27 June 2022 20:45

How to calculate mutual fund return

How to Calculate your Mutual Funds Returns – SIP and Lumpsum Investments

  1. Point-to-Point or Absolute Returns. …
  2. Simple Annualised Return. …
  3. Simple Annualised Return: [(1 + Absolute Rate of Return) ^ (365/number of days)] – 1. …
  4. Compounded Annual Growth Rate (CAGR) …
  5. = {[(Present NAV / Initial NAV) ^ (1 / number of years)] −1} × 100.

How much return will I get from mutual funds?

Estimated Returns from Various Mutual Funds in India

Scheme Name 1 Year 5 Years
Franklin India Bluechip Fund (G) 9.42% 18.98%
ICICI Pru Focused Bluechip Equity Fund (G) 13.18% 16.78%
Invesco India Dynamic Equity Fund (G) 13.46% 15.49%
Invesco India Growth Opp Fund (G) 21.45% 19.46%

How do I calculate mutual fund return in Excel?

End value or redemption value after 3 years is 180000. Annualized Return= ((180000-100000)/100000)*100*(1/ 3yrs) = 26.67% per annum.
⇒How to calculate mutual fund returns in excel using ” Annualized Return concept “

Purchase Date Cost of Investment (₹) Market value as on 31.01.18 (₹)
21.04.2015 72000 107890

How are mutual fund monthly returns calculated?

Example: Mutual Fund Return on Investment Calculation
the return would be (15 – 13.5) x 100/13.5 = 150/13.5 = 11.11% over the period. The above example will produce returns of 11.11 x 4 = 44.44% (for 3 months); or 5.55% for 2 years or 40.55% for a period of 100 days.

How much will I get if I invest 10000 in mutual funds?

According to tax and investment experts, if an investor invests ₹10,000 per month in mutual fund SIP for 30 years, he or she can accumulate around ₹12.7 crore at the time of maturity provided it has used 10 per cent annual step-up.

How do you make 1 cr in 5 years?

To accumulate a corpus of Rs 1 Crore in 5 years, with an expected rate of return of 9%, you would have to start a monthly SIP of Rs 1,31,597 per month.

How is SIP return calculated manually?

How to Calculate SIP Investments Manually?

  1. After opening the excel file, type all the dates of SIP in one single column, for e.g. – you started investing from March 2014 onwards and the instalment due date is every month 5th. …
  2. Post doing this; enter the amount that you are investing in SIP in the other column next to it.

What is the formula for calculating sip?

SIP Calculation Formula
If you put the SIP formula FV = P × ((1 + i)n – 1) / i) × (1 + i) correctly the result will be more and more effective, with SIP formula, you can calculate the SIP return.

How is NAV calculated?

NAV is calculated by dividing the total value of all the cash and securities in a fund’s portfolio, minus any liabilities, by the number of outstanding shares. The NAV calculation is important because it tells us how much one share of the fund should be worth.

How can I invest 25000 rupees per month?

Here is what a Rs 25000 monthly in a Systematic Investment Plan can do over the years:

  1. 5 year SIP of Rs 25000 monthly = Rs 21 lakh.
  2. 10 year SIP of Rs 25000 monthly = Rs 59 lakh.
  3. 15 year SIP of Rs 25000 monthly = Rs 1.25 crore.
  4. 20 year SIP of Rs 25000 monthly = Rs 2.4 crore.
  5. 25 year SIP of Rs 25000 monthly = Rs 4.5 crore.

Can you get rich from mutual funds?

It’s definitely possible to become rich by investing in mutual funds. Because of compound interest, your investment will likely grow in value over time. Use our investment calculator to see how much your investment could be worth as time goes on.

How much should I invest to get 50000 per month?

Now, let’s see how much corpus would be needed to get Rs 50,000 monthly or Rs 6 lakh annually by investing the amount in FD. Assuming that the average current FD rate of 7 per cent per annum would remain constant, to get Rs 6 lakh annually, the lump sum amount to be invested is about Rs 85,71,500.

How can I earn 50 lakhs in 5 years?

50 lakhs in five years.

  1. Parag Parikh Long Term Equity Fund. …
  2. Mirae Asset India Equity Fund. …
  3. Axis Focused 25 Fund. …
  4. Axis Bluechip Fund. …
  5. ICICI Prudential Bluechip Fund. …
  6. ICICI Prudential Nifty Next 50 Index Fund. …
  7. Franklin India Low Duration Fund. …
  8. Franklin India Ultra-Short Bond Fund.

Which SIP is best for 10 years?

What are the Best SIPs to Invest in for 10 Years?

  • Aditya Birla Sun Life Digital India Fund. …
  • Franklin India Technology Fund. …
  • ICICI Prudential Technology Fund. …
  • PGIM India Global Agribusiness Offshore Fund. …
  • SBI Technology Opportunities Fund. …
  • TATA Digital India Fund.

How can I get 10 crores in 10 years?

10 lakh of investible surplus, then an annual return of 26% for the next 20 years will take you to 10 crores.
Option 1 – Lumpsum Investment To Build Rs. 10 Crore.

Investment In Year 0 Annual Returns Target
₹10 lakh 25.9% ₹10 crore
₹25 lakh 20.3% ₹10 crore
₹50 lakh 16.2% ₹10 crore
₹1 crore 12.2% ₹10 crore

How much should I invest in mutual funds to get 1 crore?

Assuming an annual return of 12% on your investments, you need to invest around Rs 43,000 every month to create a corpus of Rs 1 crore in 10 years. You need to invest more or revise your targets. You can also start to invest more every time there is an increase in your salary.

How can I make 10 lakhs in a month?

7 Jobs where you can earn 10 lakh a month

  1. Stock Market Investor. It is completely feasible for one to earn more than 10 lakh rupees in the stock market per month. …
  2. Investment Banker. …
  3. Celebrity Fitness Trainer/Stylist. …
  4. Top level management. …
  5. Celebrity Lawyer. …
  6. Plastic Surgeon. …
  7. Sportsperson.

How many Crorepati are there in India?

At the end of 2020, there were nearly 700 thousand dollar-millionaires in India. This was a significant decrease compared to over 760 thousand millionaires at the end of the previous year. In total, there were nearly 60 million dollar-millionaires worldwide in 2020.

Who is the richest boy in India?

Top Richest Kids in India

  • Anant Ambani. …
  • Rishad Premji. …
  • Adar Poonawalla. …
  • Roshni Nadar Malhotra. …
  • Aditya Burman. …
  • Kavin Bharti Mittal. …
  • Ananya Birla. Ananya Birla is Singer, Founder of Svatantra Microfin. …
  • Karan Adani. Karan Adani CEO, Adani Ports & SEZ Limited and Director, Adani Airport Holdings Limited.

What is the tax on 5 crore?

Surcharges Applicable for Resident Individuals

Annual Income (Taxable) Applicable Surcharge Rates
Between Rs. 50 Lakh and Rs. 1 Crore 10%
From Rs. 1 Crore to 2 Crore 15%
From Rs. 2 Crore to 5 Crore 25%
Rs. 5 Crore and above 37%