Financial Calculators

Mutual Funds Returns Calculator

With this free tool you can calculate the return on investment on mutual funds!

Mutual Funds Return Calculator


Table of contents

Mutual Fund Returns Calculator
How can a mutual fund return calculator online help you?
What is a Mutual Fund Total Return Calculator?
Estimated Returns On Key Schemes
Benefits of using our online mutual fund calculator
Are mutual funds subject to negative returns?
How many mutual funds are available in India?

Mutual Fund Returns Calculator

In India, mutual funds are one of the most preferred investment avenues. The average assets under management (AuM), of all MF industries, stands at a staggering Rs. 24.25 Trillion, a fourfold increase over Rs. 5.83 Trillion in 2009.
Although mutual fund investments can be subject to market risk, it is possible to estimate the expected returns fairly accurately. To calculate the expected returns, you can use this free mutual fund return calculator.

How can a mutual fund return calculator online help you?

An investor should be aware of the different types of mutual fund returns. These include the absolute return and annualized return, total return, trailing returns, point-to-point return, rolling return, point-to-point return, total return, trailing return, trailing return, total return, and trailing return.
It can seem confusing for prospective investors to keep so many things in mind. A mutual fund return calculator online is a great resource.
This will give you the complete estimate for a 1-year, 3-year, and 5-year investment period.
This allows you to plan your future financial affairs based on the expected returns.
This calculator is easy to use, even if you are not a subject expert. It is easy to use and will be intuitive for anyone who has never used it before.

What is a Mutual Fund Total Return Calculator?

A mutual fund calculator allows investors to calculate the return on mutual funds investments. There are two main ways to invest in mutual funds: one-time and monthly.
SIP, or Systematic Investment Plan, is a way to invest in mutual funds. A SIP allows an individual to invest a small amount each month in designated schemes. Remember that the NAV for these funds can change every month, and the same amount could purchase a variable number of units in different months.
Imagine you have Rs. 1000 to invest in a SIP. 1000 for 12 Months. The NAV of the stock you have chosen at the time of the SIP is Rs. 10. In the first month, 100 units can be purchased. The NAV rises to Rs. 20. You can buy 50 units of the exact same stock for 1000 rupees.
An online SIP calculator can predict the return on your SIP by using specific parameters. The calculator works by simply entering the SIP amount, duration, and expected rate of return. It will then provide you with the results within seconds.
A person invests large sums of money in one investment. The primary advantage of investing one-time is the fact that the NAV value change does not affect how many units you can buy.
Enter three key data points: your investment amount, estimated return on investment, and the length of your investment.

Estimated Returns On Key Schemes

You can invest in three main types of stocks: equity, debt, and hybrid. These are the highest-yielding stocks of India, along with their expected returns.

Equity Funds

Name of stock| Risk| 1-Year Return| 3-Year Return
Aditya Birla Sunlife Frontline Equity Fund| Moderate| 9.47%| 10.50%
HDFC Mid-cap Opportunities Fund| High| 12.60%| 16.99%
ICICI Pru Focused Bluechip Equity Fund| Moderate| 13.18%| 11.03%

Debt Funds

Name of stock Risk| 1-Year Return| 3-Year Return
Aditya Birla Sun Life Active Debt Multi-manager FoF Scheme| Low| 8.30%| 6.92%
Axis Short Term –Direct Plan| Moderate| 10.06%| 8.25%
Canara Robeco Income- Reg| High| 13.50%| 8.94%

Hybrid Funds

Name of stock| Risk| 1-Year Return| 3-Year Return
Indiabulls Savings Income Direct-G| Low| 9.02%| 11.42%
Mirae Asset Hybrid Equity Direct- G| High| 12.07%| 14..04%
ICICI Pru Equity & Debt Direct-G| High| 10.43%| 12.20%
To use a mutual funds returns calculator India, will be required to enter the variables mentioned in these tables together with the length of your investment.

Benefits of using our online mutual fund calculator

These calculators offer many benefits that make investing easier.
This tool provides a very accurate estimate of the return on mutual fund investments.
This saves time and eliminates the need to calculate manually.
Because it's online, it can be accessed from anywhere. This makes it extremely convenient to do financial planning while on the move.
India's mutual funds are a popular investment option. These investments come with inherent risks, but the returns are proportionately greater.

Are mutual funds subject to negative returns?

Yes, mutual funds can have negative returns. These situations can be avoided with financial planning and expert guidance.

How many mutual funds are available in India?

According to the SEBI data, there were 1,013 mutual fund schemes in India in FY18.

Parmis Kazemi
Article author
Parmis Kazemi
Parmis is a content creator who has a passion for writing and creating new things. She is also highly interested in tech and enjoys learning new things.

Mutual Funds Returns Calculator English
Published: Mon May 16 2022
In category Financial calculators
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