Home > Tools > Mutual fund calculator

Mutual Fund Return Calculator

One of the most popular investment options in India is mutual funds. The average assets under management (AuM) of the entire MF sector as of June 2019 is a staggering Rs. 24.25 trillion, up more than four times from Rs. 5.83 trillion in 2009.

Mutual fund investments are subject to market risks, however, the returns can be predicted reasonably accurately. To calculate the expected return amount, use FlipItMoney's free mutual fund return calculator.

How Can a Mutual Fund Return Calculator Online Help You?

As an investor, one should be familiar with various types of mutual fund returns, such as: absolute return, annualised return, total return, trailing return, point to point return, and rolling return. A potential investor may find it challenging to keep all of these things in mind, which is why the online calculator for mutual fund returns can be so helpful.

  • It will provide you with a full estimate for investment periods of one year, three years, and five years.

  • You will be able to plan your finances for the future based on the anticipated returns.

  • To use this calculator, you don't need to be a subject expert. Even someone who has never used it before won't have trouble using it because of how easy it is to use.

How does a Mutual Fund Total Return Calculator Work?

A mutual fund calculator is a useful financial tool that helps investors determine the returns from investing in mutual funds. In general, there are two ways to invest in mutual funds: one time & monthly.

SIP is a method of investing a fixed sum, regularly, in a mutual fund scheme. One thing to keep in mind is that these funds' NAVs fluctuate each month, and the same sum of money can purchase a different number of units in different months.

For example, let's consider you made a Rs 1,000 12-month SIP investment. The chosen stock's NAV is Rs. 10 at the time of availing the SIP. This means that you can buy 100 units of the stock in the first month. The NAV increases to Rs. 20 in the following month. Just 50 pieces of the same stock are now available for your 1000 rupees.

Based on a set of parameters, an online SIP calculator forecasts the returns on your SIP. The calculator will generate the results in a matter of seconds once you enter the SIP amount, investment duration, and expected rate of return.

An investment is when an individual invests a substantial amount at one go in a particular scheme.

One of the main benefits of choosing a one-time investment is that the number of units you can purchase is unaffected by changes in NAV value. You must enter three crucial pieces of information: your investment amount, your estimated return on investment(ROI), and the duration of your investment.

Estimated Returns on Key Schemes

Equity, debt, and hybrid stocks are the three main kinds of stock you can buy. Here are some of the highest-yielding Indian stocks in each category, along with their estimated returns.

Equity Funds

Name of stock Risk 1-Year Return 3-Year Return
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

Name of stock Risk 1-Year Return 3-Year Return
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

Name of stock Risk 1-Year Return 3-Year Return
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%

When you use a mutual fund returns calculator India, you will have to insert the variables as mentioned in these tables along with the duration of your investment.

How to use FlipitMoney’s calculator?

The mutual fund return calculator offered by online financial solutions provider FlipItMoney is quite simple to use.

All one needs to do is to enter the amount you have invested, the expected rate of return and the number of years for which you have made the investment. Within seconds the appreciated amount of your investment at the end of the specified tenure will be reflected. These calculators have a number of benefits that simplify the lives of investors.

Advantages of using FlipitMoney online mutual funds calculator

These calculators have a number of benefits that simplify the lives of investors.

  • It gives you an estimate of the returns on your mutual fund investments that is fairly accurate.
  • By removing the need to perform the calculations manually, you can save a significant amount of time.
  • You can perform financial planning on the go because it is an internet tool that is accessible from anywhere.

In India, mutual funds are becoming a more popular investing option. These investments have some inherent risk, but the returns are proportionately higher.

Mutual Fund Returns Calculator - FAQs

Yes, there is always a chance of losing money while investing in mutual funds. However, such circumstances can be avoided fairly easily with some financial planning and expert assistance.
According to data released by SEBI, there were 1,013 mutual fund schemes in India as of FY18.
Mutual Funds Calculators
SIP Calculator