📊 Mutual Fund Calculator

Calculate lump sum mutual fund returns with CAGR.

About Mutual Fund Calculator

Mutual fund returns calculator for lump sum investments with CAGR visualization.

Features

  • Lump sum
  • CAGR
  • Return projection

Frequently Asked Questions

How are mutual fund returns calculated?

Mutual fund returns are calculated using CAGR formula: (End Value / Start Value)^(1/Years) - 1. This gives the annualized return over the investment period.

What is the difference between lump sum and SIP?

Lump sum invests a one-time amount while SIP invests periodically. SIP reduces timing risk through rupee cost averaging and is better for volatile markets.

What is a good mutual fund return?

Large-cap equity funds historically return 10-14% annually over long periods (10+ years), while mid-cap and small-cap funds can return 12-18% with higher volatility.

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