Empowering you to successfully execute your key life decisions

Disclosures

Everguard revenue from AMCs for the Financial Year 2022-23

AMCSchemeBrokerage
Aditya Birla CapitalAditya Birla Sun Life Balanced Advantage Fund1,17,942.80
Aditya Birla CapitalAditya Birla Sun Life Banking & PSU Debt Fund17,293.92
Aditya Birla CapitalAditya Birla Sun Life Corporate Bond Fund20,228.47
Aditya Birla CapitalAditya Birla Sun Life Equity Hybrid’95 Fund16,961.80
Aditya Birla CapitalAditya Birla Sun Life Flexi Cap Fund71,079.25
Aditya Birla CapitalAditya Birla Sun Life Floating Rate Fund16,190.25
Aditya Birla CapitalAditya Birla Sun Life Frontline Equity Fund10.17
Aditya Birla CapitalAditya Birla Sun Life Liquid Fund3,645.66
Aditya Birla CapitalAditya Birla Sun Life Low Duration Fund7,764.76
Aditya Birla CapitalAditya Birla Sun Life Money Manager Fun8,846.27
Aditya Birla CapitalAditya Birla Sun Life Pure Value Fund11,092.67
Aditya Birla CapitalAditya Birla Sun Life Savings Fund675.85
Aditya Birla CapitalAditya Birla Sun Life Short Term Fund1,183.65
Aditya Birla CapitalAditya Birla Sun Life Tax Relief ’967,463.35`
Aditya Birla CapitalSub Total3,00,378.87
Axis Mutual FundAxis Banking & PSU Debt Fund17,596.12
Axis Mutual FundAxis Growth Opportunities Fund25.79
Axis Mutual FundAxis Liquid Fund1,403.40
Axis Mutual FundAxis Long Term Equity Fund4,904.54
Axis Mutual FundAxis Midcap Fund17,037.05
Axis Mutual FundAxis Short Term Fund14,137.81
Axis Mutual FundAxis Small Cap Fund10,766.82
Axis Mutual FundAxis Treasury Advantage Fund30,631.48
Axis Mutual FundSub Total96,503.01
Bandhan Mutual FundBandhan Banking & PSU Debt Fund1,322.08
Bandhan Mutual FundBandhan Bond Fund1,081.87
Bandhan Mutual FundBandhan Corporate Bond Fund395.02
Bandhan Mutual FundBandhan Low Duration Fund464.10
Bandhan Mutual FundBandhan Tax Advantage (ELSS) Fund413.91
Bandhan Mutual FundBandhan ULTRA SHORT TERM FUND8.50
Bandhan Mutual FundSub Total3,685.48
Canara Robeco Mutual FundCanara Robeco Bluechip Equity Fund – Regular Plan – Growth705.81
Canara Robeco Mutual FundCanara Robeco Small Cap Fund- Regular Plan – Growth option86.97
Canara Robeco Mutual FundSub Total792.78
DSP Mutual FundDSP Banking & PSU Debt Fund – Regular Plan – Growth135.88
DSP Mutual FundDSP Dynamic Asset Allocation Fund – Regular Plan – Growth3,20,855.36
DSP Mutual FundDSP Equity & Bond Fund- Regular Plan – Growth1,93,732.71
DSP Mutual FundDSP Flexi Cap Fund – Regular Plan – Growth1,019.14
DSP Mutual FundDSP Midcap Fund – Regular Plan – Growth60,499.00
DSP Mutual FundDSP Small Cap Fund – Regular – Growth1,748.79
DSP Mutual FundDSP Tax Saver Fund – Regular Plan – Growth14,651.76
DSP Mutual FundSub Total5,92,642.64
Franklin TempletonFranklin India Prima Fund-Growth3,690.92
Franklin TempletonFranklin India Smaller Companies Fund-Growth62,589.35
Franklin TempletonSub Total66,280.27
HDFC Mutual FundHDFC Capital Builder Value Fund – Growth Option39,276.15
