Regular AnalysisEvery regular plan pays a commission.It comes out of your returns.
What the commission costs you a year, how those funds have done against their direct plans, and a tax-aware plan for switching across.
Commission, year by year
Tax-aware switch plan
SEBI Registered Investment Advisor
Portfolio Cost
You pay about 0.86% of your fund value in fees every year.
≈ ₹16,834 a year on the analyzed holdings
Your weighted expense ratio
0.86%Across every fund you hold, weighted by how much sits in each.
A Hexa portfolio, same risk
0.73%What the same exposure costs on direct plans, before any commission.
What you get
Every regular plan, priced
The commission built into each regular-plan holding, and what it adds up to a year.
How those funds have performed against their direct equivalents.
A switch plan that accounts for exit loads and capital gains before it moves anything.
Portfolio Cost
You pay about 0.86% of your fund value in fees every year.
≈ ₹16,834 a year on the analyzed holdings
Your weighted expense ratio
0.86%Across every fund you hold, weighted by how much sits in each.
A Hexa portfolio, same risk
0.73%What the same exposure costs on direct plans, before any commission.
What you get
Every regular plan, priced
The commission built into each regular-plan holding, and what it adds up to a year.
How those funds have performed against their direct equivalents.
A switch plan that accounts for exit loads and capital gains before it moves anything.
Figures shown are a sample. Your own numbers appear once you sign in.
Company
Hexawealth Financial Technologies Private Limited
GST Identification Number: 36AAGCH7310F1ZT
SEBI Registration No.: INA000019080
Registration Validity: Registration valid till cancelled or suspended
CIN: U66190TS2023PTC171856
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Corporate Address
T-Hub Phase 2, 6th Floor, 20, Inorbit Mall Rd, Vittal Rao Nagar, Madhapur, Hyderabad, Telangana 500081
SEBI Chennai Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002, Tamil Nadu Tel. Board: +91-44- 28880222 / 28526686 Fax : +91-44 -28880333 E-mail : sebisro@sebi.gov.in
Investment in the securities market are subject to market risks. Read all the related documents carefully before investing. Your relationship with the Company will be governed by the Investment Advisory Agreement signed with you and the terms of use of this site. The Investment Adviser shall not incur any liability by reason of any loss, which a client may suffer by reason of any depletion in the value of the assets under advice, which may result by reason of fluctuation in asset value, or by reason of non-performance or under-performance of the securities/funds or any other market conditions.
HexaWealth is a brand name owned and operated by HEXAWEALTH FINANCIAL TECHNOLOGIES PRIVATE LIMITED, a SEBI-registered Investment Adviser (Registration No: INA000019080). Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance or returns. Investments are subject to market risks, read all related documents carefully
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