Mutual Fund Returns Calculator
Estimate Your Investment Growth
The Mutual Fund Returns Calculator is designed to help investors evaluate the future value of their investments. Whether investing a lump sum or via SIPs, this tool provides accurate estimates using return rate, investment duration, and compounding frequency. Ideal for all types of mutual fund investors, it helps you make data-informed decisions aligned with your financial goals.
Lump Sum Investment
SIP Investment
Why Use the Mutual Fund Returns Calculator?
Calculate Returns with Precision
Understand how your investment grows over time.
Supports Both SIP and Lump Sum
Easily switch between modes for comparison.
Helps in Financial Planning
Plan your goals with realistic future value projections.
Improves Investment Strategy
Align inputs to optimise decisions for returns and risk.
Importance and Benefits of the Mutual Fund Returns Calculator
Assists in Wealth Building
Shows how disciplined investing yields long-term success.
Improves Goal Setting
Helps map returns to targets like education, retirement, or home buying.
Illustrates Compounding Power
Understand the exponential effect of reinvested earnings.
Compares Investment Strategies
Evaluate lump sum vs. SIP performance under identical conditions.
When to Use This Calculator?
Before starting a new SIP or lump sum investment.
During portfolio reviews or rebalancing decisions.
To estimate potential returns on goal-based investments.
While comparing different mutual fund schemes or asset classes.
How to Use the Mutual Fund Returns Calculator?
Follow these simple steps to calculate the average price of your stock purchases:
Select Investment Type
Choose either SIP or lump sum investment mode.
Enter Investment Amount
Specify your one-time or monthly contribution.
Add Expected Return Rate
Use a realistic annualised return based on fund type.
Set Investment Duration
Define your horizon in years.
Click Calculate
View projected returns and total corpus value.
Key Terms You Should Know
SIP (Systematic Investment Plan)
A fixed monthly investment into mutual funds.
Lump Sum
A one-time investment made at the beginning of the term.
CAGR (Compounded Annual Growth Rate)
The rate of return required for an investment to grow from beginning to end.
Absolute Returns
The total return over a period without annualisation.
NAV (Net Asset Value)
The per-unit value of a mutual fund.
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