A Beginner’s Guide to Using a Mutual Fund Return Calculator

What is a mutual fund return calculator: 

While explaining investments, the most important consideration is the expected return. Over a long period of time, returns can be quite variable. As a result, calculating the eventual corpus at various expected rates of returns would be difficult. The Mutual Fund Return Calculator is the solution to this issue.

A Beginner’s Guide to Using a Mutual Fund Return Calculator: 

The mutual fund return calculator is a simulation that assists you in calculating the rate of return on mutual fund investments. If you invest in a lump sum or through a SIP, you can calculate the maturity value of your investment. Even before you invest the money, a mutual fund return calculator is a simple-to-use tool that can help you obtain a sense of the maturity value of the mutual fund investment. When you already know how much money you will receive upon maturity, it enables you to plan your spending and meet your financial objectives. To calculate the maturity amount for an assumed rate of return on the investment, input the SIP amount, duration, and frequency.

The formula box on the mutual fund return calculator allows you to choose the type of investment. Either a one-time payment or a series of payments may be made. To determine the maturity amount, you choose the investment amount, rate of return, and length of time. If the investment is a SIP, you decide on the SIP’s size, frequency, length of time, and estimated rate of return. The mutual fund return calculator displays the investment’s worth upon maturity. The mutual fund return calculator helps you plan your financial strategy for the future.

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Invest with Confidence Using a mutual fund return calculator: 

The benefits associated with a mutual fund return calculator may be described below:

  1. A mutual fund return calculator is an online tool that you may use from any location to facilitate financial planning on the go.
  2. You can save time and avoid mistakes that could occur with manual calculation.
  3. The mutual fund return calculator gives you an estimate of your return on investment that is reasonably accurate.
  4. You can use a mutual fund return calculator to determine the effect of a certain variable (such as the investment amount, time period, and rate of return) on your overall gains and investment value. 

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With a mutual fund return calculator, for instance, think about investing, with the intention of buying a house. You enter the data into the mutual fund return calculator and discover that your investment worth is a bit under the price of the house you want to buy. Depending on your taste, you can alter these elements to see how your investment strategy can be modified to help you reach your goal.

A number of online financial solution providers in India offer mutual fund return calculator that is really simple to use. You just need to enter the amount, the estimated return, and the number of years you’ve decided to make the investment. At the end of the selected duration, the increased value of your investment will be visible in a matter of seconds in the mutual fund return calculator.

Also, read: Importance of Capital Management for Businesses in UAE

Shriram balanced advantage fund: 

Shriram balanced advantage fund is an open-ended dynamic asset allocation fund. The fund will make investments in debt and money market instruments, derivative strategies, arbitrage opportunities, and equity investments while actively allocating risk. The main goal of Shriram’s balanced advantage fund Plan is to produce capital appreciation over a longer period of time with substantially less volatility. Hence, the Scheme will invest in stocks, arbitrage possibilities, derivatives, debt, and money market instruments.

Shriram Balanced Advantage Fund is an open-ended dynamic asset allocation fund that invests in debt, money market instruments, and equity-related securities as well as other assets. It also hedges its stock to reduce risk. The Shriram balanced advantage fund scheme is appropriate for investors who want to generate income over an extended period of time with less volatility in addition to capital growth. A minimum of 65% and a maximum of 100% of the scheme’s investments must be made in stock and equity-related products. Now, Mr. Deepak Ramaraju and Ms. Gargi Bhattacharyya Banerjee are in charge of running the program.

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The goal of the Shriram Balanced Advantage Fund was to address some of the primary difficulties that investors encounter while managing their portfolios on their own. The investment manager of the fund will select stocks using a bottom-up strategy and firms from various industries. 

The minimum amount to invest is Rs. 1,000. Shriram Balanced Advantage Fund Regular Growth’s expense ratio as of Mar. 4, 2023, is 2.60%. Shriram Balanced Advantage Fund has a 49.71Cr AUM as of Mar. 4, 2023. As of Mar. 3, 2023, the NAV of the Shriram Balanced Advantage Fund Regular Growth is Rs. 13.22.

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