Investment & Returns

6 min

Mutual Fund Comparison

Compare mutual fund returns with CAGR, expense ratio impact, and post-tax returns

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Compare mutual fund returns with CAGR, XIRR, post-tax returns. Equity: LTCG 12.5% (>12m, ₹1.25L exempt), STCG 20%. Debt: Slab rates (no indexation from April 2023). Expense ratio impact significant over long term. 1% difference = ₹10-15L over 20 years on ₹10L.

Investment Type *

Investment Amount (₹) *

Holding Period (Months) *

Investment duration in months (12 months = 1 year)

Fund Type *

Expected Annual Return (%)

Typical: Equity 10-15%, Debt 6-8%, Hybrid 8-10%

Expense Ratio (%)

Annual fund management charges. Equity: 1-2.5%, Debt: 0.5-2%, Index: 0.1-0.5%

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