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#Total Expense Ratio

2 articles

Mutual Funds

Direct vs. Regular Mutual Funds: Quantifying the Expense Ratio Advantage

Direct mutual funds consistently outperform regular plans by 0.50-1.10% annually due to lower Total Expense Ratios (TER), a difference that compounds significantly over long investment horizons as per SEBI guidelines.

#Direct Mutual Fund #Regular Mutual Fund #Total Expense Ratio

Deepak Jha27 July 20269 min read

Mutual Funds

TER in Mutual Funds Calculation: SEBI Rules 2026 Explained

TER is calculated by dividing annual operating costs by average daily net assets. SEBI caps equity TER at 2.25%. A 0.10% TER difference costs ₹1.4 lakh on ₹10 lakh over 20 years.

#TER #Total Expense Ratio #Mutual Fund Costs

Deepak Jha19 May 202612 min read