Calculate Monthly Returns with Mutual Fund SIP Return Calculator

Finance

Mutual fund investments can be done in lump sum amount as well as in the form of Systematic Investment Plan (SIP). The investors have the choice to invest in the form whichever is suitable. For investing in mutual funds, all you need is a PAN card.

Recently, the government of India has also asked to link Aadhaar with PAN card, mobile numbers and bank accounts else these will be blocked. Also, it has been said that mutual fund investors need to link their Aadhaar card with their mutual fund investments.

Coming back to the investment, there is a special calculator for SIP and lump sum return each. You can use these calculators for free to check the monthly returns on your investments. Here we will talk about both SIP return calculators and lump sum calculator. You will get to know some of the top mutual fund calculators. So, read here what exactly is the role of a SIP calculator and how can you use it.

Mutual Fund SIP Calculator

SIP is a method of investing a fixed amount, continually, in a mutual fund scheme. SIP permits an investor to buy the units on a prescribed date every month so that one can estimate their saving plan for themselves. An investor doesn’t need to time the market. By taking the help of SIP Calculator, one can even get to know that how small investments made at regular time intervals can garner better returns over a long time period.

With the help of Mutual Fund SIP Return Calculator, an investor can examine the returns accrued on their SIP investments in a specified fund till date. The steps to follow are given below:

  1. Choose the name of AMC you would like to invest.
  2. Choose the scheme name of that particular AMC you would like to invest.
  3. Enter your amount of investment in INR.
  4. Enter your SIP frequency-Monthly or Quarterly.
  5. Enter your SIP date from the beginning date of your investment till its maturity.

Thus, as described above, you can calculate your monthly contribution with ease by using Mutual Fund Calculator.

Mutual Fund Lump Sum Return Calculator

A lump Sum Calculator is useful in instances where your lump-sum investment which you have made today help you to fetch the returns over a particular period of time at a specified rate of return. Enter the amount in the lump sum calculator with time and an expected rate of return. See how the power of compounding works effectively for you.

Top Mutual Fund Calculators

  • Mutual Fund Calculator HDFC
  • Mutual Fund Calculator SBI
  • ICICI Mutual Fund Calculator
  • Baroda Pioneer Mutual Fund Calculator
  • DSP BlackRock Mutual Fund Calculator

Types of Mutual Fund Calculators

  • Mutual Fund SIP Calculator
  • Mutual Fund Lump Sum Calculator
  • Mutual Fund Tax Saving Calculator
  • Mutual Fund STP Calculator
  • Mutual Fund SWP Calculator
  • Mutual Fund SIP Calculator
  • Mutual Fund Lump Sum Calculator
  • Mutual Fund Calculator Monthly Contribution

Top Funds for Mutual Fund SIP Investment

You know that the investment in a SIP starts with as low as Rs. 500/- and hence it is the most budget-friendly investment you can do. Since this little amount is within the reach of the masses, there is no doubt that now more and more people are choosing SIP over other forms of investments. For your reference, here are some of the top funds where you can invest.

Top Large Cap Equity Mutual Funds-

  • Birla Frontline Equity fund
  • SBI Bluechip fund
  • ICICI Focused Bluechip fund
  • Franklin Bluechip fund, Birla top 100 funds & Quantum Long-term equity fund

Top Diversified / Multi-cap / Flexi-cap Equity Funds

  • Franklin Prima plus fund
  • ICICI Pru Value Discovery fund
  • L&T Value fund
  • Franklin India High Growth Companies fund & Birla Equity fund

Top Mid-cap Equity Fund Schemes

  • HDFC Mid-cap fund
  • Franklin Prima Fund
  • UTI mid-cap
  • Mirae Asset Emerging Bluechip fund and Principal Emerging Bluechip fund.

Top Small cap Mutual Funds

Franklin Smaller Companies fund

  • DSP Micro cap fund
  • Reliance Small cap fund

Top Tax-saving Mutual Fund Schemes (ELSS)

  • Franklin Taxshield
  • Axis LTE fund
  • Birla Tax plan, Birla Tax relief 96 fund & DSP Tax Saver funds

 

 

Disclaimer – Mutual Funds are subject to market risks. Please read the scheme related documents carefully before investing.

Srishti Singh is a professional financial writer who has written on various financial products like personal loans, home loans, credit cards & mutual fund investment, etc. She believes in delivering best of her knowledge so as to help the readers understand the product and be aware of their financial decisions.

Leave a Reply

Your email address will not be published. Required fields are marked *