HDFC Mutual FundHDFC Corporate Bond Fund – Growth Option3,166.35
HDFC Mutual FundHDFC Equity Savings Fund -GROWTH87,858.41
HDFC Mutual FundHDFC Hybrid Equity Fund-Growth64,303.26
HDFC Mutual FundHDFC Large and Mid Cap Fund – IDCW Option12.16
HDFC Mutual FundHDFC Mid-Cap Opportunities Fund – Growth Plan6,822.50
HDFC Mutual FundHDFC Money Market Fund – Growth Option816.21
HDFC Mutual FundHDFC Short Term Debt Fund – Growth Option10,795.00
HDFC Mutual FundHDFC Small Cap Fund – Regular Growth Plan5,042.99
HDFC Mutual FundHDFC Ultra Short Term Fund-Growth Option411.41
HDFC Mutual FundSub Total2,18,504.44
HSBC Mutual FundHSBC Aggressive Hybrid Fund – Regular Growth18,870.00
HSBC Mutual FundHSBC ELSS Fund – Regular Growth1,235.46
HSBC Mutual FundHSBC Flexi Cap Fund – Regular Growth309.15
HSBC Mutual FundHSBC Midcap Fund – Regular Growth13,597.47
HSBC Mutual FundHSBC Value Fund – Regular Growth7,538.06
HSBC Mutual FundSub Total41,550.14
ICICI Prudential MFICICI Prudential Asset Allocator Fund (FOF) – Growth3,06,300.88
ICICI Prudential MFICICI Prudential Balanced Advantage Fund – Growth1,45,946.49
ICICI Prudential MFICICI Prudential Banking and PSU Debt Fund – Growth1,979.53
ICICI Prudential MFICICI Prudential Equity & Debt Fund – Growth94,482.02
ICICI Prudential MFICICI Prudential Equity Savings Fund – Cumulative option53,194.54
ICICI Prudential MFICICI Prudential Liquid Fund – Growth2,918.84
ICICI Prudential MFICICI Prudential Money Market Fund Option – Growth385.27
ICICI Prudential MFICICI Prudential Multi-Asset Fund – Growth3,596.01
ICICI Prudential MFICICI Prudential Multicap Fund – Growth37.47
ICICI Prudential MFICICI Prudential NASDAQ 100 Index Fund – Growth63.20
ICICI Prudential MFICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund – Cumulative Option12.82
ICICI Prudential MFICICI Prudential Savings Fund – Growth4,984.14
ICICI Prudential MFICICI Prudential Value Discovery Fund – Growth0.39
ICICI Prudential MFSub Total6,13,901.60
IDFC Mutual FundIDFC Banking & PSU Debt Fund-Regular Plan- Growth Option14,490.36
IDFC Mutual FundIDFC Bond Fund – Short Term Plan – Regular Plan-Growth14,438.59
IDFC Mutual FundIDFC Corporate Bond Fund – Regular Growth3,272.19
IDFC Mutual FundIDFC Low Duration Fund -Regular Plan- Growth5,242.23
IDFC Mutual FundIDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth3,911.61
IDFC Mutual FundIDFC ULTRA SHORT TERM FUND – REGULAR PLAN – GROWTH304.67
IDFC Mutual FundSub Total41,659.65
Invesco Mutual FundInvesco India Tax Plan – Growth1,714.26
Invesco Mutual FundSub Total1,714.26
Kotak Mutual FundKotak Corporate Bond Fund- Regular Plan-Growth Option17,728.35
Kotak Mutual FundKotak Emerging Equity Scheme – Growth74,793.54
Kotak Mutual FundKotak Equity Arbitrage Fund – Growth1,811.25
Kotak Mutual FundKotak Equity Hybrid – Growth97,010.30
Kotak Mutual FundKotak Equity Opportunities Fund – Growth20,151.31
