About this calculator
Use this calculator to project how a mutual fund investment might grow based on an assumed annual return. Actual fund performance varies with market conditions and fund category.
How to use this calculator
Works like a lumpsum calculator — enter amount, expected CAGR and holding period.
Frequently asked questions
Which return should I assume?
Use category averages as a rough guide: large-cap equity ~10–12%, mid-cap ~12–15%, debt ~6–8%. Past performance does not guarantee future returns.
Are these calculators free to use?
Yes. All calculators are free, require no signup, and run entirely in your browser.
Results are estimates for planning purposes only — not investment, tax or legal advice. Verify rates on official sources before acting. Compare brokers on our best stock brokers guide or use the brokerage calculator.