Mutual Fund Lumpsum Calculator

Plan your investment growth with accurate projections

Initial Investment (₹) Amount you’re investing today

₹1,00,000

Expected Return Rate (p.a %) Annual expected return

12%

Time Period (Years) Investment duration

10 years

Exit Load (%) Charges when redeeming

Expense Ratio (%) Annual fund management fee

0.5%

Inflation Rate (%) Expected inflation rate

Tax Implications (%) Tax on capital gains

10%

Initial Investment ₹1,00,000

Estimated Returns ₹2,10,585

Charges & Taxes ₹12,842

Inflation Impact ₹45,392

Total Future Value
₹3,10,585
Adjusted for inflation: ₹1,79,573

Total Gain

₹2,10,585

Annualized Return

12.0%

Year 0

1.8L

Year 5

2.5L

Year 10

3.1L

Final