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Mutual Fund Calculator

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Mutual Fund Calculator

The Mutual Fund Calculator or Mutual Fund Return calculator is a retrospective analysis tool designed to help you understand the historical performance of various mutual fund. By inputting a fund name, the...  monthly investment amount (in Rupees), and the investment duration (in years), the tool calculates the worth of your investment over the past specified time period based on historical data. Unlike predictive tools, this calculator does not forecast future returns but offers insights into how your investment would have performed in the past. This feature can assist you in making informed investment decisions by understanding past trends and patterns.
The tool's interface is designed to be intuitive and straightforward, making it easy for anyone to use, regardless of their financial background or investment experience. You don't need to be a subject expert to use this calculator effectively. Even first-time users will find the tool's navigation smooth and user-friendly. Simply enter the required information, and the calculator will provide clear and concise information in graphical form based on historical data. By making complex financial data accessible, the Mutual Fund Calculator empowers individuals to gain insights into investment trends and make more informed financial decisions.  Read more

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Worth of investment

Enter details first & calculate

Worth of investment

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% p.a.

₹ invested across years

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Mutual Fund Calculator: Frequently Asked Questions (FAQs)

A mutual fund calculator, also known as a mutual fund return calculator, is a financial tool that helps investors assess their potential earnings from various mutual fund investments.

Value Research's Mutual Fund Calculator considers several factors to compute your potential investment value after a certain period. These factors include the fund's name, minimum monthly investment, time duration and by how much you want to increase your SIP every year.

Once you have provided the necessary details, click the 'Show SIP Returns' tab. You will see the estimated value of your investment along with the expected annual returns.

If you have specific goals such as buying a home, investing in your child's education, or planning for retirement but are unsure how to meet them, Value Research's Mutual Fund Calculator can be handy. The tool helps you explore various investment scenarios and compare across mutual fund options to determine which investment aligns with your financial objectives.

Further, the calculator helps you strategise your portfolio so that you are on track to meet your financial aspirations.

If you don’t know which fund you want to invest in, you can find a list of calculators tailored for different fund houses. Go to ‘Other AMC calculators’ and click on any of the 43 fund house names. You will then get a list of the various funds offered by the respective AMC, choose any one, and enter the monthly investment amount and time duration to get the estimated worth of your investment.

Yes. Value Research’s Mutual Fund Calculator is free for all users. All you need to do is log in to Value Research Online using your email address and start using the Mutual Fund Calculator to make well-informed investment decisions.