Mutual Fund Calculator

Mutual Fund
Lumpsum
Yrs
%

The Total Value of Your Investment After 10 Years Will be

₹31,058

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What is a Mutual Fund Calculator?

A mutual fund calculator is an online tool that shows how your investment may grow over time. With the YES SECURITIES Mutual Fund Calculator, just enter your amount, tenure and expected return to see the estimated value of your investment instantly.

How Does a Mutual Fund Calculator Work?

A mutual fund calculator shows how much return you can earn. You can invest in two ways:

  • SIP: Invest in small, fixed amounts every month, and enjoy a flexible, beginner-friendly investment approach.
  • Lumpsum: Make a one-time investment at the current NAV and watch your investment grow over time. A good approach if you have extra investable funds. If you have extra funds.
FAQs on Mutual Fund Calculator

What are Mutual Funds?Minus

Mutual funds are investment schemes that pool money from many investors and invest in assets like stocks, bonds, or other securities.A fund manager manages this pool to generate returns.

What happens if I invest ₹10,000 per month in SIP for 30 years?Plus

Assuming 12 % average annual returns, ₹10,000 per month for 30 years can grow to around ₹3.5 crore(compounded).At 10 % returns, it would be about ₹2.3 crore *.

How much will ₹10,000 per month grow in 10 years through a mutual fund?Plus

Assuming at 12 % annual returns, ₹10,000 per month for 10 years can grow to around ₹23 lakh.At 10 % returns, it would be about ₹20 lakh *.

How can I accumulate ₹50 lakhs in 5 years using SIP?Plus

To reach ₹50 lakhs in 5 years, you need to invest about ₹65,000–₹70,000 per month (assuming 12 % returns)*.

Is it possible to have negative returns in mutual funds?Plus

Yes, Mutual funds linked to equities or markets could give negative returns if markets fall.Debt funds may also show losses during interest rate hikes or defaults.

Can I withdraw from my SIP anytime?Plus

Yes, you can redeem your units and withdraw from a Systematic Investment Plan(SIP) whenever you wish.

How to choose between lumpsum and sip?Plus

Choosing between lumpsum and SIP depends on your financial goals, risk tolerance, market conditions, and investment horizon.

Can I increase or decrease my SIP amount?Plus

Yes, most mutual funds allow you to modify your SIP amount anytime based on your financial planning.

What happens if I miss a SIP installment?Plus

Missing a SIP installment doesn’t affect your existing units; you can resume contributions anytime.

Can I start multiple SIPs in different funds?Plus

Yes, you can diversify by starting multiple SIPs across various funds to balance risk and returns.
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