Commission Disclosure

Objective

This Commission Disclosure is prepared in accordance with SEBI and AMFI guidelines requiring Mutual Fund Distributors to disclose commission structures received from Asset Management Companies (AMCs). It exists to give you transparency at the point of investing, not just buried in a document you never open.

Regular Plan, and why

In accordance with SEBI's direction (letter no. SEBI/IMD1/DoF-1/SK/2021/25517/1), CompoundIn cannot deal in Direct Plans. All mutual fund investments made through CompoundIn are in the Regular Plan, which involves payment of commission to us by the AMC — this does not come out of your investment amount directly, but is built into the scheme's expense ratio (Total Expense Ratio, or TER).

If you'd prefer to invest via Direct Plans without our involvement, that facility is not available through CompoundIn — you would need to invest directly through the AMC or its official Direct Plan channels.

Trail commission structure (indicative range)

The table below shows the indicative trail commission rates received from various AMCs across product categories. These are industry-standard indicative ranges, consistent across mutual fund distributors — actual commission varies slightly by scheme and share class as per each AMC's own slabs and applicable SEBI regulations.

AMC	Equity schemes	Passive funds	Hybrid schemes	Debt schemes	Liquid schemes
HDFC Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
ICICI Prudential Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
SBI Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Edelweiss Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
quant Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Bandhan Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Nippon India Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Axis Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
HSBC Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Canara Robeco Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Invesco Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Kotak Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
DSP Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
UTI Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Franklin Templeton Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
TATA Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Bajaj Finserv Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Sundaram Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
PGIM India Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
TRUST Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Motilal Oswal Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Mirae Asset Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%
Baroda BNP Paribas Mutual Fund	0.50% – 1.50%	0.10% – 0.60%	0.40% – 1.00%	0.15% – 0.60%	0.03% – 0.15%

Note: these are indicative ranges. Exact commission depends on the AMC's scheme category, assets under management (AUM), investor location (T30/B30 cities), and periodic trail structure revisions. A scheme-wise commission rate breakup for your specific investments is available on request — write to contact@nextgenfamilyoffice.in and we will share it within 5 working days.

Key disclosures

CompoundIn receives only trail commission from AMCs — no upfront or one-time incentive commission is accepted.

You can also check your Consolidated Account Statement (CAS) from the Registrar or AMC, which shows total commission paid to distributors on your investments.

Commissions are paid directly by the AMC and are already included in the scheme's Total Expense Ratio (TER) — not an extra charge on top.

We do not accept gifts, non-cash benefits, or other incentives from AMCs or associates that could create a conflict of interest.

Any change to our trail commission structure will be reflected on this page.

What this doesn't change

Trail commission rates are broadly similar across most AMCs and scheme categories, which is part of why AMFI's rules specifically prohibit us from steering you toward a scheme because it pays more (see our Disclaimer). Our recommendation is built around your stated goal and risk comfort — see how we select funds — and the commission structure is disclosed here for transparency, not because it drives what we show you.