Kotak Mutual FundKotak Equity Savings Fund – Regular – Growth2,77,252.58
Kotak Mutual FundKotak Flexicap Fund – Growth36,105.14
Kotak Mutual FundKotak Infrastructure & Economic Reform Fund – Standard Plan-Growth16.34
Kotak Mutual FundKotak Money Market Scheme – (Growth)1,061.97
Kotak Mutual FundKotak Tax Saver-Scheme-Growth136.57
Kotak Mutual FundKotak-Small Cap Fund – Growth8,226.81
Kotak Mutual FundSub Total5,34,294.16
L&T Mutual FundL&T Flexicap Fund-Regular Plan-Growth Option551.02
L&T Mutual FundL&T Hybrid Equity Fund- Regular Plan – Growth38,101.32
L&T Mutual FundL&T India Value Fund-Regular Plan-Growth Option12,948.95
L&T Mutual FundL&T Mid Cap Fund-Regular Plan-Growth28,255.57
L&T Mutual FundL&T Tax Advantage Fund-Regular Plan-Growth2,260.50
L&T Mutual FundSub Total82,117.36
Mirae Asset Mutual FundMirae Asset Emerging Bluechip Fund – Regular Plan – Growth Option1,029.01
Mirae Asset Mutual FundMirae Asset Midcap Fund – Regular Plan244.48
Mirae Asset Mutual FundMirae Asset Savings Fund-Regular Savings Plan- Growth12.55
Mirae Asset Mutual FundSub Total1,286.04
Motilal Oswal AMCMotilal Oswal Large and Midcap Fund – Regular Plan Growth90.86
Motilal Oswal AMCMotilal Oswal Midcap Fund-Regular Plan-Growth Option312.18
Motilal Oswal AMCSub Total403.04
Nippon India MFNippon India Corporate Bond Fund – Growth Plan – Growth Option871.66
Nippon India MFNippon India Floating Rate Fund – Growth Plan-Growth Option2,130.24
Nippon India MFNippon India Gold Savings Fund-Growth plan- Growth Option391.52
Nippon India MFNippon India Growth Fund-Growth Plan-Growth Option5,221.80
Nippon India MFNippon India Money Market Fund-Growth Plan-Growth Option3,639.98
Nippon India MFNippon India Small Cap Fund – Growth Plan – Growth Option5.35
Nippon India MFNippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option989.94
Nippon India MFNippon India Value Fund- Growth Plan7,246.28
Nippon India MFSub Total20,496.77
PGIM India Mutual FundPGIM India Flexi Cap Fund – Regular Plan – Growth Option4,549.71
PGIM India Mutual FundSub Total4,549.71
Quant Mutual FundQuant Large & Mid Cap Fund – IDCW Option – Regular Plan960.31
Quant Mutual FundQuant Small Cap Fund – IDCW Option – Regular Plan629.77
Quant Mutual FundSub Total1,590.08
SBI Mutual FundSBI Conservative Hybrid Fund – REGULAR PLAN – GROWTH2,637.74
SBI Mutual FundSBI CONTRA FUND – REGULAR PLAN -GROWTH166.68
SBI Mutual FundSBI EQUITY HYBRID FUND – REGULAR PLAN -Growth1,34,628.22
SBI Mutual FundSBI Equity Savings Fund – Regular Plan – Growth16,393.05
SBI Mutual FundSBI Flexicap Fund – REGULAR PLAN -Growth Option1,14,649.12
SBI Mutual FundSBI FOCUSED EQUITY FUND – REGULAR PLAN -GROWTH1,810.08
SBI Mutual FundSBI MAGNUM LOW DURATION FUND – REGULAR PLAN – GROWTH13,078.43
SBI Mutual FundSBI MAGNUM ULTRA SHORT DURATION FUND – REGULAR PLAN – GROWTH379.62
SBI Mutual FundSBI SHORT TERM DEBT FUND – REGULAR PLAN -GROWTH6,891.91
SBI Mutual FundSBI Small Cap Fund – Regular Plan – Growth48,814.12
