SIP (PER APPLICATION) INCENTIVE STRUCTURE
Period : 1st May 2013 - 30th June 2013
DSP Mutual Fund
HDFC Mutual Fund
Sip Amount (Rs.)
1000
2000
3000 & ABOVE $
1 yr.
40
80
0.25%*
All Equity Schemes
SIP Duration (Months)
5 yr & above
3 yr
225
100
450
225
0.25%*
0.25%*
* Additional 0.20% for HDFC Growth Fund, HDFC Capital Builder Fund, HDFC Core & Satellite Fund, HDFC Premier
Multi-Cap Fund, HDFC Balanced Fund, HDFC Children’s Gift Fund, HDFC Mid-Cap Opportunities Fund, HDFC Long
Term Equity Fund & HDFC Infrastructure F
ICICI Mutual Fund
Sip Amount(Rs.)
Discovery, Dynamic, Focused Bluechip
SIP Duration (Months)
2 yr.
3 yr
5 yr & Above
2000
50
100
200
325
3000
100
175
300
4000
125
250
5000
175
375
Sip Amount(Rs.)
2000
3000
5000
10000 & Above
1 yr.
0
150
275
0.30%*
1 yr.
25
75
125
175
5000
225
475
750
1000
1350
5001-50000
0.40%
0.40%
0.40%
0.40%
0.40%
Sip Amount(Rs.)
5 yr & above
225
550
800
1100
All equity except Discovery, Dynamic, Focused
Bluechip
SIP Duration (Months)
1 yr
2 yr.
3 yr
5 yr & Above
2000
75
150
250
400
525
3000
100
200
375
625
400
700
4000
150
300
500
850
525
925
5000
175
350
625
1100
0.30% per insatallment up to 60 installment
Reliance Mutual Fund
1000
2000
3000
4000
ICICI Mutual Fund
1 yr
6000 & above
Sip Amount
All Equity Schemes
SIP Duration (Months)
2 Yr.
3 yr.
4 yr.
75
100
150
175
275
375
275
425
575
350
575
775
Focussed: Top 200, RSF-Bal, MIP
SIP Duration (Months)
10 Yr &
2 yr.
3yr
5 yr.
Above
0
225
400
500
250
375
800
900
450
675
1050
1800
0.30%*
0.30%*
0.30%*
0.30%*
0.4% per insatallment up to 60 installment
6000 & above
Reliance Mutual Fund
Sip Amount(Rs.)
1000
2000
3000
4000
5000 <9990
All Equity Schemes (Except Focused Schemes)
SIP Duration
1 yr.
2 yr.
3yr & above
100
150
200
225
300
375
150
325
475
650
825
Tepleton Mutual Fund All Equity Schemes
SIP Installment Amount
SIP Duration
(Rs.)
2 Yr.
3 Yr.
1000-1999
100
150
2000-4999
200
300
5000-7499
500
800
7500-9999
140
1200
10000 & Above
900
1600
5 Yr.
250
500
1300
2000
2500
All Equity Schemes (Except Kotak Arbitrage Fund
& Kotak Equity FOF)
Kotak Mutual Fund
Sip Amount(Rs.)
Birla SL Mutual Fund
Sip Amount
1 yr
1000
50
2000
100
3000
150
4000
200
5000
250
10000 & above
500
SBI Mutual Fund
3 yr.
2 yr
100
200
300
400
500
1000
5 yr &
above
1 yr.
2 yr.
3 yr.
4 yr.
5 yr & above
1000
75
150
225
325
400
1000
125
225
2000
125
250
400
525
675
2000
275
450
3000
150
350
575
750
950
4000
225
450
750
975
1225
3000
5000
375
675
650
1150
5000 & above
250
500
800
1075
1350
10000 & above
1125
1800
1 yr.
50
100
150
250
500
2 yr.
100
200
300
500
1000
Tata Mutual Fund
Sip Amount(Rs.)
1000
2000
3000
5000
5000 to 25000
Sip Amount(Rs.)
All Equity Schemes
3 yr
4 yr
5yr & above
150
200
275
325
425
550
500
650
800
650
875
1100
850
1100
1350
1650
2150
2500
Eligible Schemes:Magnum Equity Fund,
Magnum Global Fund, MSFU-Emerging
Businesses Fund, FMCG Fund, Pharma
Fund, IT Fund, Magnum Multiplier Plus
93, SBI Magnum Contra Fund, Magnum
Taxgain Scheme 93, Magnum Midcap
Fund, Magnum Multicap Fund, SBI PSU
Fund, Magnum COMMA Fund, SBI
Infrastructure Fund & Magnum
Balanced Fund
All Equity & Balanced Schemes
3 yr.
4 yr.
5 yr & Above
150
200
250
325
425
550
475
650
800
800
1100
1350
1650
2150
2700
Term & conditions:
1 The brokerage is applicable for AMFI /NISM certified associates registered with R R investors.
2 Associates are required to strictly adhere to code of conduct prescribed by SEBI /AMFI.
3 Inducement to investors in cash or any other form is strictly prohibited is not allowed
4 RR reserves the right to change/amend the above mentioned brokerage structure without notice.
5 The above incentive shall be paid for fresh SIP on receivable basis after 3 successful installments.
In case of SIP being discontinued / terminated ,payment default or broker change including that to direct ;the payment on incentives on such SIP will be recovered from the channel
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partner’s future brokerage payment.
7 Data provided by registrar will be final and binding for brokerage calculation.
8 The upfront brokerage will be paid as per term & conditions for upfront brokerage. Upfront on SIP may /may not be similar to lump sum investments, Pls refer to RR branch.
9 All application must bear R R ARN code and associate’s sub code. The data from registrar will be final for calculation.
10 The associates governed by all regulation of the financial market of India including SEBI, AMFI, RBI and stock exchange and to do all business within those regulation.
The associated is aware of all regulation of all the regulations and shall be liable to all the violation of any regulation , laws and undertaken to keep R R ,its employees and any affiliates
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and liabilities what so ever which may arise due to the non compilance of MF Regulations
12 Incentive paid shall be inclusive of all taxes.
13 Mutual fund investments are subject to market risk, Read all scheme related documents.