Mutual Fund Returns Calculator
Wondering how much your mutual fund investments could grow? Our calculator handles both lump sum and SIP investments.
What Is
A mutual fund calculator estimates your investment growth based on the amount, expected return rate, and investment horizon. It works for both lump sum and SIP modes.
How to Use
- Choose investment type: Lump Sum or SIP
- For lump sum: enter amount, expected return, tenure
- For SIP: enter monthly amount, expected return, tenure
- Click Calculate
- See total investment, returns, and final corpus
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Frequently Asked Questions
What is a good return expectation?
For equity funds, 10-15% annualized over long term. For debt funds, 6-9%. For hybrid, 8-12%.
Lump sum vs regular investments which is better?
Regular investing (DCA) reduces market timing risk through cost averaging. Lump sum works if you have a large amount and markets are favorable.
How are mutual fund returns taxed?
Equity funds: LTCG over a specified threshold taxed at a lower rate. STCG taxed at a higher rate. Debt funds: taxed as per income tax slab.
What expense ratio means?
Annual fee charged by fund house, typically 0.5-2%. Lower expense ratios mean more of your money stays invested.
Can I use this for all fund types?
Yes, but adjust expected returns based on fund category — aggressive for equity, moderate for hybrid, conservative for debt.