A mutual fund calculator is an online financial tool that helps you calculate the future return from your investment.
Using this tool is quite easy. Simply put some variables like your investment amount (monthly or lump sum), tenure, expected growth rate, and moreUdabur Stock. This will show you the potential return calculation of the mutual fund plan in an instant.
With accurate results regarding your investment amount and total returns, you can easily make informed financial decisions.
As mentioned earlier, this calculator simply requires a few details from your end — investment amount, the period for which you plan to invest, and the estimated rate of growth. In return, it shows your gains and the total investment value.
However, it’s worth noting that this calculator is used for both types of investment — SIP and lumpsum amount investment. On most sites, rather than separate mutual fund SIP calculators or mutual fund lumpsum calculators, you’ll find one tool that shows results for both.
You invest a fixed amount in a mutual fund(s) of your choice. The most popular frequency for this is monthly.
It is a one-time investment of a large amount in a mutual fund. This is ideal for investing once and letting your money grow over time.
While lump sum calculations can be relatively easier, finding your investment’s total value in an SIP can be especially tedious. For this reason, it’s always a good idea to use a mutual fund SIP calculator online.Nagpur Investment
The formula behind the calculation of mutual funds is different for SIP and lump sum.
Here is a brief overview of the formula —
Formula of Mutual Fund Lumpsum CalculatorKolkata Stocks
Formula of Mutual Fund SIP Calculator
FV = A [ (1 + R)t – 1] x (1 + R)/RBangalore Investment
P = Principal amount
t = Tenure (in years for Lumpsum/in months for SIP)
Let’s understand the calculation of the mutual fund return calculator using examples:
One-time Mutual Fund Lumpsum Calculator
SIP Mutual Fund Calculator
You invest a lump sum amount of AED 200,000 in mutual funds for 20 years with a rate of return of 10% P= AED 200,000 R= 10% or 10/100 t= 20
You invest AED 5,000 a month in SIP. The tenure is of 20 years and the estimated rate is 10% p.a. A= AED 5,000 R= 10% t= 20
Total Amount Invested
Total Investment Value
Here are some of the benefits that you can enjoy with a mutual fund calculator —
It is quite easy to use — you just need to enter a few details to calculate your future returns
You can easily get an estimate of future returns from the invested amount
You can save your time and effort by avoiding complex manual calculations
Mutual fund SIP calculators online are free to use
You can get a clear comparison chart of various mutual funds, whether it’s SIP or lump sum
It assists you in setting financial goals with proper planning
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