Expense Ratio

Markets

Sebi overhauls mutual fund rules to boost transparency

Sebi has introduced new regulations effective April 1, 2026, lowering expense ratio caps for mutual funds and implementing a base expense ratio (BER) structure.

1 min read16 Jan 2026
Mutual Funds

Mutual funds wary of Sebi proposal to link fees to performance, cite complexity in calculations

Apart from varying investor entry and exit points, mutual funds are concerned about revenue uncertainty and operational challenges as the proposal aims to differentiate fund performance for investors.

4 min read24 Dec 2025
Mutual Funds

As Sebi pushes for efficiency in mutual funds ecosystem, distributors are put through the wringer

Mutual fund distributors face stagnation in growth despite a booming industry. A 2018 reduction in expense ratios and rising competition from fintech platforms have already squeezed distributor earnings—a recent proposal to reduce the ratio by 15 basis points is the latest challenge for them.

7 min read1 Dec 2025
Money

Can PPFAS' large-cap fund beat index funds on execution edge?

PPFAS MF's proposed large-cap fund will mirror Nifty 100 weights but rely on futures, merger opportunities and index-rebalancing tactics to deliver slightly better returns than index funds at similar costs.

5 min read25 Nov 2025
Markets

Sebi proposes major overhaul of mutual fund rules to cut investor costs

Regulator plans to revamp TER structure, tighten brokerage limits, and expand AMC business scope while pushing for greater fee transparency.

4 min read28 Oct 2025
Markets

Losing money in SIPs? These 5 mistakes are likely draining your returns

Systematic Investment Plans (SIPs) are effective for long-term wealth building, but investors must avoid common mistakes, such as halting SIPs during market downturns.

3 min read28 Oct 2025
Money

How to invest smarter: 5 critical mistakes investors make while selecting mutual funds and how to avoid them

Many investors make avoidable mistakes while selecting mutual funds, such as chasing past performance or ignoring costs, making diversification, clear objectives and professional advice essential for successful mutual fund investments.

2 min read2 Sep 2025
Focus

Why are New Age Investors Ditching Regular Funds?

New-age investors are moving away from regular mutual funds due to higher costs, lack of transparency, and lower control. Direct funds offer lower fees, better returns, and complete investment control.

5 min read26 Aug 2025
Money

The road to returns: Why cheaper isn't always better in passive funds or in life

When investors evaluate passive funds, they often zero in on one number: the expense ratio. It's tempting to think that a lower fee logically leads to better returns. But this is only part of the story. What if a fund doesn't do a good job of tracking the index it's supposed to follow?

3 min read16 Jul 2025
Money

Expense ratio: How to get the most out of your mutual fund investment?

The expense ratio of a mutual fund is an important factor to consider when investing. It measures the percentage of assets taken out as fees each year and can vary greatly depending on the type of fund.

4 min read19 Feb 2023