MF Expense Ratio Impact Calculator
Compare long-term cost drag.
MF Expense Ratio Impact Calculator
Year by year
| Value | Alt | |
|---|---|---|
| Year 0 | ₹5,00,000 | ₹5,00,000 |
| Year 1 | ₹5,58,000 | ₹5,51,000 |
| Year 2 | ₹6,22,728 | ₹6,07,202 |
| Year 3 | ₹6,94,964 | ₹6,69,137 |
| Year 4 | ₹7,75,580 | ₹7,37,389 |
| Year 5 | ₹8,65,548 | ₹8,12,602 |
| Year 6 | ₹9,65,951 | ₹8,95,488 |
| Year 7 | ₹10,78,002 | ₹9,86,827 |
| Year 8 | ₹12,03,050 | ₹10,87,484 |
| Year 9 | ₹13,42,603 | ₹11,98,407 |
| Year 10 | ₹14,98,345 | ₹13,20,645 |
| Year 11 | ₹16,72,154 | ₹14,55,350 |
| Year 12 | ₹18,66,123 | ₹16,03,796 |
| Year 13 | ₹20,82,594 | ₹17,67,383 |
| Year 14 | ₹23,24,174 | ₹19,47,656 |
| Year 15 | ₹25,93,779 | ₹21,46,317 |
| Year 16 | ₹28,94,657 | ₹23,65,242 |
| Year 17 | ₹32,30,437 | ₹26,06,496 |
| Year 18 | ₹36,05,168 | ₹28,72,359 |
| Year 19 | ₹40,23,367 | ₹31,65,340 |
| Year 20 | ₹44,90,078 | ₹34,88,204 |
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About this calculator
Use this calculator to compare long-term cost drag. It works from Investment Amount, Gross Return, Low Expense and High Expense, so you can adjust inputs and immediately see how the outcome changes.
- Compare the wealth impact of different expense ratios over long periods.
- See how a small ongoing cost difference compounds over time.
- Use it when choosing between similar mutual funds or portfolio products.
This calculator is an illustration based on the inputs you provide and the assumptions stated above. It is not a recommendation, a projection of actual returns, or a guarantee of any outcome. Actual results will differ. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Curious how this looks on your portfolio?
Our team can run these numbers against your real holdings, goals and timeline.