Compare gross projected value with an expense-adjusted estimate for lump-sum or monthly investing.
Calculate with the Mutual Fund Return Calculator
Enter the details below. Required values are validated before results are shown.
Mutual Fund Return Calculator results
Mutual Fund Return Calculator projection
The year-by-year values are also provided in the accessible table.
How to use the Mutual Fund Return Calculator
- Choose the display currency and any calculation mode or frequency.
- Enter each required value using a consistent currency and time basis.
- Select Calculate or press Enter.
- Review the result explanation, assumptions, and any schedule before relying on the estimate.
Worked example
A 12% gross return with a 1% expense ratio is modeled as an 11% net annual return.
Understanding the results
The summary separates the most important output from supporting values. Currency selection changes formatting only; it does not convert exchange rates or alter a currency-independent formula.
Frequently asked questions
Why is expense-ratio impact only an estimate?
Lump-sum mode compounds one amount; SIP mode treats the amount as a monthly contribution with optional annual step-up. The result depends on the values and assumptions entered, so compare it with the applicable provider or official rule.
Can I use decimal values in the Mutual Fund Return Calculator?
Yes. Decimal values are supported. Results are calculated at full JavaScript numeric precision and formatted for readability.
Are the Mutual Fund Return Calculator results guaranteed?
No. The calculator provides an estimate based on the entered assumptions and is not financial, tax, investment, lending, payroll, or legal advice.