SBI Mutual FundSub Total3,39,448.97
Tata Mutual FundTata Equity P/E Fund Regular Plan -(Growth Option)86,998.47
Tata Mutual FundSub Total86,998.47
UTI Mutual FundUTI – Treasury Advantage Fund – Regular Plan – Growth Option3,647.72
UTI Mutual FundUTI Banking & PSU Debt Fund- Regular Plan – Growth Option9.46
UTI Mutual FundUTI Flexi Cap Fund-Growth Option1,37,651.98
UTI Mutual FundUTI MMF – Regular Plan – Growth Option3,139.48
UTI Mutual FundUTI Nifty 50 Index Fund – Regular Plan – Growth Option0.83
UTI Mutual FundUTI Value Opportunities Fund- Regular Plan – Growth Option36,472.59
UTI Mutual FundSub Total1,80,922.06

Everguard revenue from AMCs for the Financial Year 2021-22

AMCSchemeBrokerage
Aditya Birla CapitalAditya Birla Sun Life Balanced Advantage Fund – Regular Plan – Growth Option10,840.29
Aditya Birla CapitalAditya Birla Sun Life Banking & PSU Debt Fund – Regular Plan-Growth19,944.62
Aditya Birla CapitalAditya Birla Sun Life Corporate Bond Fund – Growth – Regular Plan23,194.89
Aditya Birla CapitalAditya Birla Sun Life Equity Hybrid’95 Fund – Regular Plan-Growth14,654.76
Aditya Birla CapitalAditya Birla Sun Life Flexi Cap Fund – Growth – Regular Plan39,440.62
Aditya Birla CapitalAditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth653.46
Aditya Birla CapitalAditya Birla Sun Life Frontline Equity Fund-Growth26.35
Aditya Birla CapitalAditya Birla Sun Life Liquid Fund – Growth445.37
Aditya Birla CapitalAditya Birla Sun Life Low Duration Fund – Growth Plan14,528.80
Aditya Birla CapitalAditya Birla Sun Life Money Manager Fund – Growth2,653.11
Aditya Birla CapitalAditya Birla Sun Life Pure Value Fund – Growth Option10,721.83
Aditya Birla CapitalAditya Birla Sun Life Savings Fund – Growth – Regular Plan1,322.66
Aditya Birla CapitalAditya Birla Sun Life Short Term Fund – Growth – Regular Plan514.79
Aditya Birla CapitalAditya Birla Sun Life Tax Relief ’96 – Growth Option8,885.54
Aditya Birla CapitalSub Total1,47,601.93
Axis Mutual FundAxis Banking & PSU Debt Fund – Regular Plan – Growth option19,961.43
Axis Mutual FundAxis Growth Opportunities Fund – Regular Plan – Growth29.23
Axis Mutual FundAxis Liquid Fund – Regular Plan – Growth Option360.10
Axis Mutual FundAxis Long Term Equity Fund – Regular Plan – Growth3,970.61
Axis Mutual FundAxis Midcap Fund – Regular Plan – Growth300.59
Axis Mutual FundAxis Short Term Fund – Regular Plan – Growth Option7,085.70
Axis Mutual FundAxis Small Cap Fund – Regular Plan – Growth4,573.36
Axis Mutual FundAxis Treasury Advantage Fund – Regular Plan – Growth Option31,219.77
Axis Mutual FundSub Total67,487.48
Canara Robeco Mutual FundCanara Robeco Flexi Cap Fund – Regular Plan – Growth27.62
Canara Robeco Mutual FundCANARA ROBECO SMALL CAP FUND – REGULAR PLAN – IDCW (Payout/Reinvestment)202.28
Canara Robeco Mutual FundCanara Robeco Small Cap Fund- Regular Plan – Growth option205.75
Canara Robeco Mutual FundSub Total435.65
