Mutual Fund Calculator
- Invested Amount
- Wealth Gained
- Invested Amount
- ₹10000
- Wealth Gained
- ₹11589
- Expected Amount
- ₹21589
Start investing with flat ₹20 brokerage.
Yearly Breakdown
The total value of your investment after
8 Years will be
| Year | Invested Amount | Wealth Gained | Expected Amount |
|---|---|---|---|
| 2024 | ₹ 300,000 | ₹ 20,233 | ₹ 320,233 |
| 2025 | ₹ 300,000 | ₹ 60,847 | ₹ 681,080 |
| 2026 | ₹ 300,000 | ₹ 106,611 | ₹ 1,087,691 |
| 2027 | ₹ 300,000 | ₹ 158,180 | ₹ 1,545,871 |
| 2028 | ₹ 300,000 | ₹ 216,288 | ₹ 2,062,159 |
| 2029 | ₹ 300,000 | ₹ 281,767 | ₹ 2,643,926 |
| 2030 | ₹ 300,000 | ₹ 355,549 | ₹ 3,299,475 |
| 2031 | ₹ 300,000 | ₹ 438,689 | ₹ 4,038,164 |
| 2032 | ₹ 300,000 | ₹ 532,374 | ₹ 4,870,538 |
| 2033 | ₹ 300,000 | ₹ 637,939 | ₹ 5,808,477 |
| 2034 | ₹ 300,000 | ₹ 756,893 | ₹ 6,865,370 |
| 2035 | ₹ 300,000 | ₹ 890,934 | ₹ 8,056,304 |
| 2036 | ₹ 300,000 | ₹ 1,041,975 | ₹ 9,398,279 |
| 2037 | ₹ 300,000 | ₹ 1,212,170 | ₹ 10,910,449 |
| 2038 | ₹ 300,000 | ₹ 1,403,951 | ₹ 12,614,400 |
| 2039 | ₹ 300,000 | ₹ 1,620,055 | ₹ 14,534,455 |
| 2040 | ₹ 300,000 | ₹ 1,863,566 | ₹ 16,698,021 |
| 2041 | ₹ 300,000 | ₹ 2,137,960 | ₹ 19,135,981 |
| 2042 | ₹ 300,000 | ₹ 2,447,154 | ₹ 21,883,135 |
| 2043 | ₹ 300,000 | ₹ 2,795,563 | ₹ 24,978,698 |
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Mutual fund calculator, an online tool called a assists investors in determining the future value & returns of an investment based on a certain investing plan. A mutual fund investment calculator in India can assist investors in understanding how far they will reach their goals depending on the anticipated amount of investment, time horizon, & rate of return, as investors in mutual funds should ideally approach their investments with a goal-oriented mindset.
With this calculator, all you have to do is enter the basic information about your investment to get the ultimate return amount. Understanding the maturity amount before making an investment is a wise move since it improves planning & enables you to choose investments that will help you reach your financial objectives.
A mutual fund calculator helps investors estimate returns on one-time or SIP (Systematic Investment Plan) investments. In SIPs, a fixed amount is invested monthly, buying variable units as NAV changes. For example, a ₹1000 SIP may buy 100 units at ₹10 NAV in the first month, but only 50 units if NAV rises to ₹20 in the next.
To calculate, simply input the SIP amount, investment duration, & expected return. For one-time investments, NAV fluctuations don’t affect unit quantity, making it straightforward to estimate returns based on investment amount, ROI, & time.
The 5paisa online mutual fund calculator offers several benefits:
It's convenient, accurate, & easy to use. It allows for fund comparison, saving time & effort in calculations. It's free, helping you make informed investment decisions without extra costs.
To calculate mutual fund returns manually, use the following formulas:
Lumpsum investment: M = P x (1+R)^n
SIP investment: M = A [ (1 + i)^n – 1] x (1 + i)/i
Where
M = maturity amount,
P = principal,
R/i = rate of return,
n = holding period, &
A = SIP contribution.
However, using an online calculator like 5paisa is quicker & easier for comparing returns from different strategies.
Frequently Asked Questions
Yes, mutual funds can generate negative returns, especially if the market performs poorly or if the underlying assets (stocks, bonds, etc.) underperform. Market volatility, economic downturns, & poor fund management can contribute to negative returns.
As of now, there are over 40 asset management companies (AMCs) in India, offering more than 2,000 mutual fund schemes. These include equity, debt, hybrid, & sectoral funds, catering to a wide range of investment objectives & risk profiles.
Disclaimer: The calculator available on the 5paisa website is intended for informational purposes only and is designed to assist you in estimating potential investments. However, it is important to understand that this calculator should not be the sole basis for creating or implementing any investment strategy. View More..