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Calculate mutual fund returns for SIP, lumpsum, or combined investments. See the impact of expense ratio, estimate LTCG tax, and compare growth across Conservative, Moderate, and Aggressive scenarios.
Total Value
Invested
₹12.00 L
Returns
₹10.55 L
Absolute Return
87.95%
Post-Tax Value
₹21.39 L
Total Value
Invested
₹12.00 L
Returns
₹10.55 L
Absolute Return
87.95%
Post-Tax Value
₹21.39 L
₹12.00 L invest karke 10 saal mein ₹22.55 L milega — ₹10.55 L pure returns (87.95% absolute, 6.51% CAGR).
Expense ratio 0.5% hai — Direct plan switch karein toh ₹67,949 zyada milega! Regular vs Direct ka fark 10 saal mein bahut bada hota hai.
Tax: ₹1.25L tak LTCG exempt hai. Usse upar ₹1.16 L tax lagega (12.5%). Post-tax value: ₹21.39 L.
10 saal mein aapka paisa 1.9x ho gaya. Compounding ka jaadu time ke saath badhta hai — SIP band mat karna.
Debt/Balanced Funds
₹17.90 L
Returns: ₹5.90 L
Large Cap/Index Funds
₹22.55 L
Returns: ₹10.55 L
Mid/Small Cap Funds
₹27.02 L
Returns: ₹15.02 L
Invested
₹12.00 L
Returns
₹10.55 L
Tax (est.)
₹1.16 L
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