Mutual Fund Calculator

Mutual Fund & Wealth Accumulation Calculator

Estimate compounding returns for Lumpsum and Systematic Investment Plans (SIP), or compute Compound Annual Growth Rate (CAGR)

Total Lumpsum Investment (P) One-time capital invested

Currency

Expected Annual Return (CAGR %) Estimated annual growth rate

Time Horizon (Years) Investment duration

Maturity Future Value (FV)

$310,584.82

Absolute Return: +210.6%

Invested Capital: $100,000.00 • Total Gain: $210,584.82

Invested Capital $100,000.00 Initial principal

Estimated Wealth Gained $210,584.82 Compound returns generated

Wealth Multiplier Ratio 3.11× Future Value ÷ Principal

Effective Doubling Time 6.12 Years Rule of 72 exact calculation

Monthly SIP Investment (PMT) Regular monthly contribution

Expected Annual Return (CAGR %)

Time Horizon (Years)

SIP Portfolio Maturity Value

$502,315.70

Total Cash Invested: $1,800,000.00

Estimated Wealth Gained: $3,223,157.00

Total Cash Invested $1,800,000.00 Monthly PMT × 180 months

Estimated Returns $3,223,157.00 Compound growth share

Wealth Multiplier Ratio 2.79× Future Value ÷ Invested Capital

Total Installment Count 180 Deposits Total frequency installments

Compound Annual Growth Rate (CAGR) Formula

Initial Investment Value (PV)

Final / Current Value (FV)

Tenure (Years)

Compound Annual Growth Rate (CAGR)

20.11% per annum

Absolute Growth: +150.0%

Formula: (FV / PV)^(1 / t) – 1 = ($125,000 / $50,000)^(1 / 5) – 1

Calculated CAGR 20.11% Annualized compounding yield

Absolute Return 150.00% Total growth percentage

Total Wealth Generated $75,000.00 Final Value minus Initial Value

Investment Tenure 5.00 Years Time duration in years