Mutual Fund Returns Calculator
A Mutual Fund Returns Calculator helps investors estimate the growth of their mutual fund investments over time. Whether you’re investing via SIPs (Systematic Investment Plans) or lump sum, this tool calculates the final value based on the expected annual return and investment duration.
How It Works
The calculator uses the compound interest formula for lump sum investments and the future value of a series formula for SIPs. Simply enter your monthly investment, expected annual return rate, and the investment period to get your result.
Formula Used
For SIP: FV = P × [(1 + r)n – 1] × (1 + r) / r
For Lump Sum: FV = P × (1 + r)n
Where:
- FV = Future Value
- P = Investment amount
- r = Monthly/Annual Rate of Return
- n = Number of periods (months or years)
Benefits of Using This Calculator
- Helps in financial planning
- Compares different investment strategies
- Estimates long-term growth potential
- Easy to use with instant results
Conclusion
Mutual Fund Returns Calculators are essential tools for anyone looking to make informed investment decisions. Use our calculator to plan your mutual fund investments more effectively and achieve your financial goals.