Mutual Fund Returns Calculator

A Mutual Fund Returns Calculator is a tool that helps you calculate the returns on your mutual fund investments based on the investment amount, rate of return, and investment period. It can also be used to compare the returns on different mutual fund schemes.

To use a Mutual Fund Returns Calculator, follow these steps:

• Go to any Mutual Fund Returns Calculator website.
• Select the mutual fund scheme in which you have invested or plan to invest.
• Enter the investment amount, which is the amount you plan to invest in the mutual fund.
• Enter the rate of return, which is the expected rate of return on the mutual fund investment.
• Enter the investment period, which is the number of years for which you plan to invest in the mutual fund.
• Click on the “Calculate” button.

The Mutual Fund Returns Calculator will display the returns on your mutual fund investment based on the details you entered. It will also show you a breakup of your investment amount, interest earned, and the total value of the investment at the end of the investment period.

If you want to compare the returns on different mutual fund schemes, you can enter the investment details for each scheme separately and compare the returns.

It’s important to note that the Mutual Fund Returns Calculator is an estimate, and the actual returns on the mutual fund investment may differ based on various factors such as market conditions, inflation, and other risks. Therefore, it is always advisable to consult with a financial advisor and conduct thorough research before making any mutual fund investment decisions.

Mutual Fund Returns Calculation formula

The formula to calculate the returns on a mutual fund investment is:

Returns = (Current Value of Investment – Initial Investment) / Initial Investment

Where:

“Current Value of Investment” is the current value of the investment in the mutual fund.
“Initial Investment” is the amount initially invested in the mutual fund.
To calculate the current value of the investment in the mutual fund, the formula is:

Current Value of Investment = Investment Amount x (1 + Rate of Return) ^ Number of Years

Where:

“Investment Amount” is the amount invested in the mutual fund.
“Rate of Return” is the annual rate of return of the mutual fund.
“Number of Years” is the number of years the investment has been held.
This formula assumes that the investment earns a fixed annual rate of return and that the interest is compounded annually. If the investment compounds semi-annually, quarterly, or monthly, the formula would be adjusted accordingly.

It is important to note that this formula only provides an estimate of the returns on the mutual fund investment, and the actual returns may differ based on various factors such as market conditions, inflation, and other risks. Additionally, mutual fund investments are subject to fees and expenses that may impact returns. Therefore, it is always advisable to consult with a financial advisor and conduct thorough research before making any mutual fund investment decisions.