Mutual Fund Return Calculator

A mutual fund return calculator helps investors estimate the future value of their investments based on the amount invested, investment period, and expected rate of return. It can calculate returns for one-time investments (lump sum) or regular investments (SIP).

Mutual Fund Return Calculator
Initial Investment
Monthly SIP (Optional)
Investment Duration
Expected Annual Return (%)
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Total Investment
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Returns
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Future Value
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future value
Initial Investment
SIP Contributions
Returns

How Mutual Fund Return Calculator Works

  • Enter Investment Amount – Provide the lump sum or monthly SIP amount you plan to invest.

  • Select Investment Type – Choose between a lump sum investment or SIP (Systematic Investment Plan).

  • Enter Investment Duration – Specify the number of years (and months, if needed) for your investment.

  • Provide Expected Return Rate – Input the anticipated annual rate of return (in percentage).

  • Choose Compounding Frequency – Select how often returns are compounded (monthly, quarterly, or yearly).

  • Calculate Future Value – The calculator applies compound interest formulas to project the growth of your investment.

  • Display Results – Shows future value, total investment, interest earned, and optionally a growth chart.

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