
  • Commission is included in the Base Expense Ratio and does not increase the investor’s cost.
  • Recommendations are based on risk profile, suitability and scheme-related factors.
  • Commission rates do not influence scheme selection.
  • Actual commission earned on your folios can be independently verified from your Consolidated Account Statement.
  • No commission or fee is charged directly to investors for mutual fund distribution.

Scheme Documents

Investors should refer to the Scheme Information Document, Statement of Additional Information and Key Information Memorandum of the respective schemes before investing.

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