Your Guide to Mutual Fund Calculator
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Qualified Policybazaar expert will assist you A mutual fund calculator is a useful tool to estimate your returns on mutual fund investments through a systematic investment plan (SIP). SIP investments have become increasingly popular among millennials as a way to invest in mutual funds.
With a mutual fund SIP calculator, you can get an estimate of the wealth gain and expected returns from your monthly SIP investments. This gives you an approximate maturity amount based on projected annual returns.
Benefits of Mutual Fund Return Calculator
Here are the major benefits of a mutual fund calculator —
- Easy Usage: Online mutual fund return calculators are quite easy to use. You need to provide only 3 details — investment strategy, tenure, and the amount — to get the estimated return.
- Time-saving Process: Mechanical calculation of SIP or lumpsum return investment is tedious and time-consuming. An online mutual funds calculator eases the process, providing expected returns in seconds.
- Quick Comparisons: You can easily calculate returns for both SIP and lump sum investments. By comparing estimated returns for both methods, you can make informed investment decisions.
Adjust the investment amount, duration, and strategy to compare multiple options. - Realistic Goal Setting: Setting realistic financial goals is easy with the mutual fund calculator. You can estimate the future value of your investment and adjust investment duration and the rate of return to match your financial aspirations.
- Free to Use: Online mutual fund calculators are free and can be used any number of times.
How Does a Mutual Fund Calculator Work?
A mutual funds return calculator helps you find out the expected returns on your investment over time considering profit rates. With this tool, you can understand —
- How much to invest monthly
- Expected profit on your investment
- Impact of inflation on your investment
- Total investment returns at the end of the tenure
- Monthly investment required to reach a targeted amount and the duration needed
By understanding these factors, you can manage your investment smoothly. You can compare different SIP investment providers and choose the best one for your investment goals.To use the mutual fund calculator, you need to provide the following information —
- Investment amount (in AED)
- Tenure
- Expected return rate (p.a.)
Important: Actual returns may vary due to several factors. This is because a mutual fund SIP calculator does not account for exit loads, expense ratios, and more.
Use the Mutual Fund SIP Calculator on Policybazaar.ae
A mutual fund return calculator is available on Policybazaar.ae. This is an automated online tool that helps you estimate the return on mutual fund investments.
To get an estimated amount, simply enter the following information —
- Investment amount
- Tenure (monthly or annually)
- Expected return rate (per annum)
This will show you the invested amount, returns on that amount, and the total value of your investment.
Go through the following frequently asked questions section to know more about mutual fund calculators.
Frequently Asked Questions
Yes, you can use a mutual fund calculator for any kind of mutual fund.
In a mutual fund, your money is combined with other investors' funds and invested in different assets. These funds help you build a diverse portfolio by investing in securities, bonds, currencies, and commodities across various markets.
A mutual fund return calculator simplifies the investment process, making it more accessible for you. It helps you see how your investment will look after a set period and as per particular returns, which is useful for future financial planning.
With its user-friendly interface, it helps both beginners and experienced investors confidently approach their financial goals and make informed decisions.
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