This post was most recently updated on January 6th, 2024
Are you looking for a simple and effective way to calculate the returns of your mutual fund investments? Do you want to compare different mutual fund schemes and find out which one suits your financial goals best? Use our Mutual Fund Return Calculator to track the performance of your mutual fund portfolio over time and make informed decisions.
The Mutual Fund Return Calculator tool is an online application that helps you estimate the future value of your mutual fund investments based on certain parameters. You can use it to calculate the returns for both lump sum and SIP (Systematic Investment Plan) investments.
In this article, we will introduce you to our ‘Mutual Fund Return Calculator’ tool, and show you how it works, and how you can use it to plan your mutual fund investments. We will also share some of the features and benefits of using our tool, and some tips to optimize your mutual fund returns.
Consider reading: Mutual Fund SIP Calculator
Mutual Fund Return Calculator
Free Mutual Fund Return Calculator – Easily check Mutual Funds Returns for Regular and Direct Mutual funds
Tip: You can Select Multiple Mutual Funds to compare their returns
Select Type of chart
Tip: Read below to understand difference between the charts
Mutual Fund Return Calculator Chart Types
Systematic Investment Plan (SIP) Rolling Returns (XIRR %): This chart illustrates the varying XIRR (Extended Internal Rate of Return) percentages for investments made consistently at an amount of ‘x’ on specified dates starting from 10-Jan-2020 until 10-Dec-2022, totaling 36 investments over three years. The value of ‘x’ remains constant for each investment. The graph displays the range of XIRR returns that could have been achieved by engaging in a three-year SIP with this fund, showcasing the concept of rolling returns where each point represents a different return value.
Systematic Investment Plan (SIP) Rolling Absolute Value (₹): In this visualization, ‘x’ represents a fixed investment amount entered by you, made consistently on predetermined dates from 10-Jan-2020 to 10-Dec-2022, culminating in 36 investments. The graph represents the current monetary value (₹) of your investment, ‘p’. It shows the various absolute returns (in rupees) that could have been realized from a three-year SIP in this fund at any time, illustrating all possible final investment values the fund could have generated, based on a hypothetical regular investment of ₹10,000.
Lump Sum Rolling Returns (CAGR %): This graph details the annualized returns (Compound Annual Growth Rate, CAGR %) from a single lump sum investment ‘x’ made on 10-Jan-2020. The amount ‘x’ is flexible. The chart displays the yearly return percentage (‘p’) on your investment.
Lump Sum Rolling Absolute Value (₹): Here, a one-time investment ‘x’ is made on 10, 2020, with ‘x’ being the amount you enter as a lump sum. The graph depicts the current monetary value (₹) of your investment, ‘p’, highlighting the absolute value of the investment over time.
Mutual Fund Return Calculator Data
The mutual fund data is up-to-date; however, the index data gets refreshed periodically. Please make sure to cross-check the dates while using the Mutual Fund Return Calculator tool.