Adeethya Investments · AMFI-registered Mutual Fund Distributor · ARN-366563

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What is Expense Ratio?

A simple explanation for Indian investors — Wealth Simplified.

Quick Answer

Expense ratio is the annual fee charged by a mutual fund to manage the scheme, expressed as a percentage of assets.

Simple Explanation

It covers management and operating costs of the fund.

How It Works

It is deducted from the fund's assets and reflected in NAV over time.

Why It Matters

Costs matter for long-term investors because they reduce net returns.

Simple Example

A 1% expense ratio means roughly ₹1,000 a year on a ₹1,00,000 investment (illustrative).

Common Misconception

Lowest expense ratio alone does not decide suitability — category, risk and goals also matter.

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Adeethya Investments · AMFI-registered Mutual Fund Distributor · ARN-366563. Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.