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Mutual Fund Returns Calculator

Calculate lumpsum and SIP investment growth with year-by-year breakdown

Year-by-Year Growth

YearInvestedReturnsValue

About Mutual Fund Investing

Mutual funds pool money from multiple investors to invest in stocks, bonds, and other securities. They are managed by professional fund managers and offer diversification, liquidity, and the potential for higher returns compared to traditional savings. In India, mutual funds are regulated by SEBI and have become one of the most popular investment vehicles.

Lumpsum vs SIP

A lumpsum investment works best when you have a large amount to invest at once, especially during market corrections. SIP (Systematic Investment Plan) is ideal for salaried individuals as it allows regular monthly investments, benefits from rupee cost averaging, and removes the need to time the market.

Power of Compounding

The longer you stay invested, the more powerful compounding becomes. For example, a monthly SIP of ₹10,000 at 12% returns grows to approximately ₹23 lakhs in 10 years, ₹1 crore in 20 years, and over ₹3.5 crores in 30 years. Starting early is the key to building significant wealth.

Frequently Asked Questions

What is the difference between lumpsum and SIP?
Lumpsum is a one-time investment, while SIP involves investing a fixed amount monthly. SIP benefits from rupee cost averaging and is better for salaried individuals.
What is a good expected return for mutual funds?
Equity mutual funds in India have historically delivered 12-15% annual returns over 10+ years. Debt funds typically return 6-8%. Past performance does not guarantee future returns.
Are mutual fund returns taxable?
Yes. Equity fund STCG is taxed at 15% (under 1 year), LTCG at 10% above ₹1 lakh (over 1 year). Debt fund gains are taxed at your slab rate.