Mutual Fund Returns Calculator

  • Supports SIP & Lumpsum
  • Calculates XIRR & CAGR
  • Tracks investment growth
Start Calculating
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0 years
XIRR
0.0%
Investment Amount
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Estimated Returns
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Total Value
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Select a fund to get started
Fund Age
Data Since
10,000
10years

Disclaimer

Mutual fund returns are market-linked and not guaranteed; past performance may or may not sustain in the future.

Investment Breakdown

XIRR
Inv. Amount
Est. Returns
INVESTMENT AMOUNT
ESTIMATED RETURNS
TOTAL VALUE

Disclaimer

Mutual fund returns are market-linked and not guaranteed; past performance may or may not sustain in the future.

Frequently Asked Questions

  • How does this calculator work?

    This calculator estimates returns using the fund's past performance and your inputs to compare long-term SIP and lump sum growth.

  • What is a SIP?

    A SIP (Systematic Investment Plan) is a method of investing a fixed amount in mutual funds at regular intervals, usually monthly.

  • Why use XIRR for SIP?

    In SIPs, investments are made on multiple dates. XIRR considers the timing of each investment and calculates a realistic annualized return instead of a simple average.

  • Why use CAGR for lumpsum?

    Since a lump sum investment is made once, CAGR shows the consistent annual growth rate over the investment period.

  • Why may returns vary?

    Mutual fund returns vary due to market movements and costs like expense ratio, exit load and taxes. The calculator shows an approximate projection to help you understand long-term outcomes.

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