Free Tool

Mutual Fund Returns Calculator

Project mutual fund returns for both SIP and lumpsum modes. Compare invested amount against estimated returns over your chosen horizon.

10,000
12 %
10 Years

Mutual fund returns are subject to market risk. Read all scheme-related documents carefully.

Projected Value

Total Value₹23,23,391
Invested Amount₹12,00,000
Estimated Returns₹11,23,391
Invested
Returns
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What returns should I assume?

Equity funds have historically returned 10-14% p.a. over the long term, though past performance doesn't guarantee future results.

SIP or lumpsum in mutual funds?

SIPs suit regular income and reduce timing risk; lumpsums suit idle capital deployed when valuations are attractive.

Are mutual fund gains taxed?

Yes — equity LTCG above ₹1.25L/year is taxed at 12.5%; debt fund gains are taxed at your slab rate.

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