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To be used for any questions on mutual funds. For index based funds question the Index-fund tag should be used.

0 votes
1 answer
107 views

Why is 1 yr. return of FXAIX is being calculated as 10.41% as on today's date?

According to Fidelity website, $10,000 invested in FXAIX on 9/5/2018 becomes $10,515 on 9/5/2019. However, in Quarter-End Average Annual Total Returns section, it says the 1 yr. return from the fund i …
sherlock's user avatar
  • 261
0 votes
0 answers
93 views

Why is the 1-year return of Mirae Asset India Equity Fund - Direct - Growth is being calcula...

According to Groww, 1-year return of Mirae Asset India Equity Fund - Direct - Growth is being calculated as 10.6% according to the data pulled on 15-Mar-2019. However, I am not being able to verify th …
sherlock's user avatar
  • 261
8 votes
3 answers
2k views

Should we really be looking at the expense ratio while choosing funds?

While doing a bit of research on choosing mutual funds, I found that almost all the blog posts and web pages seem to suggest how harmful the expense ratio is, how much money we lose over time due to t …
sherlock's user avatar
  • 261
3 votes
3 answers
962 views

How to calculate the return from a mutual fund?

How do I calculate the return from a mutual fund invested as a monthly SIP of Rs. 5000 over a period of 3 years at a return rate of 20.4% per annum? The projected amount for the same is calculated by …
sherlock's user avatar
  • 261