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@jesusorhell Any idea on how that can be done?

@tay1964 Good find. I ran the Tracking error calculation on IVV and even I arrived at 0.01%. Since this variable will drop considerably in my model, I want to double check the method of calculating TE before editing my post and the calculations. Once I have confirmed that my method is indeed...

@tay1964 https://docs.google.com/spreadsheets/d/1jpSIEXwzge2Q38D2YFyTuj1iwoNbmVoHxSuKZbDA9sI/edit?usp=sharing see last sheet

@tay1964 I calculated it based on historical data.

@mariah36 It’s already accounted for (cells c17)

@zashmaster I haven't overlooked that point. My objective of this post was to focus the spotlight on the financial aspect of the options - how the growth and costs interact with each other and what final future value that results in. To be clear about your point -It would apply only in case of...

@izzy1728 The second option involves more effort. But this analysis shows the monetary benefit one would gain from that extra effort. For investing 4 lacs for 5 years, you get an extra Rs. 40,000. Make that 7 years and your additional gains are ~80,000

@mareag Appreciate the pointer. I had overlooked this. Could you elaborate on how I can factor this in the calculation?

@doema Please elaborate - how/where can I add this in the sheet?

@mareag It is factored into the calculation in cell c17 of Sheet1. Let's talk about this. I thought about this possibility but chose not to factor it into my analysis thinking any such appreciation may be eaten up by the fund house and not passed on to investors. But on second thought now...

This sub has been a wealth of information for me. Thought I would contribute some of my research. There have been many discussions on investing in US S&P 500 via Indian MFs and via brokers (vested.in, TD Ameritrade, HDFC, ICICI etc.). But I couldn't find any info on which option offers better...