Mutual Fund Returns Calculator
Understand the performance of your mutual fund investments, whether you've invested through a Systematic Investment Plan (SIP) or made a Lumpsum investment. Our easy-to-use calculator helps you estimate the potential growth of your money over time or calculate the returns you've already earned.
How it works: Simply enter your investment details:
For SIP: Monthly investment amount, investment duration (years), and expected annual rate of return.
For Lumpsum: One-time investment amount, investment duration (years), and expected annual rate of return.
(Alternatively for past performance): Investment amount(s), dates, and final value/NAV.
Our tool will instantly calculate key metrics:
Total Amount Invested: The sum of all your contributions.
Estimated Future Value: The projected worth of your investment at the end of the tenure.
Total Profit/Gain: The difference between the future value and the total invested amount.
Absolute Return: The total growth expressed as a simple percentage.
Annualized Return (CAGR/XIRR): The most accurate measure, showing the average year-on-year growth rate (CAGR for Lumpsum, often XIRR for SIPs).
This calculator is perfect for tracking your portfolio's performance, comparing different funds, planning for financial goals, and making informed investment decisions.