Investment Fee Calculator

Expense ratio · fee drag · long-term returns
The projection applies the stated annual fee as a reduction to the assumed annual return. Actual expense ratios, taxes, transaction costs and returns can change.

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Why a small expense ratio can matter

Fees are charged repeatedly on invested assets, so their impact compounds over time. A fund with a low stated cost is not automatically the right choice: consider benchmark, risk, diversification, tracking difference, taxes and your goal. This calculator isolates the fee effect so you can make a clearer comparison.

Not investment advice: market returns are uncertain and an expense ratio can change. Review the current scheme document and compare like-for-like funds before investing.

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