Mutual Fund Calculator

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Portfolio returns and allocation between equity and debt are estimated based on a number of factors including the user's risk profile, goal horizon and disclosed financial position. Performance of any investment portfolio can neither be predicted nor guaranteed.

Find the future value of your MatualFund investment

  • Fixed Deposit Amount

  • No of Year

  • Interest Rate(%)


Total Investment


Total Wealth Gained


Future Amount


What is a mutual fund calculator?

A mutual fund calculator is a web-based tool that assists investors in calculating their returns and the future value of an investment based on a certain investing plan. Because mutual fund investors should ideally handle their investments with a main objective mindset, a mutual fund calculator in India can assist them to comprehend how far they'll get depending on the projected quantity of investment, time horizon, and rate of return.

How does a mutual fund calculator work?

A mutual fund calculator should be used to compute the ultimate return value based on the predicted rate of return. Ocean Finvest 's Mutual Fund Calculator is a simple tool for estimating investment returns.

To find the overall amount due at maturity, an investor must enter the investment amount and the estimated rate of return. Investors can, on the other hand, enter the estimated maturity amount to calculate the SIP/Lumpsum investment.

SIP Investment-

M = A [ (1 + i)n – 1] x (1 + i)/i
M = Maturity amount
A = SIP contribution per period
i = Rate of return
n = Holding period (in months)

Note: For daily/weekly SIPs, adjust i and n accordingly.

Lumpsum Investment-

M = P (1 + r/100)n
M = Maturity amount
P = Principal amount
r = Estimated rate of return
n = Holding period (in years)

Why use a mutual calculator?