http://www.livemint.com/2010/05/11201315/D6EEAA45-4724-4529-819D-F03B49BD82C4ArtVPF

Page 1

B LOWER EXPENSE RATIO, HIGHER RETURNS

If a debt fund gives an average return of 7% on Rs1 lakh invested, the actual return will go down to 6% if the annual cost (expense ratio) the fund house levies is 1% of the corpus and 5% if the fund house has a 2% expense ratio.

Amount invested every year: Rs1 lakh

34,71,925

Rate of return 5% 6% 22,65,749 38,99,272 13,20,678 5,80,191

24,67,252 13,97,164

5,97,531

5 years

10 years

15 years

20 years Source: Mint research


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.