Return on Mutual Fund Calculator

Calculate the expected return on your mutual fund investment based on initial investment, periodic contributions, and growth rate.

Input Parameters

Calculation Results

Calculation Formula

Total Value = P × (1 + r/n)^(nt) + C × [(1 + r/n)^(nt) - 1]/(r/n)

Where:
P = Initial Investment
r = Annual Return Rate
n = Compounding Frequency per year
t = Investment Period in years
C = Periodic Contribution

Total Investment

$15,000.00

Total Return

$5,743.89

Gross Value

$20,743.89

Annual Return Rate

8.00%

Return on Mutual Fund Calculator Calculator Usage Guide

Learn how to use the Return on Mutual Fund Calculator calculator and its working principles

How to Use This Calculator

  1. Enter your Initial Investment - the amount you're starting with.
  2. Enter your Monthly Contribution - the amount you plan to add each month.
  3. Enter the Annual Return Rate (expectation) as a percentage.
  4. Enter the Investment Period in years.
  5. Click the Calculate button to see your potential results.

Understanding the Results

  • Total Investment: The total amount you'll have invested over the period.
  • Total Return: The profit you'll make from your investment.
  • Gross Value: The total value of your investment including returns.
  • Annualized Return Rate: The annual return rate considering the entire investment period.

Important Notes

This calculator provides an estimate based on fixed return rates. Actual returns may vary due to market conditions, fund performance, and other factors. The calculations assume monthly compounding.

For personalized investment advice, please consult with a financial professional.