Learn About Tracking Mutual Fund Performance

What are the current returns on mutual funds? When you invest in mutual funds, this question is always present. It is easy to track your mutual fund portfolio online and have a better understanding of the performance of each mutual fund. It doesn’t matter if you are an investor who is a regular or a newbie, it is crucial to do your research about mutual fund returns in advance.

Investors who have already made investments will be receiving regular updates and statements that allow them to see the performance of the funds they have invested. There are also apps and websites that can assist you in this regard. A lot of finance-related newspapers provide a quick overview of mutual fund performance regularly. You can also find information about mutual funds in fund factsheets. These factsheets are similar to report cards and give you a clear picture about mutual fund returns.

Let’s now discuss how to calculate mutual funds returns. This task is now quite simple thanks to the availability of several mutual fund return calculators.

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Here are some mutual fund calculators:

Mutual Fund Calculator – Lump sum

You will need to enter the lump sum amount in rupees, number of years and expected rate per annum. Two ways can be used to calculate mutual fund returns: absolute terms or compound annual growth rate (CAGR).

The Mutual Fund Calculator calculates the return on lump sum investments in absolute terms if they are invested for less than one year. This percentage is shown in the form below. Follow the below formula to calculate Absolute Returns

Absolute Return = Current Value – Initial Value * 100 Initial Value

If the investment is held longer than one year, mutual fund returns will be calculated as compounded growth. This will provide a better picture on the year-on-year growth of your money. The following formula can be used to calculate Compounded Annual Growth Rate (CAGR).

CAGR = ( Current Value )1/N-1 Initial Value

The current value refers to the amount at the time of redemption, while the initial value refers to the Investment amount. n is a number that represents a number of years.

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Mutual Fund Calculator This calculator will help you calculate the expected returns for your monthly/quarterly SIP investments.

Enter the following information to do this:

  • SIP installment amount
  • The expected rate of return
  • Tenure of the SIP

If you are looking to make a SIP of Rs. The calculator will calculate the expected return for Rs. 1000 over 12 months. 13008. It is important to note that the mutual fund returns calculated by a SIP calculator can be adjusted according to market conditions.

Inflation Calculator

The inflation calculator calculates how much you will need to cover your future expenses. If you enter Rs. The calculator will calculate your future expenses as Rs. 20,000, with an inflation rate of 7% and a time period of 30 years.

Long-term planning is possible with mutual funds. One can check the performance of mutual funds by looking at its historical returns. Investors can use this information to decide whether to exit the fund or continue to invest in it. The mutual fund calculator can be used to compare the performance of different schemes and funds. Before making any investment decision, it is important to thoroughly research the mutual fund and analyze its returns.

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