SEBI MF Total Expense Ratio caps under Regulation 52

Sun, 17 May 2026 00:00:00 +0000

Regulation 52 of the SEBI (Mutual Funds) Regulations, 1996 establishes the Total Expense Ratio (TER) cap framework that governs the maximum annual expenses chargeable by Indian mutual fund schemes. The TER cap framework defines, by scheme type and AUM tier, the upper bound on the percentage of average daily net assets that an AMC can charge to investors as scheme expenses. The framework is one of the principal investor-protection mechanisms in Indian mutual fund regulation, designed to prevent excessive expense charges and ensure cost transparency.

PPFAS TER History per Scheme

Sat, 16 May 2026 00:00:00 +0000

The TER history per scheme of PPFAS Mutual Fund denotes the time series of total expense ratio (TER) values reported by each of the seven active schemes managed by PPFAS Asset Management Private Limited , broken down by Direct Plan and Regular Plan, from the launch date of each scheme through to May 2026. The TER is the headline annual cost charged to the unit-holders of an open-ended mutual fund scheme and includes the AMC’s investment management fee, the trustee fee, the custodian and registrar fees, and (in the Regular Plan only) the distributor trail commission . It is capped industry-wide by SEBI Regulation 52 under the SEBI Mutual Funds Regulations, 1996 , which prescribes maximum TER values on an AUM-slab basis.

Direct Plan TER on WebNotes

SEBI MF Total Expense Ratio caps under Regulation 52

PPFAS TER History per Scheme