Mutual Fund Calculator
Calculate mutual fund returns, SIP investments, and projected wealth growth with our comprehensive calculator. Plan your financial future with accurate investment projections.
Step 1: Investment Details
Understanding SIP
SIP (Systematic Investment Plan) allows you to invest a fixed amount regularly in mutual funds. This helps in rupee cost averaging and long-term wealth creation.
Step 2: Returns & Projection
About Expected Returns
Historical equity mutual fund returns in India have averaged 12-15% over long periods. Debt funds typically offer 6-8%. Adjust based on your risk profile and fund type.
Investment Projection Results
Estimated Future Value
Return Scenario Comparison
| Annual Return | Total Invested | Future Value | Wealth Gained |
|---|
Yearly Investment Growth
Mutual Fund Calculation Formula
Future Value = P(1+r)^n + SIP × [((1+r)^n – 1)/r] × (1+r)
Where P = Initial Investment, SIP = Monthly Investment, r = Monthly Return Rate, n = Total Months. This calculates compound growth with regular contributions.
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