Hatilong , Near Maruti Suzuki Arena ( Saikia Auto ) , Lakhimpur ,Assam-787031
7086962101
Facebook-f X-twitter Dribbble Linkedin-in
Let’s Talk
Let’s Talk

Mutual Fund Calculator

Your mutual fund details will appear here.

Introduction to Mutual Fund Investment

Mutual funds allow investors to pool money and invest in diversified portfolios of stocks, bonds, and other securities. A systematic approach like monthly SIP investment helps accumulate wealth over time. Using a Mutual Fund Calculator helps investors understand the potential growth of their investments, expected returns, and total gains.

How to Use the Mutual Fund Calculator

Enter your monthly investment, expected annual return, and tenure in years. Click “Calculate Returns” to view future value, total investment, and total gains. This helps in planning your mutual fund portfolio efficiently.

Importance of Mutual Fund Calculation

  • Assists in wealth creation and financial planning
  • Helps compare different fund schemes and expected returns
  • Enables goal-based investing for retirement, education, and major purchases
  • Provides clarity on expected gains and compounding benefits

Mutual Fund Calculation Formula

The future value of mutual fund SIP is calculated using the formula:

FV = P × [(1 + r)^n – 1] / r × (1 + r)

Where P is monthly investment, r is monthly return rate, n is total months. Total investment is P × n, and total gain is FV – total investment.

Applications of Mutual Fund Calculator

  • Planning for long-term financial goals
  • Understanding compound growth benefits
  • Comparing expected returns of different schemes
  • Investing systematically for wealth creation

FAQs

Q1: Can I calculate for any mutual fund scheme?
Yes, just enter your expected return and monthly investment.

Q2: Are taxes included?
No, this calculator shows gross returns. Capital gains taxes are not included.

Q3: Can this calculator be used for long-term investment planning?
Yes, it works for both short-term and long-term investments.

Conclusion

The Mutual Fund Calculator is a quick, reliable, and accurate tool to calculate future value, total investment, and gains from systematic investments. Use this tool to plan your investments, visualize compounding effects, and make informed financial decisions to achieve your financial goals efficiently.