What Is A Reasonable Fee For A Managed Fund?

What is a reasonable fee for a managed fund? Online advisors have shown that a reasonable fee for money management only is about 0.25% to 0.30% of assets, so if you don't want advice on anything else, that's a reasonable fee, O'Donnell says.

What is a good rate of return on mutual funds?

For stock mutual funds, a “good” long-term return (annualized, for 10 years or more) is 8%-10%. For bond mutual funds, a good long-term return would be 4%-5%.

Which is best for mutual fund?

Following are the funds that you may consider investing through SIPs keeping the long term horizon in mind.

  • UTI Nifty Index Fund (20%)
  • Mirae Asset Large Cap Fund (20%)
  • Canara Robeco Blue Chip Fund (20%)
  • Parag Parikh Flexi Cap Fund (15%)
  • UTI Flexi Cap Fund (15%)
  • Are expense ratio paid annually?

    An expense ratio is an annual fee expressed as a percentage of your investment — or, like the term implies, the ratio of your investment that goes toward the fund's expenses. If you invest in a mutual fund with a 1% expense ratio, you'll pay the fund $10 per year for every $1,000 invested.

    What is a good expense ratio for a target date fund?

    Morningstar's recent survey of target date funds reports that the average asset-weighted target date fund expense ratio in 2020 was 0.52%. That means if a fund had a 7% gross return (before fees), the net return after the expense ratio that investors would see is 6.48%.


    Related investments for What Is A Reasonable Fee For A Managed Fund?


    Are mutual fund returns before or after expenses?

    The investment return reported by a mutual fund is always calculated net of expenses. If a fund reports an annual gain of 10 percent, investors receive 10 percent on their money.


    Which mutual fund is best for long term sip?

    Large-Cap Schemes

    Scheme Name 5-Year Monthly SIP 10-Year Monthly SIP
    ICICI Pru Top 100 Fund (G) Rs.9,41,591 18.43%
    Quantum LT Equity Fund (G) – Direct Plan Rs.9,15,695 17.27%
    Reliance Growth Fund (G) Rs.10,75,057 24.01%
    SBI BlueChip Fund – Reg (G) Rs.9,55,955 19.07%

    Which mutual fund has the highest expense ratio?

    International funds can be very expensive to operate and tend to have some of the highest expense ratios. International funds invest in many countries and, as a result, often require staff all over the world.


    Are mutual funds tax deductible?

    Mutual fund tax benefits under Section 80C - Investments in Equity Linked Savings Schemes or ELSS mutual funds qualify for deduction from your taxable income under Section 80C of the Income Tax Act 1961. The maximum investment amount eligible for tax deduction under Section 80C, is Rs 1.5 lakhs.


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