ETF Return Calculator

Exchange-Traded Funds (ETFs) offer a cost-effective way to invest in diversified portfolios that track specific indices. Our calculator helps you understand potential returns from different ETF types while considering expense ratios.

The calculator supports both SIP and lump sum investments across various ETF categories including equity, gold, and international ETFs.

ETF Types Available:

• Nifty 50 ETF: Tracks top 50 Indian companies
• Sensex ETF: Tracks BSE Sensex index
• Nifty Next 50 ETF: Mid-cap exposure
• Bank Nifty ETF: Banking sector focus
• Gold ETF: Gold price tracking
• International ETF: Global market exposure

ETF Advantages:

• Low Cost: Lower expense ratios than mutual funds
• Transparency: Real-time pricing and holdings
• Liquidity: Trade like stocks during market hours
• Diversification: Instant portfolio diversification
• Tax Efficiency: Lower capital gains distributions

Expense Ratios:

• Nifty 50/Sensex ETF: 0.05-0.15% annually
• Sectoral ETFs: 0.15-0.25% annually
• Gold ETF: 0.5-1.0% annually
• International ETF: 0.3-0.8% annually

ETF vs Mutual Funds:

• Cost: ETFs typically have lower expense ratios
• Trading: ETFs trade like stocks, MFs at NAV
• Minimum Investment: ETFs have lower minimums
• SIP: Both support systematic investment plans

Investment Strategy:

• Core Holdings: Use broad market ETFs as core
• Satellite Strategy: Add sectoral/thematic ETFs
• Asset Allocation: Mix equity, gold, and international ETFs
• Rebalancing: Periodically rebalance portfolio

Features:

• Calculate returns for different ETF types
• SIP and lump sum investment modes
• Expense ratio impact analysis
• Visual growth projection charts
• Comprehensive ETF comparison