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Mutual Fund Returns Calculator

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What is a Mutual Fund?

A mutual fund is an investment vehicle that uses the collective capital pooled together from different investors. This capital is then invested in a mix of various assets like equity stocks, debt instruments, money market securities and other financial and non-financial assets. The investments chosen for a mutual fund scheme’s portfolio depend on the objective and type of fund.

 

Depending on the primary asset class in focus, mutual funds can be classified as debt funds, equity funds or hybrid funds. Furthermore, they can also be categorised based on their structure (open-ended or close-ended), investment style (active or passive) and investment objective (income, growth or liquidity).

What is a Mutual Fund Returns Calculator?

A mutual fund calculator is a financial tool available online. It helps you estimate the potential returns that you could earn from a mutual fund scheme, based on key details like the amount invested, the expected returns from the fund and the period over which you plan to remain invested.

 

Mutual fund investments can be made as a lumpsum amount or via a SIP. Depending on the method of investment chosen, you can find two different types of calculators online, namely a mutual fund SIP return calculator and a mutual fund lumpsum return calculator.

How to Use an Online Mutual Fund Returns Calculator?

To use an online mutual fund calculator, you need to follow the steps outlined below:

  • Step 1: Enter the amount you wish to invest in the mutual fund scheme. Depending on the type of calculator you are using, this may be a lumpsum amount or the SIP amount.
  • Step 2: Submit the expected annual rate of returns from the fund.
  • Step 3: Submit the investment tenure in years.

Once you provide these details, the mutual fund returns calculator will estimate the total returns from your investment as well as the fund value at the end of the desired tenure. 

Mutual Fund Returns Calculator Formula

The formula for computing mutual fund returns depends on whether you are making a lumpsum investment or starting a SIP. Check out the formula in both cases here.

 

The formula for the returns from a lumpsum mutual fund investment is as follows:

A = P (1 + r/100)n

 

Where:

  • A is the expected future value of the fund
  • P is the initial lumpsum amount invested in the fund
  • r is the expected annual rate of returns
  • n is the period of investment in years

 

The formula for the returns from a SIP in mutual funds is as follows:

A = P x [{(1 + r)n — 1} ÷ r ] x (1 + r)

 

Where:

  • A is the amount that you will receive from your SIP investments at the end of the period
  • P is the monthly SIP amount
  • r is the expected rate of return
  • n is the total number of SIP investments made

What are the Benefits of a Mutual Fund Returns Calculator?

A mutual fund investment calculator is an essential financial tool for various reasons. Some of the key benefits of using this online financial tool include the following:

 

  • Forecasting Future Returns: This free online tool estimates the potential returns from a mutual fund based on simple inputs like the investment amount, return rate and tenure.
  • Easy Comparison: A mutual fund calculator allows you to compare how different investment amounts, return rates and investment tenures affect the total returns.
  • Effective Financial Planning: By helping you evaluate the estimated returns, this calculator helps you make effective and well-informed decisions about your financial goals.

 

Free and Easy to Use: Most mutual fund calculators are free to use. They are also beginner-friendly because they only need a few key details to calculate mutual fund returns.

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Frequently Asked Questions

Can mutual funds deliver negative returns?

Answer Field

Yes, mutual funds can offer negative returns if the NAV dips below the value at which you invested in the fund. This risk is particularly high for market-linked funds. 

How many mutual fund schemes are there in India?

Answer Field

According to data from the Association of Mutual Funds in India (AMFI), India has around 44 asset management companies (AMCs).[1] Together, they offer thousands of mutual fund schemes for investors.

How can mutual fund calculators help investors?

Answer Field

Mutual fund calculators help you estimate the potential returns from a mutual fund scheme. This information is crucial for planning various financial goals and milestones in life. 

How to use the Bajaj Broking mutual fund calculator?

Answer Field

To use the mutual fund returns calculator from Bajaj Broking, you only need to enter some basic details like the total investment amount, expected rate of returns and the investment period. The calculator will then compute and display the estimated returns and future value of your mutual fund investments. 

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