Ch.7 · Total Expense Ratio Limits · medium

What are the maximum TER limits for debt schemes compared to equity schemes?

0% of students got this wrong

EXPLANATION

Debt scheme TER limits are lower than equity at each AUM slab — reflecting lower management costs and distributor margins in debt vs equity. The maximum for debt is 2.00% for first ₹500 crore (vs 2.25% for equity), stepping down similarly as AUM increases. Liquid and overnight funds have the lowest TER limits among all categories.

Practising Chapter 7 one question at a time?

Try the full chapter — 80 questions, tracked score, weak area breakdown.