Mutual Fund Returns Calculator

Mutual fund calculator helps you to calculate mutual fund returns on your investment. Know the capital gain & the maturity amount of your mf investments.

Total Investment

Expected Rate of Return

%

1%

15%

Select Duration

Yrs

1 Yr

30 Yrs

The future value of investment will be

0

Invested Amount

Estimated Return

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How to use this Mutual Fund Returns Calculator Tool?



How to use Yttags's Mutual Fund Returns Calculator?

  • Step 1: Select the Tool
Mutual Fund Returns Calculator Step 1
  • Step 2: Enter The Following Options And Check Your Mutual Fund Returns Calculator Result
Mutual Fund Returns Calculator Step 2

Mutual Fund Calculator helps to calculate Mutual Fund Returns online & determine which mutual funds are worth investing in versus taking a chance on an unknown fund with no track record.


If you want to link to Mutual Fund Returns Calculator page, please use the codes provided below!

Mutual Fund Returns Calculator

FAQs for Mutual Fund Returns Calculator

What is a Mutual Fund Returns Calculator?
A Mutual Fund Returns Calculator is a tool that helps investors estimate the potential returns on their mutual fund investments based on various factors such as initial investment, time horizon, and expected rate of return.
How do mutual funds calculate returns?
Just like any other asset class, mutual fund returns are determined by calculating the appreciation value of the amount you've invested over a period of time. For those who don't know, mutual funds have a Net Asset Value or NAV which indicates the current price of your fund.
Which return is important in mutual fund?
Ideally, you should use the absolute returns method if the tenure of your investment is less than 1 year. For periods of more than 1 year, you need to annualise returns; which means you need to find out what the rate of return is per annum.
What is the main advantage of investing in a mutual fund?
Low Cost — An important advantage of mutual funds is their low cost. Due to huge economies of scale, mutual funds schemes have a low expense ratio. Expense ratio represents the annual fund operating expenses of a scheme, expressed as a percentage of the fund's daily net assets.
Which category of mutual fund gives highest return?
Predictably, small cap funds topped the return chart. The small cap category gave an average return of around 24.13% in 2023. The category has around 24 schemes and Mahindra Manulife Small Cap Fund offered the highest return of around 34.65%, followed by Union Small Cap Fund which offered 30.83%.