Mutual Fund Return Calculator
The Easiest Gateway to Calculate MF Returns!
What is a Mutual Fund?
An MF or mutual fund is an investment vehicle that pools money from multiple investors. It caters to investing funds in securities like stocks, bonds, etc. Financial institutions or fund managers monitor these funds.
The primary benefit of MFs is that they automatically rebalance their investment portfolio. With market fluctuations, MFs also adapt to these changes.
Types of Mutual Funds
- 1. Equity Funds
Equity funds cater to investments in stocks or shares. Here, money is pooled from various backgrounds and invested in the stocks of multiple companies. - 2. Debt Funds
Debt funds refer to investments in fixed securities like bonds, treasury bills, etc. Here, the investors invest in long-term bonds and fixed-maturity funds. - 3. Money Market Funds
Investors in the capital or stock market are known as money market funds. These funds are managed in association with banks, financial institutions, and other institutes that issue money market securities. - 4. Hybrid Funds
Hybrid funds refer to the optimum mix of bonds and stocks. It bridges the gap between equity funds and debt funds.
How to Calculate Mutual Fund Return?
Here’s a formula to calculate MF Returns:
• One time Investment
M= P (1+r/100) n
Where,
M = Maturity amount
P = Principal amount
r = Estimated Rate of return
n = Holding period (in years)
• SIP Investment
M = A [(1+i)n-1]x (1 + i)/i
Where,
M = Maturity amount
A = SIP contribution per period
i = Rate of return
n = Holding period (in months)
What is a Mutual Fund Calculator?
An MF calculator is an online tool with a certain investment strategy. It calculates returns and the future value of the amount invested in the mutual fund. This helps investors plan and strategize their investments by better understanding them.
How can a MF Calculator help you?
There is a wide array of MF returns, such as absolute, annualized, total, trailing, and rolling returns. It is difficult for investors to calculate them manually and keep track of all the formulas. Here, an online MF calculator comes into place.
- It provides the investment periods for estimated frames of 1 year, three years, and five years.
- It assists in appropriate financial planning.
- Also, you don’t need to keep track of formulas.
How does the Mutual Fund Return Calculator Work?
There are two ways in which the MF calculator works:
- One time investment
- Monthly Investment
A systematic investment plan, or SIP, opens the gateway for MF investments. SIPs cater to small investments on designated schemes every month. But, for such schemes, the NAV changes every month. An online calculator computes the returns based on the entered parameters. You just need to input the investment amount, return rate, and period, and the calculator calculates the results in nanoseconds.
Easy Steps to Compute MF Returns with Our Calculator
- Enter the total investment amount
- Select the expected return rate for your scheme
- Choose the period of investment
Once all the details are entered, the calculator displays the results quickly.
What are the Perks of Our MF Return Calculator?
- Our Mutual fund calculator is easy to use.
- It calculates MF returns quickly.
- It can be accessed from anywhere and at any time.
- It is free to use.
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Frequently Asked Questions (FAQ)
Does the Calculator Show Fixed Returns?
No, the online MF return calculators only show expected returns.
