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Mutual Fund Returns Calculator

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Project the maturity value of a mutual-fund investment made as a monthly SIP or a one-time lumpsum — with invested amount, estimated returns, absolute return, effective CAGR, and a growth chart, instantly in your browser.

SIP & Lumpsum
Growth Chart
Instant
100% Client-Side

1. Investment details

Investment type

Informational only — not investment advice. Assumes a constant return; real mutual-fund returns vary and are never guaranteed.

2. Projected returns

Maturity value in 10 years
₹23,23,391
Invested amount
₹12,00,000
Est. returns
₹11,23,391
Absolute return
93.6%
Effective CAGR
6.83%
Projected growthValueInvested

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How to Use

  1. 1 Choose a monthly SIP or a one-time lumpsum
  2. 2 Enter the amount you'll invest
  3. 3 Set the expected annual return
  4. 4 Choose how many years you'll stay invested
  5. 5 Read the maturity value, returns, and effective CAGR
  6. 6 See the growth chart of value versus invested

Features

  • Both SIP and lumpsum modes in a single calculator
  • Maturity value from the standard SIP / compound-growth formulas
  • Invested amount, estimated returns, and absolute return %
  • Effective compound annual growth rate (CAGR)
  • Year-by-year growth chart, no library, fully in-browser
  • Save scenarios, step-up, inflation, and PDF reports with Pro

Why it Matters

Mutual funds are the default way most people build long-term wealth, but the relationship between what you put in and what you get out is non-intuitive because of compounding. Seeing the maturity value, the gap between invested and returns, and the effective CAGR turns a vague expectation into a concrete number you can plan around — and lets you compare a monthly SIP against a one-time lumpsum.

★★★★★

Use Cases

SIP Investors

Project the corpus from a monthly mutual-fund SIP

Goal Planning

See what your investment becomes by a target year

SIP vs Lumpsum

Compare monthly investing with a one-time amount

Comparing Returns

Test how different return rates change the outcome

What this tool does

The Mutual Fund Returns Calculator projects what a mutual-fund investment will be worth — whether you invest a fixed amount every month (SIP) or a single lumpsum. It shows the maturity value, invested amount, estimated returns, absolute return, and effective CAGR, with a year-by-year growth chart.

How it works

For a SIP, each monthly contribution compounds at the expected monthly return until the end of the term. For a lumpsum, your one-time amount compounds at the annual return. The difference between maturity value and what you invested is your estimated return.

A note on accuracy

This is an informational estimate, not investment advice. It assumes a single constant return; real mutual-fund returns vary year to year and are never guaranteed. Use a realistic long-run average and treat the result as a planning guide.

Free vs Pro

The free calculator runs one scenario and stores nothing. A proposed Pro tier would add saved and comparable scenarios, step-up SIPs, inflation-adjusted values, a goal-solver, and a branded PDF report — while the core calculator stays free forever.

Privacy

Everything runs locally in your browser. Nothing you enter is uploaded, logged, or stored.

Frequently Asked Questions

How does the mutual fund calculator work?
For a SIP it applies the future-value-of-a-series formula: each monthly contribution compounds at the expected monthly return until the end of the term. For a lumpsum it compounds your one-time amount at the annual return. The result is the maturity value; subtracting what you invested gives your estimated returns.
What's the difference between SIP and lumpsum?
A SIP invests a fixed amount every month, averaging your purchase price over time and spreading risk. A lumpsum invests a single amount once, putting all your money to work immediately. Use SIP mode for regular monthly investing and lumpsum mode for a one-time investment; the tool supports both.
What is absolute return versus CAGR?
Absolute return is your total gain as a percentage of what you invested, ignoring time. CAGR (compound annual growth rate) is the single annual rate that takes your investment to its final value over the whole period — the fairer measure when comparing investments of different lengths. The tool shows both.
What return rate should I assume?
Use a realistic long-run estimate. Indian equity mutual funds have historically returned roughly 10–14% over long periods, but past performance does not guarantee future returns. Debt funds are lower. Treat any single number as an estimate, not a promise, and stress-test with a more conservative figure.
Can I save calculations or add a step-up SIP?
The free tool runs one scenario at a time and stores nothing. A proposed Pro tier would add saved and comparable scenarios, step-up SIPs, inflation-adjusted values, a goal-solver, and a branded PDF report. The core calculator stays free.
Is my data stored anywhere?
No. Every calculation runs locally in your browser. The numbers you enter are never uploaded, logged, or stored.

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