Are you thinking of investing in mutual funds? But not sure how much you need to invest and how long you need to invest for? Policybazaar mutual fund calculator can help you with this! Just enter a few details, and it will show you how much money you can expect to have at your retirement, your child's education, or any other financial goal.
Guaranteed Tax SavingsUnder sec 80C & 10(10D)
₹1 CroreInvest ₹10k per month*
Zero LTCG TaxUnlike 10% in Mutual Funds
Top performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
Invest For (in Years)
Stay invested for (in Years)
Expected rate of return (in %)
A mutual fund calculator is a financial tool that helps you estimate and plan your investments in mutual funds.
Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. A mutual fund calculator can assist you in making informed decisions by estimating the future value of your investment.
The mutual fund calculator typically asks for the following information:
Investment Period (i.e., the number of years for which the investment is made)
Expected Rate of Return
Frequency of the SIP (if applicable)
Follow the steps mentioned below to use the Policybazaar mutual fund returns calculator:
Step 1: Go to the online Policybazaar Mutual Fund Calculator page
Step 2: Enter the following details:
Amount you are investing
Type of investment (lump sum or SIP)
Investment horizon (number of years)
Expected rate of return
Step 3: The calculator will automatically display the following details:
Total SIP/ Invested Amount
The benefits of using a mutual fund calculator are as follows:
To Estimate Your Returns: A mutual fund returns calculator can help you estimate the returns you can expect from your investment. This information can be helpful in making investment decisions, such as how much money to invest and how long to invest it.
To Compare Different Investment Options: You can use a mutual fund returns calculator to compare the returns of different investment options, such as different mutual funds, different asset classes, or different investment time horizons. This can help you choose the investment option that is most likely to meet your financial goals.
To Track Your Investment Performance: You can track the performance of your investment over time with a mutual fund returns calculator. This information can help you see how your investment is doing and whether it is on track to meet your financial goals.
To Make Informed Investment Decisions: A mutual fund returns calculator can help you make informed investment decisions by providing you with information about the potential returns of different investment options.
There are two ways to calculate mutual fund returns: manually and using a mutual fund returns calculator.
To calculate mutual fund returns manually, you need to use the following formula:
|Lump Sum Investment||SIP Investment|
|M = P (1 + r/100)^n||M = A [ (1 + i)^n – 1] x (1 + i)/i|
M = Maturity amount
P = Principal amount
r = Estimated rate of return
n = Holding period (in years)
M = Maturity amount
A = SIP contribution per period
i = Rate of return*
n = Holding period (in months)*
* Note: For daily/weekly SIPs, adjust i and n accordingly.
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Let us say you invest in a mutual fund with the following details:
Investment Amount= Rs. 10,000
Estimated Return= 10% per year
Investment Period= 5 years
The maturity amount would be:
M = P (1 + r/100)^n
M = 10,000 * (1 + 0.10)^5
M = Rs. 16,105.10
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
There are many benefits to using the Policybazaar mutual fund calculator; a few of them are as follows:
Easy to Use: The calculator is very user-friendly and can be used by anyone, regardless of your financial knowledge.
Accuracy: This mutual fund returns calculator uses the latest market data to calculate your results, so you can be confident that the numbers are accurate.
SIP and Lump Sum Investment: The calculator allows you to calculate both your lump sum and SIP investments in the best mutual fund schemes.
Free to Use: The Policybazaar mutual fund calculator is available to everyone at no cost.
Comprehensive Inputs: The calculator allows you to enter a variety of factors, such as your initial investment amount, investment horizon, and expected rate of return. This gives you a more accurate picture of your potential returns.
Flexibility: The mutual fund calculator allows you to choose from different SIP frequencies, so you can find the option that best suits your needs.
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The Mutual Fund Calculator is your key to making smarter investment choices. With this tool, you can plan for your financial goals, compare funds, and gain control over your financial future. Start calculating now and pave your way to financial success!
Lump Sum Calculator
Mutual Fund Returns Calculator
Each type of calculator is designed to help you with a specific aspect of mutual fund investing.
*All savings are provided by the insurer as per the IRDAI approved insurance
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
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