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How To Calculate Mutual Fund Returns

How To Calculate Mutual Fund Returns. You may be investing through sip or making lump sum investments. Your investment amount (monthly sip or lumpsum), time horizon, and a rate of return based on your investment strategy.

calculation How to calculate the return from a mutual
calculation How to calculate the return from a mutual from money.stackexchange.com

The investment return calculator results show the invested total capital in green, simple interest total in red, and the compound interest total in blue. You may use a scientific calculator or ms excel to calculate the returns using this formula. In this post, let us consider how to calculate returns from ‘dividend’ and ‘dividend reinvestment’ mutual funds.

The Sip Calculator Is A Predictive Mutual Fund Calculator That Gauges The Value Of Your Mutual Fund Returns Based On Some Key Inputs Provided By You.


Your investment amount (monthly sip or lumpsum), time horizon, and a rate of return based on your investment strategy. Hence, it would be difficult to figure out what the eventual corpus would be. A’s investment grew at an annualised rate of 9.04% every year for 3 years.

Enter A Reasonable Expected Returns Rate.


The investment return calculator results show the invested total capital in green, simple interest total in red, and the compound interest total in blue. In this post, let us consider how to calculate returns from ‘dividend’ and ‘dividend reinvestment’ mutual funds. Returns can be quite varied in nature over a long period of time.

To Calculate The Returns On Your Mutual Fund Investments Made On Different Dates, Using Xirr Formula In Excel Makes The Task Easier.


A mutual fund calculator is a practical financial tool that enables an investor to calculate the returns yielded by investing in mutual funds. It is simply the percentage difference in the money you had before investing and the money you have now. N = duration of the investment which is 10 years.

When We Talk About Investments, The Most Important Aspect Is What Kind Of Returns Can Be Expected.


Mutual fund return calculator helps you calculate mutual fund estimated returns on the capital invested. You can click on them in the bottom legend to hide or make them visible again. It is expressed in terms of percentage.

Enter The Investment Period (In Years).


Sip or systematic investment plan is an avenue of investing in mutual funds. Though mutual funds are subject to market risk, you can still get an estimate of your returns with the help of a mutual fund returns calculator. Locate the website for the mutual fund on which you want to calculate the return percentage.

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