Mutual Fund Return Calculator
Calculate expected returns from mutual fund investments. Compare SIP and lumpsum returns for informed investment decisions.
Results
Maturity Value
₹0
Total Returns
₹0
Expense Deducted
₹0
How to Use Mutual Fund Return Calculator
- 1
Enter your investment amount
- 2
Specify expected annual return
- 3
Input investment period
- 4
Enter the fund's expense ratio
Mutual Fund Return Calculator Formula
Effective Return = Expected Return - Expense Ratio; Maturity = Principal × (1 + Effective Return)^YearsExample Calculation
Input Values
Investment Amount
₹5,00,000
Expected Annual Return
12 %
Investment Period
10 years
Expense Ratio
1 %
Results
Maturity Value
₹14,19,067
Total Returns
₹9,19,067
Expense Deducted
₹1,35,918
Frequently Asked Questions
What is expense ratio?
Expense ratio is the annual fee charged by mutual funds for management, administration, and other costs, expressed as a percentage of assets.
How does expense ratio affect returns?
Higher expense ratio reduces your effective returns. A 1% difference in expense ratio can significantly impact long-term returns.
What is a good expense ratio?
Index funds: 0.1-0.5%, Active equity funds: 1-2%, Debt funds: 0.5-1.5% are typical ranges.