Mutual Fund Calculator - finchekr.com

Mutual Fund Calculator — SIP & Lumpsum

Monthly SIP (₹)

Expected Annual Return (%)

Tenure

Years / Months

Contribution Timing

Formulas

SIP (ordinary / end of month):
FV = P × [ (1 + r)^n − 1 ] / r

SIP (annuity-due / beginning of month):
FV = P × [ (1 + r)^n − 1 ] / r × (1 + r)

Lumpsum (annual compounding):
FV = P × (1 + R/100)^years

Lumpsum (monthly compounding):
FV = P × (1 + r)^n
R = annual %, r = R/12/100, n = months

Disclaimer: These are estimates for illustration only. Actual returns depend on market performance, fund expenses, timing and taxes. Consult a financial advisor before investing.