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Mutual funds are one of the most popular investment options in India. Let's review some analytics to understand their importance. The average assets under management (AuM) for mutual funds in the business as of June 2019 was an astounding Rs. 24.25 trillion, more than four times the amount (Rs. 5.83 trillion) from 2009.
While some market risk is associated with investing in mutual funds, the returns can be roughly predicted. The expected returns can be computed using the HR HUB free mutual fund return calculator.
Investors must understand the different returns on mutual funds. For example, total return, annualized return, point-to-point return, rolling return, and absolute return.
The online mutual fund return calculator is useful because it can be difficult for potential investors to remember a lot of information.
You will receive a comprehensive estimate for an investment period of one, three, and five years.
Using the anticipated returns enables you to plan your future financial situation.
Even novice users can use this calculator. Even for individuals who have never used it, its simplicity makes it simple.
Investors can easily calculate the returns on their investments with the use of the mutual fund calculator. Generally speaking, there are two main ways to invest in mutual funds: once or once a month.
A systematic investment plan, or SIP, is one mutual fund investment method. A SIP enables monthly small-sum investments into pre-approved schemes. Remember that these funds have a monthly fluctuating net asset value (NAV), meaning that the same amount can purchase a different number of units.
Think about investing Rs. 1000 in a one-year SIP. When you enrolled in a SIP, the NAV of the stock you chose was Rs. 10. Thus, in the first month, you can purchase 100 company shares. The NAV rises to Rs. 20 in the second month. These days, one can only purchase 50 units of the same stock for 1000 rupees.
Based on a few parameters, an online mutual fund SIP calculator projects the returns on your investment. The calculator will display results in a matter of seconds once you enter the SIP amount, investment duration, and expected rate of return.
A single payment made to a particular plan constitutes an investment. One of the primary advantages of making a one-time investment is that variations in NAV value have no bearing on the quantity of units you can purchase.
The investment amount, duration, and expected return on investment must be entered.
Debt, hybrid, and equity are the three primary stock categories you can invest in. Here is a list of the highest-yielding Indian stocks for each category, along with an estimated return.
| Name of stock | Risk | 1-Year Return | 3-Year Return |
|---|---|---|---|
| Aditya Birla Sunlife Frontline Equity Fund | Moderate | 9.47% | 10.50% |
| HDFC Mid-cap Opportunities Fund | High | 12.60% | 16.99% |
| ICICI Pru Focused Bluechip Equity Fund | Moderate | 13.18% | 11.03% |
| Name of stock | Risk | 1-Year Return | 3-Year Return |
|---|---|---|---|
| Aditya Birla Sun Life Active Debt Multi-manager FoF Scheme | Low | 8.30% | 6.92% |
| Axis Short Term – Direct Plan | Moderate | 10.06% | 8.25% |
| Canara Robeco Income - Reg | High | 13.50% | 8.94% |
| Name of stock | Risk | 1-Year Return | 3-Year Return |
|---|---|---|---|
| Indiabulls Savings Income Direct-G | Low | 9.02% | 11.42% |
| Mirae Asset Hybrid Equity Direct-G | High | 12.07% | 14.04% |
| ICICI Pru Equity & Debt Direct-G | High | 10.43% | 12.20% |
When utilizing an Indian mutual fund returns calculator, you need to enter the variables mentioned in these tables along with the duration of your investment.
This mutual fund returns calculator in India is extremely user-friendly and offered by online financial solutions provider HR HUB.
Add the investment amount, the anticipated rate of return, and the number of years you want to leave the money alone. When the designated tenure ends, it won't take long for your investment's appreciated value to be reflected.
There are numerous advantages to using these calculators, which facilitate investment for investors.
It provides you with an approximation of the returns on your investments in mutual funds that is fairly accurate.
You will save a great deal of time by not having to do the calculations by hand.
Because this online tool is accessible from anywhere, financial planning can be done on the go with great convenience.
Returns from mutual funds might come via interest income, dividends, or capital growth. The kind of mutual fund (equity, debt, or hybrid) and the state of the market affect the returns.
It is possible to compute returns for Systematic Investment Plans (SIP) using a variety of mutual fund calculators. You can calculate the future value of your SIP investments by inputting your monthly SIP amount, estimated annual return, and investment term.
The annual fee that the mutual fund charges to manage your investments is represented by the expense ratio. Your total returns may decrease if your spending ratio increases. You can better understand how these fees affect the growth of your investments by using the Mutual Fund Calculator.
No, there is no guarantee of return on mutual funds. They are vulnerable to the performance of the fund's underlying assets as well as market risks. While past performance can offer valuable insights, it cannot ensure future outcomes.
Reviewing your mutual fund investments is advised when there are major changes to your financial objectives or the state of the market, which should happen at least once a year. Frequent reviews can assist you in making well-informed selections and, if necessary, modifying your investing approach.
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