See what a fund you already hold has returned, then project its value from today. Enter invested and current values from your statement; this calculator does not fetch fund NAVs.
Fund performance snapshot
Return so far+40.0%+11.87% a year over 3.0 years
Value in 5 years₹7.63 LAt 12.0% a year
Gain from here₹3.43 LProjected value less current value and future SIPs
A fund's past return is not a forecast of its future one. The expected return is your assumption.
Projected value
Year by year
| Year | Value | SIP added so far |
|---|---|---|
| Year 1 | ₹4,73,267 | ₹0 |
| Year 2 | ₹5,33,289 | ₹0 |
| Year 3 | ₹6,00,923 | ₹0 |
| Year 4 | ₹6,77,135 | ₹0 |
| Year 5 | ₹7,63,013 | ₹0 |
Assumptions & formula
Absolute return = current ÷ invested − 1. CAGR = (current ÷ invested)^(1 ÷ years) − 1. Future value = current × (1 + i)^n + SIP × ((1 + i)^n − 1) ÷ i × (1 + i), with monthly i and n.- Past performance is not a forecast; the future return is an editable assumption.
- Mutual fund returns are modelled net of the fund expense ratio, as reflected in NAV; exit load and tax are not deducted.
- Monthly SIP instalments are assumed to be invested at the beginning of each month.
Calculators are for information and planning. Outputs depend on the inputs and assumptions you enter and are not a recommendation to buy, sell or hold any security or product. Streetgains Technologies Private Limited is a SEBI Registered Research Analyst (INH000017082); it is not a loan provider, tax adviser or mutual fund distributor.