Mutual Fund Returns Calculator
Mutual Fund Calculator —
SIP & Lumpsum Returns
Calculate returns based on real historical CAGR data. Compare 9 fund categories — Nifty 50, Mid Cap, ELSS and more.
Investment Type
Example: UTI Nifty 50 Index FundMedium Risk
₹100₹1L
1 yr30 yrs
Medium RiskLarge Cap Index
Estimated Value After 10 Years
₹14.1L
Invested
₹6.0L
Returns
₹8.1L
CAGR
15.2%
Invested (43%)Returns (57%)
Important: Past performance is not indicative of future returns. Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
Compare All 9 Fund Categories
Same ₹5,000/month · 10 years · 5Y historical CAGR
| Fund | Risk | CAGR | Value |
|---|---|---|---|
Small Cap Fund Small Cap | Very High | 28.1% | ₹33.0L |
Mid Cap Fund Mid Cap | High | 22.4% | ₹22.4L |
Nifty Next 50 Index Large & Mid Cap | Medium-High | 18.3% | ₹17.1L |
ELSS Tax Saver Fund ELSS | High | 17.2% | ₹16.0L |
Flexi Cap Fund Flexi Cap | Medium-High | 16.5% | ₹15.3L |
Nifty 50 Index Fund Large Cap Index | Medium | 15.2% | ₹14.1L |
Large Cap Fund Large Cap | Medium | 13.8% | ₹12.9L |
Balanced Advantage Fund Hybrid | Low-Medium | 11.5% | ₹11.3L |
Short Duration Debt Fund Debt | Low | 6.8% | ₹8.6L |
Click any row to select that fund as your primary calculation.
Disclaimer: All CAGR figures are based on historical performance data available as of May 2026 and are for illustrative purposes only. Past performance does not guarantee future results. Mutual fund investments are subject to market risks. The calculator uses simplified SIP and lumpsum formulas; actual fund returns may vary due to expense ratios, exit loads, market conditions, and timing of investments. This tool is for educational purposes only and does not constitute investment advice. Please consult a SEBI-registered investment advisor before investing.