Tools
The fee calculator.
A cost charged as a percentage of the portfolio each year comes out of the same compounding that builds it, so its effect widens with time rather than staying flat. Set an investment, a horizon, an expected return, and an annual cost, and see both paths at once.
20 years
10% p.a.
Illustrative starting point of 10 percent a year, before cost. This is an input you control, not a forecast or a Forefront estimate.
1.50% p.a.
The total annual cost of holding the investment, whatever its parts. Set it to the figure you want to test.
What the cost takes
20 years at 1.50% p.a.
Cost over 20 years, at your assumptions
₹40.39 L
Chart of the illustrative path of value over 20 years, based on the assumptions you set.
An annual cost of 1.50% is carried here as a reduction in the assumed return, from 10% to 8.5% a year. Arithmetic illustration of your assumptions only.
Of ₹1,27,80,115, ₹25,00,000 is invested and ₹1,02,80,115 is illustrative growth at your assumed rate.
At an annual cost of 1.50 percent, the illustrative value after cost is ₹1,27,80,115 against ₹1,68,18,750 with no cost, a difference of ₹40,38,635 over 20 years.
How to read these numbers. Every figure on this page is computed from the assumptions you set above, including the expected rate of return. Markets do not move in straight lines and no rate of return is assured. These tools do not describe any Forefront offering and are not investment advice.
[PLACEHOLDER: Standard calculator disclaimer, risk warning, and any SEBI or AMFI mandated language for illustrative tools, to be inserted after compliance review.]