AIF Post-Tax Returns Calculator

Estimating post-tax returns of an AIF from gross returns

Estimating Post-Tax Returns of an AIF from Gross Returns

LLP: 35% tax. Trust: 39% tax.

Yes: profit share on (gross − fixed fee). No: profit share on (gross − fixed fee − hurdle).

Returns

Post-fee returns (%)

Summary

Gross Returns15.00%
Fixed Mgmt Fee2.00%
Performance Fee1.30%
Post-fee Pre-Tax Returns11.70%
Tax Rate35%
Post-tax Returns7.60%

About this calculator

AIF Taxation • Taxation

Gross returns are not the same as investor outcomes — fees and taxes can materially change what you take home.

This calculator estimates post-tax outcomes for an AIF-style fee model from gross returns under a chosen structure.

How to use

  • Enter gross return and fee parameters (fixed fee, performance sharing, hurdle).
  • Choose the applicable structure/tax assumption.
  • Compare gross vs post-fee vs post-tax to understand the gap and sensitivity.

Key assumptions

  • Tax rates are modeled as simplified effective rates for illustration.
  • Does not cover investor-specific nuances such as loss set-offs, surcharge/cess changes, or holding-period effects.
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