कोशिश गोल्ड - मुक्त
Base Expense Ratio
Outlook Money
|February 2026
The Securities and Exchange Board of India (Sebi) has changed how mutual fund expenses are disclosed by introducing the base expense ratio (BER). Sebi approved the change on December 17, 2025, under the new Sebi (Mutual Funds) Regulations, 2026. Previously, investors kept a track of their mutual fund expenses through the total expense ratio (TER), which combined fund management fees with taxes and statutory charges, such as goods and services tax (GST) and securities transactions tax (STT). This made it difficult for investors to see what fund houses actually charged. In contrast, BER includes only the core expenses of running a mutual fund scheme, and statutory charges are disclosed separately.
The Securities and Exchange Board of India (Sebi) has changed how mutual fund expenses are disclosed by introducing the base expense ratio (BER). Sebi approved the change on December 17, 2025, under the new Sebi (Mutual Funds) Regulations, 2026. Previously, investors kept a track of their mutual fund expenses through the total expense ratio (TER), which combined fund management fees with taxes and statutory charges, such as goods and services tax (GST) and securities transactions tax (STT). This made it difficult for investors to see what fund houses actually charged. In contrast, BER includes only the core expenses of running a mutual fund scheme, and statutory charges are disclosed separately.
WHAT IS INCLUDED IN BER?
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Base Expense Ratio
The Securities and Exchange Board of India (Sebi) has changed how mutual fund expenses are disclosed by introducing the base expense ratio (BER). Sebi approved the change on December 17, 2025, under the new Sebi (Mutual Funds) Regulations, 2026. Previously, investors kept a track of their mutual fund expenses through the total expense ratio (TER), which combined fund management fees with taxes and statutory charges, such as goods and services tax (GST) and securities transactions tax (STT). This made it difficult for investors to see what fund houses actually charged. In contrast, BER includes only the core expenses of running a mutual fund scheme, and statutory charges are disclosed separately.
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