Mutual Fund Returns Calculator
Monthly Investment
Expected Return Rate (p.a)
Time Period (years)
Mutual Fund Returns Summary
Invested Amount
₹ 12,00,000
Estimated Returns
₹ 10,40,359
Total Value
₹ 22,40,359
How Mutual Fund Returns Are Calculated
For SIP mode, recurring monthly investments are compounded using the SIP future value formula.
M = P * (((1 + i)^n - 1) / i) * (1 + i)
P = Monthly SIP amount
i = Effective monthly rate = (1 + r)^(1/12) - 1
n = Total months
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Disclaimer
This calculator provides indicative results based on your inputs and assumed rates.
Actual returns, tax liabilities, and outcomes can vary due to market movement, product terms, and regulatory changes.
Please consult a qualified financial advisor or tax professional before making financial decisions.
Frequently asked questions
1. What is a mutual fund returns calculator?
It estimates future value, invested amount, and projected gains for SIP or lumpsum mutual fund investments.
2. Can I switch between SIP and lumpsum calculations?
Yes. Use the toggle on this page to calculate returns for monthly SIP or one-time lumpsum investment.
3. Are these returns guaranteed?
No. The calculator output is illustrative and depends on assumed rates, while actual fund returns can differ.
4. What should I enter as expected return?
Use a realistic annual return assumption based on your investment horizon and risk profile.
5. Is inflation included in this calculator?
No. Values shown are nominal projections and do not adjust for inflation.
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