Mutual Fund Calculator
Calculate returns on SIP and Lump Sum mutual fund investments
Investment Details
₹
Minimum: ₹100 per month
Equity: 10-15%, Debt: 6-9%, Hybrid: 8-12%
Enter your investment details to calculate mutual fund returns
Mutual Fund Categories & Expected Returns
Equity Funds
Large Cap:10-12%
Mid Cap:12-15%
Small Cap:14-18%
Flexi Cap:11-14%
Debt Funds
Liquid:4-6%
Short Duration:6-8%
Medium Duration:7-9%
Gilt:6-8%
Hybrid Funds
Conservative:7-9%
Moderate:8-11%
Aggressive:10-13%
Equity Savings:8-10%
SIP Benefits
- ✓Rupee Cost Averaging - reduces market volatility impact
- ✓Power of Compounding - wealth grows exponentially
- ✓Disciplined investing - automated monthly investments
- ✓Flexibility - start with as low as ₹100 per month
- ✓Tax benefits under Section 80C for ELSS funds
- ✓Step-up facility to increase investment amount
Investment Tips
Start Early
Time is your biggest asset. Starting early gives more time for compounding.
Diversify
Spread investments across large-cap, mid-cap, and international funds.
Stay Invested
Long-term investments (5+ years) help ride out market volatility.
Review Regularly
Review portfolio annually and rebalance based on goals and performance.