DSP Mutual FundDSP Dynamic Asset Allocation Fund – Regular Plan – Growth2,40,719.52
DSP Mutual FundDSP Equity & Bond Fund- Regular Plan – Growth79,753.44
DSP Mutual FundDSP Flexi Cap Fund – Regular Plan – Growth460.70
DSP Mutual FundDSP Midcap Fund – Regular Plan – Growth30,938.61
DSP Mutual FundDSP Small Cap Fund – Regular – Growth1,483.06
DSP Mutual FundDSP Tax Saver Fund – Regular Plan – Growth8,829.14
DSP Mutual FundSub Total3,62,182.81
Franklin TempletonFranklin India Prima Fund-Growth2,232.59
Franklin TempletonFranklin India Smaller Companies Fund-Growth53,784.42
Franklin TempletonSub Total56,017.01
HDFC Mutual FundHDFC Balanced Fund – Growth Option4,575.59
HDFC Mutual FundHDFC Capital Builder Value Fund – Growth Option28,556.33
HDFC Mutual FundHDFC Corporate Bond Fund – Growth Option6,499.39
HDFC Mutual FundHDFC Equity Savings Fund -GROWTH73,472.63
HDFC Mutual FundHDFC Hybrid Equity Fund-Growth45,932.49
HDFC Mutual FundHDFC MID-CAP OPPORTUNITIES FUND – Growth Option3,287.38
HDFC Mutual FundHDFC Mid-Cap Opportunities Fund – Growth Plan1,923.70
HDFC Mutual FundHDFC Money Market Fund – Growth Option746.36
HDFC Mutual FundHDFC Short Term Debt Fund – Growth Option23,197.10
HDFC Mutual FundHDFC Small Cap Fund – Regular Growth Plan3,880.48
HDFC Mutual FundHDFC Ultra Short Term Fund-Growth Option245.44
HDFC Mutual FundSub Total1,92,218.14
ICICI Prudential Mutual FundICICI Prudential Asset Allocator Fund (FOF) – Growth1,68,507.48
ICICI Prudential Mutual FundICICI Prudential Balanced Advantage Fund – Growth1,35,221.16
ICICI Prudential Mutual FundICICI Prudential Banking and PSU Debt Fund – Growth3,864.40
ICICI Prudential Mutual FundICICI Prudential Equity & Debt Fund – Growth70,612.92
ICICI Prudential Mutual FundICICI Prudential Equity Savings Fund – Cumulative option92,774.17
ICICI Prudential Mutual FundICICI Prudential Liquid Fund – Growth905.31
ICICI Prudential Mutual FundICICI Prudential Money Market Fund Option – Growth242.23
ICICI Prudential Mutual FundICICI Prudential Savings Fund – Growth5,490.72
ICICI Prudential Mutual FundSub Total4,77,609.51
IDFC Mutual FundIDFC Banking & PSU Debt Fund-Regular Plan- Growth Option17,058.55
IDFC Mutual FundIDFC Bond Fund – Short Term Plan – Regular Plan-Growth28,693.71
IDFC Mutual FundIDFC Corporate Bond Fund – Regular Growth1424.15
IDFC Mutual FundIDFC Low Duration Fund -Regular Plan- Growth6,900.38
IDFC Mutual FundIDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth901.36
IDFC Mutual FundIDFC ULTRA SHORT TERM FUND – REGULAR PLAN – GROWTH179.30
IDFC Mutual FundSub Total55,157.45
Invesco Mutual FundInvesco India Smallcap Fund – Regular Plan – Growth12.68
Invesco Mutual FundInvesco India Tax Plan – Growth1,743.93
Invesco Mutual FundSub Total1,756.61
Kotak Mutual FundKotak Balanced Advantage Fund -Regular Plan – Growth Option148.83
Kotak Mutual FundKotak Corporate Bond Fund- Regular Plan-Growth Option22,113.82
