Mutual Fund Calculator

Project your long-term wealth growth with professional precision.

Investment Parameters
$
One-time lump sum amount.
$
Regular recurring investment.
%
years
Market Insights

Project your portfolio value over time by entering your initial capital and recurring monthly contributions.

Historical Averages
S&P 500 (Long-term)~10%
Balanced Fund~7%
Bond Fund~4%
Past performance is no guarantee of future results.
Expense Ratios

Pay close attention to fund fees. A 1% higher expense ratio can cost you thousands in lost compound interest over 20-30 years.

Wealth Building Tip

Automate your SIP to coincide with your payday. This "pay yourself first" approach is the most reliable way to build a significant investment portfolio.

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