How do you calculate return on mutual funds?

How do you calculate return on mutual funds?

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

  1. Point-to-Point or Absolute Returns.
  2. Absolute return = (Present NAV – initial NAV) / initial NAV × 100.
  3. Simple Annualised Return.
  4. Here is the formula.
  5. Simple Annualised Return: [(1 + Absolute Rate of Return) ^ (365/number of days)] – 1.

What is 3 Year Return mutual fund?

12% annualized return in 3 years means 12% return earned every year for the past three years and not 12% total return in 3 years….And 15% annualized return can double your money in less than 5 years!

Annualized Return Time Taken to double money
20% 3 years 9 months
25% 3 years 1 month

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.

Which Reliance Mutual Fund is best for SIP?

Best Reliance Mutual Fund Schemes in Equity Category

Fund Name 3 Yr Return 5 Yr Return
Nippon India Small Cap Fund (G) Average RISK 27.09% 19.84%
Nippon India Large Cap Fund (G) Average RISK 12.44% 12.45%
Nippon India Banking & Financial Services Fund (G) Moderate Low RISK 8.06% 9.44%

How are returns calculated?

ROI is calculated by subtracting the initial value of the investment from the final value of the investment (which equals the net return), then dividing this new number (the net return) by the cost of the investment, then finally, multiplying it by 100.

Can I invest 5000 in mutual funds?

You wish to invest in mutual funds to become a Crorepati then you can start a SIP of 5000 per month and choose longer tenure to gather the required amount. You can also use a sip calculator to have an idea about the rate of return and the expected corpus from your investment amount and the duration of the investment.

Which Nippon SIP is best?

List of Nippon Mutual Funds in India

Fund Name Category 1Y Returns
Nippon India Small Cap Fund Equity 36.4%
Nippon India Gilt Securities Fund Debt 5.1%
Nippon India Large Cap Fund Equity 14.3%
Nippon India Tax Saver (ELSS) Fund Equity 14.8%

How do I calculate my return on investment?

How does the Reliance Mutual Fund calculator work?

The Reliance Mutual Fund calculator gives you a standard calculation of rates and returns as per your requirements. How this works is that the Reliance Mutual Fund calculator takes in your target investment amount and your projected investment horizon.

Who is the sponsor of Reliance Mutual Fund?

The mutual fund is sponsored by a joint venture of Nippon Life Insurance (Japan) and Reliance Capital (India). The company has an impressive track record of consistent returns. Reliance Mutual Fund has a presence in more than 150 cities in India.

Is reliance smallcap fund a good investment?

The primary objective of reliance smallcap fund is to offer long-term returns to the investors. The secondary aim is to earn consistent returns by investing in debt and money market securities. This is suitable for the investors with a high-risk appetite.

Is reliance liquid fund G A good investment?

Reliance Liquid Fund (G) Reliance Liquid Fund is an open-ended liquid scheme. The fund aims at generating returns consistently by investing in debt and money market securities. Reliance Liquid Fund Growth is suitable for the investors seeking short-term income generation and has an appetite of tolerating low-risk.