Mutual Fund Returns Calculator
- Supports SIP & Lumpsum
- Calculates XIRR & CAGR
- Tracks investment growth
Smarter investing starts with better research
Start CalculatingDisclaimer
Mutual fund returns are market-linked and not guaranteed; past performance may or may not sustain in the future.
Investment Breakdown
Disclaimer
Mutual fund returns are market-linked and not guaranteed; past performance may or may not sustain in the future.
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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.