Mutual Fund / SIP Calculator
Fund growth with monthly contributions and fee drag.
Result
Balance (after fees)$321,473.53
Total invested$130,000.00
Gain$191,473.53
Fee cost over period$22,304.70
Mutual Fund / SIP Calculator — FAQs
Why does the expense ratio matter?
A 0.5% annual drag compounds — on $10k + $500/mo over 20 yrs at 8%, fees cost ~$9k vs a zero-fee fund.
What is an expense ratio?
The annual fund fee as % of assets — index funds run 0.03–0.2%, active funds 0.5–1%+. At 1% it silently takes ~20% of your returns over 30 years.
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