Fees on Individual Vests

Fees on Individual Vests

Please find below the fees for different Vests available on the platform:

(last updated 1st April 2025 )

Vest Name

Vest AUM Fee

Discounted Fee (till June 2025)

Multi-Asset Class - Conservative

0.6% per year

0.05% per month

0.3% per year

0.025% per month

Multi-Asset Class - Moderate

0.6% per year

0.05% per month

0.3% per year

0.025% per month

Multi-Asset Class - Aggressive

0.6% per year

0.05% per month

0.3% per year

0.025% per month

BlackRock Smart Beta

0.6% per year

0.05% per month

0.3% per year

0.025% per month

All Weather

0.6% per year

0.05% per month

0.3% per year

0.025% per month

Swensen Portfolio

0.6% per year

0.05% per month

0.3% per year

0.025% per month

Bitcoin Vest

1% per year

0.0833% per month

0.5% per year

0.0416% per month

Moat

1% per year

0.0833% per month

0.5% per year

0.0416% per month

Deglobalization Vest

1% per year

0.0833% per month

0.5% per year

0.0416% per month

SAAS

1% per year

0.0833% per month

0.5% per year

0.0416% per month

Digital Cash

1% per year

0.0833% per month

0.5% per year

0.0416% per month

Aging Vest

1% per year

0.0833% per month

0.5% per year

0.0416% per month




    • Related Articles

    • What is the difference between Vests and mutual funds?

      Vests are similar to mutual funds in concept since they provide portfolio exposure to equities. These are baskets of stocks and/or ETFs that reflect an idea, theme or strategy. However, unlike mutual funds, Vests are: Transparent & customizable (you ...

    • How is the AUM fee on Vests calculated?

      The fees on Vests follow an AUM-based pricing model. The daily AUM of your Vest holdings and the percentage AUM applicable for the Vest are used to calculate the fee. The fee is charged monthly by considering the AUM of your holdings on each day of ...

    • Can I sell individual stocks from my own DIY Vest?

      Yes, it's possible to sell individual stocks within your DIY Vest. However, such actions will affect the performance chart of the Vest, which is designed to display the performance based on the original allocation. For an updated reflection of ...

    • Are there any account maintenance fees charged by Vested?

      There are no account maintenance fees charged by Vested. In case you are a premium member, there is a yearly subscription fee of INR 4500/-.

    • What are the fees for outgoing share transfers?

      For the fee structure of outgoing DTC/DRS/ACAT transfers, kindly refer to the attached DriveWealth's fee schedule for transfers.