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Expense Ratio Calculator – What Fund Costs Take From You

See what a fund's expense ratio costs in rupees over the years – and what the gap between two expense ratios compounds into on a SIP or lumpsum.

Last reviewed: · Methodology: India-first (FY 2026-27 · Budget 2024 LTCG).

₹25,000

15 yrs

12% / yr

1.00% / yr

Direct index funds run 0.1–0.4%; active direct equity funds 0.5–1.2%; regular plans 1.5–2.4%. Every fund’s exact figure is on its page under Key facts.

What you keep
₹1,09,26,800
At zero cost (hypothetical)
₹1,18,98,285
Taken by the expense ratio
₹9,71,485
Amount invested
₹45,00,000

The cost is charged on your whole balance every year, so it compounds against you: here it adds up to 8.2% of the zero-cost outcome. Costs are certain; returns are not — which is why the expense ratio is the one number you fully control.

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How to use the Expense Ratio calculator

See what a mutual fund's expense ratio costs you in rupees over your holding period.

  1. Enter your investmentMonthly SIP or one-time lumpsum, and how long you'll stay invested.
  2. Set gross return and expense ratioThe fund's return before costs, and its expense ratio – printed on every fund's page under Key facts.
  3. Read the rupee costThe gap between the zero-cost outcome and what you keep. That gap IS the expense ratio, compounded.

The only number you fully control

A fund's return depends on markets and managers. Its expense ratio depends on a decision you make once, at purchase. That asymmetry is why cost deserves more attention than it gets: the fee is certain, the outperformance it buys is not.

The expense ratio is deducted from the NAV daily — management fees, registrar, custodian, audit, and in regular plans, the distributor's commission. You never receive a bill, which is precisely why the cost feels like zero and compounds like it isn't.

The mechanics of the drag

Say a fund earns 12% gross and charges 1%. Your money compounds at 11%. That one point does not cost "1% of returns" — it costs 1% of your whole balance, every year:

  • Year 1 on ₹10 lakh: about ₹10,000.
  • Year 15, when the corpus has tripled: about ₹30,000 — that year alone.
  • Summed and compounded across the whole journey, the calculator above shows it routinely reaching 10–15% of the final corpus.

The intuition worth keeping: the fee grows with your wealth, whether or not the service improves.

SEBI's caps, and the spread inside them

SEBI caps total expense ratios on a slab by fund size — larger funds must charge less per rupee. Within the caps, the spread is wide: a direct Nifty 50 index fund at 0.15% and a regular sectoral fund at 2.3% differ by a factor of fifteen. Every NYVO fund page prints the exact figure with its as-of date under Key facts.

Three practical rules

  1. Compare within a category. A 0.9% flexi cap fund against a 0.2% index fund is a strategy choice, not just a cost one; a 0.9% flexi cap against a 1.4% flexi cap is nearly pure cost.
  2. Direct over regular, always — same fund, lower fee. The difference is a commission, not a service. See the Direct vs Regular calculator.
  3. Judge fees against the hurdle. A fund charging 1% more must beat its cheaper twin by 1% a year, every year, forever. Few do.

Frequently asked questions

What is an expense ratio?

The annual cost of running the fund – management fee, registrar, custodian, distribution (in regular plans) – expressed as a percentage of assets. It is deducted from the fund's NAV daily, so you never see a bill; the NAV simply grows slower by that amount.

What is a good expense ratio in India?

Direct index funds run about 0.1–0.4%. Active equity funds in direct plans typically 0.5–1.2%. Regular plans add a distributor commission on top, commonly reaching 1.5–2.4%. SEBI caps total expense ratios by fund size, but within the caps the spread across funds is wide.

Why does a small percentage matter so much?

Because it is charged on your entire balance, every year, compounding. 1% of a growing corpus is a growing rupee amount – on a ₹25,000 SIP at 12% for 15 years, 1% a year compounds to several lakhs. Costs are the one component of returns you control completely.

Is a higher expense ratio ever worth paying?

Sometimes – a fund can out-earn its costs. The honest framing: the expense ratio is a guaranteed subtraction, and outperformance is a hope. The higher the fee, the higher the hurdle the manager must clear every single year just to break even with a cheaper alternative.

Where do I find a fund's expense ratio?

On every NYVO fund page under Key facts, with its as-of date – or in the fund's own factsheet. Note that direct and regular plans of the same fund have different expense ratios; our Direct vs Regular calculator shows what that specific gap costs.

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