Kotak Mutual FundKotak Emerging Equity Scheme – Growth38,801.91
Kotak Mutual FundKotak Equity Hybrid – Growth2,021.91
Kotak Mutual FundKotak Equity Opportunities Fund – Growth1,796.77
Kotak Mutual FundKotak Equity Savings Fund – Regular – Growth1,80,608.61
Kotak Mutual FundKotak Flexicap Fund – Growth17,835.14
Kotak Mutual FundKotak Low Duration Fund- Regular Plan-Growth Option515.94
Kotak Mutual FundKotak-Small Cap Fund – Growth576.12
Kotak Mutual FundSub Total2,64,364.71
L&T Mutual FundL&T Flexicap Fund-Regular Plan-Growth Option710.21
L&T Mutual FundL&T Focused Equity Fund – Regular Plan – Growth Option31.63
L&T Mutual FundL&T Hybrid Equity Fund- Regular Plan – Growth50,830.77
L&T Mutual FundL&T India Value Fund-Regular Plan-Growth Option15,131.79
L&T Mutual FundL&T Mid Cap Fund-Regular Plan-Growth40,592.88
L&T Mutual FundL&T Tax Advantage Fund-Regular Plan-Growth2,780.68
L&T Mutual FundSub Total1,10,077.96
Mirae Asset Mutual FundMirae Asset Emerging Bluechip Fund – Regular Plan – Growth Option764.55
Mirae Asset Mutual FundMirae Asset Midcap Fund – Regular Plan213.71
Mirae Asset Mutual FundMirae Asset Savings Fund-Regular Savings Plan- Growth15.37
Mirae Asset Mutual FundMirae Asset Tax Saver Fund-Regular Plan-Growth296.62
Mirae Asset Mutual FundSub Total1,290.25
Nippon India Mutual FundNippon India Gold Savings Fund-Growth plan- Growth Option87.74
Nippon India Mutual FundNippon India Small Cap Fund – Growth Plan – Growth Option209.92
Nippon India Mutual FundNippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option160.16
Nippon India Mutual FundNippon India Value Fund- Growth Plan21.71
Nippon India Mutual FundSub Total470.83
PGIM India Mutual FundPGIM India Flexi Cap Fund – Regular Plan – Growth Option2,368.82
PGIM India Mutual FundPGIM India Insta Cash Fund -Growth1.28
PGIM India Mutual FundSub Total2,370.10
SBI Mutual FundSBI EQUITY HYBRID FUND – REGULAR PLAN -Growth63,936.81
SBI Mutual FundSBI Flexicap Fund – REGULAR PLAN -Growth Option42,799.18
SBI Mutual FundSBI FOCUSED EQUITY FUND – REGULAR PLAN -GROWTH149.85
SBI Mutual FundSBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth33.84
SBI Mutual FundSBI MAGNUM LOW DURATION FUND – REGULAR PLAN – GROWTH19,675.33
SBI Mutual FundSBI MAGNUM ULTRA SHORT DURATION FUND – REGULAR PLAN – GROWTH1,710.61
SBI Mutual FundSBI SHORT TERM DEBT FUND – REGULAR PLAN -GROWTH1,620.07
SBI Mutual FundSBI Small Cap Fund – Regular Plan – Growth24,320.56
SBI Mutual FundSub Total1,54,246.25
Tata Mutual FundTata Equity P/E Fund Regular Plan -(Growth Option)56,607.83
Tata Mutual FundTata Short Term Bond Fund -Regular Plan- Growth Option47.47
Tata Mutual FundSub Total56,655.30
UTI Mutual FundUTI Banking & PSU Debt Fund- Regular Plan – Growth Option95.39
UTI Mutual FundUTI Flexi Cap Fund-Growth Option55,701.62
UTI Mutual FundUTI Value Opportunities Fund- Regular Plan – Growth Option9,162.69
UTI Mutual FundSub Total64,959.70