https://v2.webnotes.in/tags/investor-education-funded-from/Recent content in Investor-Education-Funded-From on WebNotesHugoen-INTue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/investor-education-funded-from-ter/Tue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/investor-education-funded-from-ter/<p><strong>SEBI requires AMCs to allocate a portion of their Total Expense Ratio (TER) toward investor education initiatives.</strong> Per the framework, 2 basis points of the AMC&rsquo;s TER must be earmarked for investor-education programmes that build financial literacy among Indian retail investors. The funds support <a href="https://v2.webnotes.in/mutual-funds-sahi-hai/">Mutual Funds Sahi Hai</a> , AMC-specific initiatives, and Investor Awareness Programmes (IAPs).</p> <h2 id="framework">Framework</h2> <h3 id="mandatory-allocation">Mandatory allocation</h3> <ul> <li>2 basis points (0.02%) of TER must be allocated.</li> <li>Across all schemes within an AMC.</li> <li>Used exclusively for investor education.</li> </ul> <h3 id="permissible-uses">Permissible uses</h3> <ul> <li>AMFI&rsquo;s <a href="https://v2.webnotes.in/mutual-funds-sahi-hai/">Mutual Funds Sahi Hai</a> campaign.</li> <li>AMC-specific investor education (workshops, content).</li> <li>Investor Awareness Programmes (IAPs).</li> <li>Print, digital, video educational content.</li> <li>Financial literacy initiatives in T30 and B30 markets.</li> </ul> <h3 id="prohibition">Prohibition</h3> <ul> <li>Cannot be used for direct scheme marketing.</li> <li>Cannot be used for distributor incentives.</li> <li>Must serve broad educational purpose.</li> </ul> <h2 id="impact">Impact</h2> <h3 id="sahi-hai">Sahi Hai</h3> <p>The <a href="https://v2.webnotes.in/mutual-funds-sahi-hai/">Mutual Funds Sahi Hai</a> campaign, funded substantially from this TER allocation:</p>