Impact of a 1.5% Fee on a Rs 15,000 Monthly SIP over 30 Years
See the full-career impact of a typical 1.5% regular-plan mutual fund fee on a Rs 15,000 monthly SIP at a 12% gross expected return over 30 years.
A 1.5% annual fee on a ₹15,000/month SIP over 30 years costs you ₹1,48,72,414 (28.1%) compared to the gross, fee-free return.
- Monthly investment
- ₹15,000
- Gross expected return
- 12% p.a.
- Annual fee
- 1.5%
- Time period
- 30 years
Impact of fees
10.50% net p.a.₹1.49 Crore
₹1,48,72,414
28.1% less than the gross return
Value at gross return
₹5.29 Crores
₹5,29,48,707
Value at net return
₹3.81 Crores
₹3,80,76,292
Invested amount
₹54 Lakhs
₹54,00,000
Net return rate
10.50%
Related questions
Bond Yield Calculator
Calculate a bond current yield and yield to maturity from its price and coupon.
SIP Calculator
Plan your monthly investments and see how they can grow over time.
Lumpsum Calculator
See how a one-time investment could grow at different return rates.
SWP Calculator
Work out how long your withdrawals will last from a lump sum.
Assumes a constant 1.5% annual fee applied to a constant 12% gross annual return, compounded monthly. Real fund fee schedules can include entry or exit loads not modeled here.