Mutual Fund Returns Calculator India
Mutual Fund Returns India
Calculate mutual fund returns in India accounting for expense ratio and exit load on investment performance
Rs.
years
%
%
Formula
Net Return = Gross Return - Expense Ratio; Net Value = Investment x (1 + Net Return) ^ Years
Frequently Asked Questions
What is a good expense ratio for mutual funds in India?
For actively managed equity funds, an expense ratio below 1.5 percent is considered reasonable. Index funds and ETFs typically have expense ratios below 0.5 percent, making them cost-effective options.
How does the expense ratio affect long-term returns?
Even a small difference in expense ratio can significantly impact long-term returns due to compounding. A 1 percent higher expense ratio on a Rs. 10 lakh investment over 20 years can cost several lakhs in lost returns.
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