Investing term

Expense Ratio

A plain-English definition of Expense Ratio— what it means, how it works, and a simple example.

Quick answer

The expense ratio is the annual fee a mutual fund or ETF charges to manage your money, shown as a percentage of your investment.

If a fund has a 1% expense ratio, it deducts 1% of your invested amount each year to cover management, admin and marketing costs. The fee is taken from the fund's assets, so it quietly reduces your returns rather than appearing as a separate bill.

The number sounds small but matters hugely over decades. On a ₹10 lakh investment, 1% is ₹10,000 a year, and that drag compounds as your balance grows.

This is why low-cost index funds and ETFs, often charging under 0.3%, appeal to long-term investors. Actively managed funds charge more and must beat the market by enough to justify the extra cost.

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A note on accuracy:this definition is for general education, not personalised financial or tax advice. Figures are illustrative and rules can change — confirm anything that affects a real decision.