Mutual Fund Returns Calculator
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Mutual Fund Returns Calculator
Mutual funds are a cornerstone of investment in the Indian financial landscape. As of June 2019, the average assets under management (AuM) of the entire mutual fund industry stands at an impressive Rs. 24.25 trillion, marking a significant increase from Rs. 5.83 trillion in 2009.
Despite the inherent market risks associated with mutual fund investments, accurately estimating returns is crucial. FinanceResources.in provides a free mutual fund return calculator, empowering investors to gauge expected returns effectively.
How Can a Mutual Fund Return Calculator Online Help You?
Understanding various types of mutual fund returns, such as absolute return, annualized return, total return, trailing return, point-to-point return, and rolling return, can be complex for prospective investors. The online mutual fund return calculator at FinanceResources.in simplifies this process, offering valuable assistance.
- Provides estimates for 1 year, 3 years, and 5 years investment periods.
- Facilitates future financial planning based on the estimated returns.
- User-friendly interface ensures accessibility for investors of all levels of expertise.
Retirees and senior citizens are among the most common investors in this scheme. Such individuals obviously require a fixed monthly financial input. An SWP can provide the same over and above the pension or even as an alternative. They can easily use FinanceResources.in’s simple and intuitive systematic withdrawal plan calculator for numerous benefits.
- A Systematic Withdrawal Plan ensures monthly returns while generating ROI on the total investment. This calculator can help easily compute both accurately.
- It’s easy to set the amount which you wish to withdraw every month and calculate the amount on maturity accordingly.
- It is easily accessible online.
- This does not require any expertise to operate. Users need to just put variables in the proper space, and output is ready in no time.
“Looking to invest? Open an account with FinanceResources.in and start investing in direct Mutual Funds for free”
How does a Mutual Fund Total Return Calculator Work?
A mutual fund calculator is a practical financial tool enabling investors to calculate returns from mutual fund investments. Broadly, there are two ways to invest in mutual funds – one-time investments and monthly Systematic Investment Plans (SIPs).
SIP or Systematic Investment Plan involves investing a small amount monthly, with the Net Asset Value (NAV) fluctuating. An online SIP calculator predicts returns based on SIP amount, investment duration, and expected rate of return.
For one-time investments, where a substantial amount is invested at once, the change in NAV does not impact the number of units purchased. Three key inputs – investment amount, estimated ROI, and investment duration – are required for calculations.
Estimated Returns on Key Schemes
Explore high-yielding stocks in India across equity, debt, and hybrid categories with their estimated returns:
Equity Funds
- Aditya Birla Sunlife Frontline Equity Fund: Moderate 9.47% – 10.50%
- HDFC Mid-cap Opportunities Fund: High 12.60% – 16.99%
- ICICI Pru Focused Bluechip Equity Fund: Moderate 13.18% – 11.03%
Debt Funds
- Aditya Birla Sun Life Active Debt Multi-manager FoF Scheme: Low 8.30% – 6.92%
- Axis Short Term –Direct Plan: Moderate 10.06% – 8.25%
- Canara Robeco Income- Reg: High 13.50% – 8.94%
Hybrid Funds
- Indiabulls Savings Income Direct-G: Low 9.02% – 11.42%
- Mirae Asset Hybrid Equity Direct-G: High 12.07% – 14.04%
- ICICI Pru Equity & Debt Direct-G: High 10.43% – 12.20%
Utilize a mutual fund returns calculator on FinanceResources.in by inputting these variables along with your investment duration.
How to use FinanceResources.in’s calculator?
FinanceResources.in’s mutual funds returns calculator is user-friendly:
- Enter the invested amount, expected rate of return, and investment duration.
- Receive an estimate of the appreciated investment amount at the specified tenure.
Advantages of using FinanceResources.in online mutual funds calculator
Experience the following advantages when using FinanceResources.in’s calculator:
- Provides a fairly accurate estimate of mutual fund investment returns.
- Saves valuable time by eliminating the need for manual calculations.
- Online accessibility ensures convenience for financial planning on the go.
Mutual funds, as an investment instrument, are witnessing steady growth in India. While they carry inherent risks, the potential returns make them an attractive option.
“Looking to invest? Open an account with FinanceResources.in and start investing in direct Mutual Funds for free”
FAQs
Yes, there can be negative returns on mutual funds. Mutual funds invest in various asset classes such as stocks, bonds, and money market instruments, and their returns are subject to market fluctuations. If the value of the underlying securities in the mutual fund portfolio decreases, it can lead to negative returns for investors.
As of the latest available data, there are hundreds of mutual fund schemes offered by various Asset Management Companies (AMCs) in India. The number of mutual fund schemes can vary over time as new schemes are launched, merged, or discontinued by AMCs in response to market trends and regulatory changes. Investors have a wide range of options to choose from based on their investment objectives, risk tolerance, and financial goals.