Calculator

Mutual Fund Calculator

Calculate your mutual fund returns for both SIP and lumpsum investments. Get projected future value and wealth growth insights.

SIP Investment Details
₹10,000
12%
10 Years
Invested Amount

₹12.00 L

Est. Returns

₹11.23 L

Total Value

₹23.23 L

Investment Breakdown
Invested (51.6%)
Returns (48.4%)

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Frequently Asked Questions

What is a good expected return rate for mutual funds?
Equity mutual funds have historically delivered 12-15% returns over the long term. Debt funds typically return 6-9%. However, past performance doesn't guarantee future results.
Should I invest in SIP or lumpsum?
SIP is recommended for regular income earners as it averages out market volatility through rupee cost averaging. Lumpsum is suitable when you have a large amount and markets are at lower levels.
What is CAGR in mutual funds?
CAGR (Compound Annual Growth Rate) represents the annualized average return of your investment over a period, assuming profits are reinvested. It's a better measure of performance than absolute returns.
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