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Mutual Funds Calculator

₹ 1,00,000
6.5%
10 Years
Total Value
₹ 1,87,714

Total Value

₹ 1,87,714
Invested Amount
₹ 1,00,000
Est. Return
₹ 87,714

Explore Market
Recommendations

HDFC Focused funds

Equity
95.03%
Debt
14.6%
Others
0.03%
₹ 23.7 Cr

Returns

Crisil Rating
ⓘ
very good performance among peers

HDFC Focused funds

Equity
95.03%
Debt
14.6%
Others
0.03%
₹ 23.7 Cr

Returns

Andrew Rating
ⓘ
very good performance among peers

HDFC Focused funds

Equity
95.03%
Debt
14.6%
Others
0.03%
₹ 23.7 Cr

Returns

Crisil Rating
ⓘ
very good performance among peers

HDFC Focused funds

Equity
95.03%
Debt
14.6%
Others
0.03%
₹ 23.7 Cr

Returns

Crisil Rating
ⓘ
very good performance among peers

What is an Mutual Funds Calculator?

A Mutual Fund Calculator is an online tool designed to estimate the future value of your lumpsum investment in mutual funds. It considers factors like initial investment amount, expected annual return rate, and investment tenure to provide an accurate projection of your returns. This tool is ideal for investors looking to compare different investment options and plan their financial future effectively.

Real-World Use Cases for the Mutual Funds Calculator

  1. Bonus Investment Strategy:An IT professional strategically evaluates investing a ₹5 lakh performance bonus using the lumpsum calculator. By comparing different mutual fund options, he models potential growth scenarios, understanding how one-time investments can create significant wealth over 3-5 years.
  2. Inheritance Investment Planning:A young inheritor uses the calculator to analyze how a sudden ₹10 lakh windfall can be transformed into a robust investment portfolio, exploring different mutual fund categories to balance risk and potential returns.
  3. Real Estate Down Payment Growth:An aspiring homeowner tracks potential corpus growth for a future property purchase, using the lumpsum investment calculator to understand how strategic investments can accelerate down payment savings.
  4. Wedding Fund Creation:A couple plans their wedding expenses by modeling lumpsum investment scenarios, visualizing how systematic investment can help them create a substantial financial buffer for their special day.

Popular Calculators

How to Use an Mutual Funds Calculator

Follow these simple steps to calculate your MF returns:

Enter Your Investment Amount:

  • Input the lump sum amount you plan to invest in a mutual fund.
  • Example: If you invest ₹1,00,000, enter '100000'.
01

Enter the Expected Rate of Return:

  • Specify the annual return percentage based on historical performance of the mutual fund (e.g., 10-12%).
02

Select the Investment Tenure:

  • Choose the number of years you plan to stay invested.
03

Analyze the Results:

  • Use the output to compare different mutual funds and strategize your investments.
04
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Advantages of an Mutual Funds Calculator

Accurate Investment Growth Estimation

Accurate Investment Growth Estimation

Provides precise projections based on expected returns.

User-Friendly & Instant Results

User-Friendly & Instant Results

Get calculations in seconds without complex formulas.

Customizable Inputs

Customizable Inputs

Modify investment amount, tenure, and returns to compare scenarios.

Free & Unlimited Access

Free & Unlimited Access

Perform multiple calculations for different investment plans.

Mobile & Desktop Compatibility

Mobile & Desktop Compatibility

Access it from any device.

Compare MF Returns

Compare MF Returns

Evaluate different mutual funds to choose the best one.

Plan Long-Term Wealth Creation:

Plan Long-Term Wealth Creation:

Helps investors align financial goals with investment strategies.

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