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To provide transparency and clarity on TER (Total Expense Ratio) being charged to investors in a mutual fund scheme, the Securities Exchange Board of India (Sebi) has proposed several important changes, including statutory levies excluded from TER, lower brokerage and transaction cost limits, a new definition and disclosure of TER, performance-linked TER, and clarification on NFO.

TER is the total annual cost charged to investors in a mutual fund scheme. It includes management fees, operational expenses, marketing, registrar fees, and more — expressed as a percentage of the scheme’s AUM (Assets Under Management).

1. New TER Definition With A Break-Up

SEBI’s Consultation Paper on Comprehensive Review of SEBI (Mutual Funds) Regulations, 1996 has proposed a new de

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