SIP EXPENSE RATIO CALCULATOR
Capital: ₹0.00
Duration: 0 Yrs.
Estimated MF Expense Cost: ₹0.00
Expected Ex. Ratio Adjusted Return: ₹0.00
⚠️ Disclaimer: The above figures and calculations are only indicative amounts.
MF Expense Ratio Calculator – Details
Investing in mutual funds can help you grow your wealth. However, you should consider the costs, especially the expense ratio. Our Mutual Fund Expense Ratio Calculator shows how these fees affect your returns, helping you make better investment choices.
How It Works – MF Expense Ratio Formula
The calculator follows a straightforward process to provide you with an expected return after adjusting for the mutual fund expense ratio. Here’s how it breaks down the calculations:
- Total Investment Calculation:
Total Investment = Initial Capital + (Recurring Investment × Total Duration) - Future Value Calculation
Future Value = Total Investment × (1+Rate of Growth)(Total Duration in Months/12)
This formula assumes the growth rate is compounded annually. - Mutual Fund Expense Cost Calculation
MF Expense Cost = Future Value×Expense Ratio - Expected Return Calculation
Expected Return = Future Value − MF Expense Cost
Example Calculation
To illustrate how this works, let’s consider an example:
- Initial Capital: ₹10,000
- Recurring Investment: ₹10,000 monthly
- Duration: 10 years
- Rate of Growth: 15% annually
- Expense Ratio: 0.9%
Using these inputs, the calculator will calculate(approx):
- Total Investment: ₹1,210,000
- Future Value: Approximately ₹4,896,133.6
- MF Expense Cost: ₹44,065.20
- Expected Return: Approximately ₹4,852,068.4
Why Use This MF Expense Ratio Calculator?
Understanding the impact of expense ratios can significantly influence your investment strategy. By using our Mutual Fund Expense Ratio Calculator:
- You can see how much your returns may decrease due to fees.
- You gain insights into how to maximize your investment growth.
- You can make more educated decisions about your mutual fund options.
Use our Mutual Fund Expense Ratio Calculator now.