Expense Ratio Calculator
Calculate the expense ratio impact on your mutual fund investment and understand how it affects your returns.
What Is Expense Ratio?
Expense ratio is the annual fee charged by mutual funds to manage your investment. It includes fund management fees, administrative costs, and other expenses.
Why Expense Ratio Matters
- Directly reduces your investment returns
- Higher expense ratios eat into long-term gains
- Lower expense ratios are better for long-term investors
What Is a Good Expense Ratio?
For equity mutual funds, an expense ratio below 1% is generally considered good, while index funds usually have much lower expense ratios.