Mutual Fund Calculator
Project mutual fund returns with NAV growth, expense ratio impact, and SIP or lump sum investments.
Mutual Fund Inputs
Final Value (Net of Fees)
📈$190,545
Total Invested
💰$100,000
Net Annual Return
📊7.25%
Total Growth
🚀$90,545
Growth Over Time
AI Insights
Personalized analysis based on your inputs
Expense Ratio Check
A 0.75% expense ratio is on the higher side — compare against low-cost index fund alternatives.
📅 Future Projections
| Year | Total Value | Contributions | Growth | Real Value |
|---|---|---|---|---|
| 2031 | $49,893 | $40,000 | $9,893 | $43,038 |
| 2036 | $108,509 | $70,000 | $38,509 | $80,741 |
| 2041 | $194,634 | $100,000 | $94,634 | $124,928 |
| 2041 | $194,634 | $100,000 | $94,634 | $124,928 |
| 2041 | $194,634 | $100,000 | $94,634 | $124,928 |
| 2041 | $194,634 | $100,000 | $94,634 | $124,928 |
| 2041 | $194,634 | $100,000 | $94,634 | $124,928 |
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Formula Used
Mutual Fund Growth (Net of Fees)
Variables
Expense Ratio= Annual fund management feeExample
8% gross return − 0.75% expense ratio = 7.25% net return
Frequently Asked Questions
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Disclaimer: This calculator is for informational and educational purposes only. Results are estimates based on inputs you provide. They are not financial, tax, investment, or legal advice. Consult a qualified financial professional before making financial decisions. Actual results may vary based on market conditions, tax laws, and individual circumstances.