Mutual Fund Returns Calculator
Calculation Results
Please adjust sliders & click Calculate.
Disclaimer: Mutual fund return calculations are estimates based on projected growth rates. Actual returns depend on market performance and are not guaranteed. Past performance does not guarantee future results. Consult a financial advisor.
Mutual funds are by far the most popular investments in the Indian framework. As of June 2019, the overall AuM of the MF industry averaged an insane Rs. Now represents an increase of over four times the amount from 2009, when the assets under management (AuM) of the entire mutual fund (MF) industry stood at approximately Rs. 5.83 trillion.
Though mutual fund investments carry market risks, the returns (where at) can be estimated. Finally, you can use the good old free mutual fund return calculator to figure out how much your expected returns will be.
How will a mutual fund return calculator online help you invest?
Know That There are several mutual fund returns that an active investor ought to be aware of: absolute return, annualized return, total return, trailing return, point-to-point return, and rolling return. It can be overwhelming for an investor to keep all these factors in mind, which is where an online mutual fund return calculator can be extremely helpful.
- It will provide you with the complete estimate for 1-year, 3-year, and 5-year investment horizons.
- It allows you to plan your finances using the estimated returns.
- This Excel Calculator can be used by people who are not subject experts. Very easy to use, even for those who haven’t used it before, it won’t be difficult for them to use.
How does a Mutual Fund Total Return Calculator work?
A mutual fund calculator is a useful financial instrument for determining the value an investor has received from an investment in mutual funds. To simplify things, investing in mutual funds can be done either once or on a monthly basis.
SIP or Systematic Investment Plan is the path to take when you want to invest in a mutual fund. SIP IN MID: IST. Here, a Sum of money is invested regularly in a group of stocks at regular Instalments. One thing to note is that the NAV of the funds in question changes monthly, and a rupee of money may purchase differing units, in case you were wondering.
Suppose you invest through SIP for a year with a fixed amount of Rs. 1000. When you make the SIP, the NAV of your preferred stock will be Rs. 10. Therefore, you can purchase the stock for 100 units in the first month. In the next month, the NAV is Rs. 20. Your 1000 rupees can buy only 50 units of the stock now.
SIP Calculator online: Your online SIP return is calculated using your SIP return. Simply enter the SIP amount, investment tenure, and expected rate of return, and the provider will output the results in seconds.
An investment is when a person puts a large amount of money into a scheme at one time. If you opt for unit capital, it is not a primary concern, as the change is reflected in the NAV for this type of one-time investment. The number of units you can buy does not depend upon change.
Investment is easy: you input three elements: your investment and much), expected ROI, and the period you are investing.
Estimated Returns on Key Schemes
You can invest in three kinds of stocks: equity, debt, and hybrids. With this in mind, here are some high-yielding stocks in India across various sectors and their expected returns.
When you use the mutual fund returns calculator in India, you must enter the returns in the tables described here with the duration for which you have invested.
Equity Funds
| Name of Stock | Risk | 1-Year Return | 3-Year Return |
|---|---|---|---|
| Aditya Birla Sunlife Frontline Equity Fund | Moderate | 9.47% | 10.50% |
| HDFC Mid-cap Opportunities Fund | High | 12.60% | 16.99% |
| ICICI Pru Focused Bluechip Equity Fund | Moderate | 13.18% | 11.03% |
Debt Funds
| Name of Stock | Risk | 1-Year Return | 3-Year Return |
|---|---|---|---|
| Aditya Birla Sun Life Active Debt Multi-manager FoF Scheme | Low | 8.30% | 6.92% |
| Axis Short Term – Direct Plan | Moderate | 10.06% | 8.25% |
| Canara Robeco Income – Reg | High | 13.50% | 8.94% |
Hybrid Funds
| Name of Stock | Risk | 1-Year Return | 3-Year Return |
|---|---|---|---|
| Indiabulls Savings Income Direct-G | Low | 9.02% | 11.42% |
| Mirae Asset Hybrid Equity Direct-G | High | 12.07% | 14.04% |
| ICICI Pru Equity & Debt Direct-G | High | 10.43% | 12.20% |
How to use the Mutuals Fund calculator?
We are an online financial solution provider [for mutual funds returns calculator in India] that is very easy to use. Enter your investment value, expected returns, and the tenure for which you have parked the money.
Enter the amount invested, expected interest rate, and duration for which money is invested. The final tenure reflects the amount as per the appreciation of your investments within seconds.
Benefits of Online Mutual Fund Calculator
There are many benefits to using these calculators, which make investors’ lives easier.
- You get a good idea of mutual fund earnings in general, i.e., it helps you save time that you would have spent doing the calculations manually.
- Because it is one of the tools, you can use this financial planning at any place, which makes it very convenient for on-the-go investment planning.
- Investments in India are growing, particularly in investment instruments such as mutual funds. Though these are inherently risky, the returns are higher, hence in proportion.
Mutual Fund Returns Calculator – FAQ
Estimate and plan your mutual fund investments.
1. What does this mutual fund returns calculator actually do?
It shows you how much your mutual fund investment will grow over time based on different return rates. For example, if you invest ₹50,000 in a mutual fund for 5 years, it tells you what that money could become, depending on whether the fund yields 8%, 12%, or 15% returns.
2. What details do I need to enter into this calculator?
Just the basics: your investment amount, the period you’ll stay invested, and the expected annual return rate. Some calculators also allow you to add monthly SIP amounts if you plan to invest regularly rather than just once.
3. Is this calculator free to use, or do I have to pay?
It’s completely free with no strings attached. I’ve used dozens of these calculators across different websites while researching mutual funds and never had to pay anything or even create an account.
4. How reliable are these projected returns it shows?
The math is accurate, but remember that mutual funds don’t offer fixed returns like fixed deposits do. The numbers you see are estimates based on the return rate you enter; actual results will vary depending on market performance.
5. Can I compare different investment scenarios using this tool?
Yes, that’s exactly what makes it useful! You can see how investing ₹1 lakh for 10 years compares to investing ₹2 lakh for 5 years. I spent hours trying different combinations before deciding on my investment strategy.