The estimated return in this scenario will be-. No worries for refund as the money remains in investor's account”, "Prevent Unauthorized Transactions in your demat / trading account Update your Mobile Number/ email Id with your stock broker / Depository Participant. Unless otherwise indicated, all materials on this site are copyrighted by TAXAJ. © 2020 TAXAJ is a Registered Trademark of, TaxaJ Corporate Services LLP. Where can I make mutual fund investments? It shows future value of your present investment. Investments in Mutual Funds can be broadly classified into two types- Lumpsum and SIP. : IN DP CDSL: IN-DP-192-2016 | AMFI REGN No. The variables are mentioned in the table below. UTI SIP Calculator. * The calculator, based on assumed rate of returns, is meant for illustration purposes only.More. *No. Union Mutual Fund |, Indiabulls Mutual Fund | Lumpsum investments are common amongst big ticket investors who prefer to either park their money for a short duration or as a part of a long term wealth creation strategy. Kotak SIP Calculator | Now that you are familiar with the type of returns, it’s time to delve into the benefits of using a lumpsum return calculator: All lumpsum calculator mutual fund uses a specific method to compute the estimated return on investment. Contact your financial advisor for detailed insight into the investment advice. Investing lump sum amounts into mutual funds can be tricky and you have to be aware of the risks involved. Some of the features may or may not be currently available for investments in our funds and facilities. Axis SIP Calculator | UTI Mutual Fund Calculator, HDFC SIP Calculator | 15 Lakh in a fund with a 12% return for 5-year period compounding every 6 months. The reverse lumpsum calculator offers the same function in a different way. Mutual funds comprises resources pooled by numerous investors, which are invested in various financial instruments to generate quality returns. IDFC SIP Calculator | There are several renowned platforms like TAXAJ through which you can invest in all significant funds with just a few clicks. The lumpsum calculator available on the TAXAJ website is easily navigable. Axis Mutual Fund |, IDBI Mutual Fund | IDFC Mutual Fund Calculator | Mahindra Mutual Fund | The mutual fund investment process has shifted online these days. HDFC Mutual Fund | It takes into consideration an expected rate of return at which the investment will grow over the years. Information gathered and material used in this calculator is believed to be from reliable sources. In this case, your estimated return at the end of a 5-year period shall be Rs. The formula is as follows: A = P (1 + r/n) ^ nt. A mutual fund calculator is a practical financial tool that enables an investor to calculate the returns yielded by investing in mutual funds. Compliance Officer: Ms. Namita Godbole, Email: compliance@5paisa.com. Advantages of using TAXAJ lumpsum calculator. To find out the estimated returns on your lumpsum mutual fund investment, you may use a mutual fund lumpsum calculator available online. Liquid Funds or Ultra Short Duration Funds are good for lump sum as these funds aim for short term financial goals. A. Edelweiss Mutual Fund | The calculator uses information that is publicly available and information developed in-house. Disclaimer : The calculators are based on assumed rate of returns and meant for illustration purposes only. This calculator provides you with the estimated returns for the whole investment period. ELSS-Tax-Saving | Receive information of your transactions directly from Exchanges on your mobile / email at the end of day and alerts on your registered mobile for all debits and other important transactions in your demat account directly from NSDL/ CDSL on the same day. Q. Calculate returns on your today's investment. You may also use the slider to adjust values. Q. Small Cap Funds or Mid Cap Funds in case of Equity Funds are good for lumpsum investment as these funds invest in small/medium sized firms of which stocks are low priced and hence an investor has the chance of good returns and capital gains in the long term when stock prices hike up. Investors with a large sum of disposable income in hand, coupled with a good risk appetite, go for lump sum investment. * Brokerage will be levied flat fee/executed trade basis and not on percentage basis. A. SBI SIP Calculator | Note that mutual fund investments are subject to market risks, and cannot be predicted with pinpoint accuracy.