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Mutual Fund Return Calculator

Calculate expected returns on mutual funds for combined lumpsum and SIP investments.

Updated on July 2026
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Calculator Inputs

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Yr

Financial Disclaimer

Information provided on WealthMaze is for educational purposes only. All return calculations are estimates based on user inputs. Not financial advice.

Mutual Fund Disclaimer

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.

Calculation Output & Analysis

Total Invested
$650K
Est. Returns
$667K
Total Value
$1M

Visualizing Your Growth

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How Mutual Fund Return Calculators estimate growth?

Our Mutual Fund Return Calculator projects compound growth for your portfolio. Mutual fund schemes pool money from multiple investors to buy diversified assets like stocks, bonds, or corporate debt. Returns are driven by capital appreciation of holdings and dividends. NAV represents the unit value of the fund.

Frequently Asked Questions (FAQ)

What is the difference between Direct and Regular plans?

Direct plans have lower expense ratios because they do not involve broker commissions, leading to slightly higher returns (typically 0.5% to 1.5% more per year) than Regular plans.

How do I calculate mutual fund compounding returns?

Enter your lumpsum investment, regular monthly SIP contributions, expected return rate, and time period to estimate the future growth of your mutual fund portfolio.

Live Total Value$1M