Simplify Investing with Mutual Fund Calculator

A Mutual Fund Calculator is an online tool that helps estimate the potential returns on your investments. By entering values such as investment amount, duration, and expected rate of return, you can view the maturity amount, helping in better financial planning.

No, the calculator provides an estimated return based on the inputs you provide.

Please note:

• Actual returns may vary due to market volatility and fund performance.
• It is a planning tool and does not assure results.
• Use it to get indicative values for better investment decision-making.

   

The expected rate of return is a key factor in calculating future value.

Here’s why it matters:

• It forms the basis for growth projections.
• Even a small change in return rate impacts long-term outcomes significantly.
• It allows you to compare scenarios and plan goals better.
  

   

Example – Impact of 1% difference over 10 years:

You can start investing in mutual funds with as little as ₹500 per instalment through a Systematic Investment Plan (SIP).
This makes mutual fund investments accessible and flexible for all types of investors.

The calculator allows you to evaluate how returns differ between investing a fixed amount monthly (SIP) and investing a larger amount at once (Lumpsum).

Illustration:
Let’s assume an expected return rate of 12% over 5 years:

As shown, the investment method impacts your maturity value. The calculator helps you compare both options based on your investment capacity and goals.