DEMO MODE -- Using simulated data. Connect backend for live data.
In Progress
Lead: Arjun KumarTeam: 8 membersStarted: 15 Jan 2026Due:30 Apr 2026

TER & Expense Analyzer

SEBI TER Norms

SEBI-compliant Total Expense Ratio computation, slab analysis, and expense monitoring

Avg Equity TER

1.82%

Across all equity schemes

Avg Debt TER

0.95%

Across all debt schemes

TER Alerts

12

Anomalies detected this quarter

Savings Identified

₹3.2 Cr

Potential savings via optimization

SEBI TER Slab Calculator

Enter AUM in Crores to compute the weighted average TER per SEBI slab structure (Regulation 52)

Cr
Computation Result

Weighted Avg TER

1.5008%

Total Annual Expense

186.85 Cr

Quick presets:

Step-by-Step Slab Breakdown

SlabAUM in SlabRateExpense
First 500 Cr500 Cr2.25%11.25 Cr
Next 250 Cr250 Cr2.00%5.00 Cr
Next 1,250 Cr1,250 Cr1.75%21.88 Cr
Next 3,000 Cr3,000 Cr1.60%48.00 Cr
Next 5,000 Cr5,000 Cr1.50%75.00 Cr
Next 40,000 Cr2,450 Cr1.05%25.73 Cr
Total12,450 Cr1.5008%186.85 Cr

Expense Breakdown by Scheme

Stacked breakdown: Management Fee, Custodian, Registrar, Audit, Brokerage, Other

Peer TER Comparison

TER of similar Large Cap schemes for competitive benchmarking

Finversal scheme
Peer schemes

TER Anomaly Register

Detected deviations between expected and actual TER across schemes

Scheme
Month
Expected TER
Actual TER
Deviation
Status
Finversal Banking & Financial Services FundMar 20261.88%1.95%+0.07%Flagged
Finversal Mid Cap Opportunities FundMar 20261.85%1.92%+0.07%Under Review
Finversal Infrastructure FundFeb 20261.82%1.88%+0.06%Explained
Finversal Small Cap FundFeb 20261.92%1.98%+0.06%Flagged
Finversal Focused Equity FundJan 20261.76%1.82%+0.06%Explained
Finversal Multi Cap FundJan 20261.72%1.78%+0.06%Under Review
Finversal Large Cap Growth FundMar 20261.66%1.72%+0.06%Flagged
Finversal Large & Mid Cap FundFeb 20261.70%1.76%+0.06%Explained

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