Articles tagged “TER”
13 articles.
2026 (13)
- How to migrate from regular plan to direct plan (cross-platform)
Comprehensive guide to migrating from regular plan to direct plan mutual fund holdings in India: the operational mechanics across all major platforms …
- Direct vs Regular plan TER
The direct plan vs regular plan TER differential is the structural cost difference between two share classes of every Indian mutual fund scheme. Direct plans …
- How to decide between direct plan and regular plan (mutual fund)
Step-by-step decision framework for choosing between direct plan and regular plan for mutual fund investing in India. Covers the TER difference, the long-term …
- TER regulation and slabs for Indian mutual funds
Total Expense Ratio (TER) is the annual percentage of scheme AUM charged by mutual fund AMCs as fees and operational costs. SEBI prescribes maximum TER caps by …
- Total Expense Ratio (TER) in mutual funds
Total Expense Ratio (TER) is the annual percentage of scheme AUM charged by mutual fund AMCs as fees and operational costs. Covers the TER components, the SEBI …
- Total Expense Ratio of Indian mutual funds
Encyclopedic reference on the Total Expense Ratio (TER) framework for Indian mutual funds under SEBI Regulation 52, including slab structure, components, the …
- Trail commission in mutual funds
Encyclopedic reference on trail commission paid to mutual fund distributors in India. Covers the trail-commission framework as an ongoing recurring fee paid by …
- Mutual fund fund accountant (India)
Fund accountant role for Indian mutual funds. Daily NAV computation under SEBI Regulation 47 to 50, valuation norms, TER accounting, IDCW distribution.
- Direct vs regular plan TER differential in mutual funds
The TER differential between a mutual fund's direct plan and its regular plan measures the embedded distributor commission in the regular plan. In Indian equity …
- Direct-to-regular and regular-to-direct switch implications
Reference on switching between direct and regular plans of the same mutual fund scheme in India: tax treatment, TER differential, trail commission implications, …
- GST on mutual fund management fees
Goods and Services Tax (GST) at 18 per cent applies to the investment management fee component of a mutual fund's total expense ratio. It is embedded within the …
- Investor Education from TER: How Mutual Fund Fees Fund Financial Literacy in India
How SEBI mandates a portion of the Total Expense Ratio (TER) collected by Indian mutual funds to be allocated to investor education and awareness initiatives, …
- Total expense ratio in mutual funds
The total expense ratio (TER) is the annual cost a mutual fund charges unitholders as a percentage of its average daily net assets, covering management fees, …