Mutual Fund Calculator - SIP & Lump sum Returns Calculation [EXCEL]

Mutual Fund Calculator - SIP & Lump sum Returns Calculation [EXCEL]
In this video by FinCalC TV we will see Mutual fund calculator with the help of excel calculations examples of SIP returns and lump sum returns of a real mutual fund.
In previous video we have seen Best mutual funds to invest in 2022 for log term in SIP, out of which we will take the Nifty midcap 150 index fund to calculate mutual fund returns as example in this video and calculate SIP and lump sum returns using excel.

Online SIP Calculator:
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Excel calculator Download:
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CHAPTERS:
00:00 Mutual Fund Calculator Intro
00:15 Download Excel Calculator
01:50 Mutual Fund taken for Example
02:19 SIP Returns Calculation
04:50 Mutual Fund Units Calculation Formula
05:44 Mutual Fund Returns Formula
07:32 Lump sum Returns Calculation
10:52 More Excel Calculators
11:44 Conclusion

A mutual fund calculator is a practical financial tool that enables an investor to calculate the returns yielded by investing in mutual funds. In broad terms, there are two ways in which one can invest in mutual funds – one time & monthly.

SIP or Systematic Investment Plan is an avenue of investing in mutual funds. In a SIP, an individual invests a small amount every month on designated schemes. One thing to remember is that the NAV of such funds changes every month and the same amount of money can purchase a variable number of units in different months.

Imagine that you invest via SIP of Rs. 1000 for 12 months. At the time of availing the SIP, the NAV of your chosen stock is Rs. 10. So, you can purchase 100 units of the stock in the first month. In the second month, the NAV increases to Rs. 20. Your 1000 rupees can now buy just 50 units of the same stock.

An online SIP calculator predicts the returns on your SIP based on specific parameters. You simply need to input the SIP amount, the duration of investment and the expected rate of return, and the calculator will wield the results in seconds.

An investment is when an individual invests a substantial amount at one go in a particular scheme. One of the primary advantages of opting for one-time investment is that the change in NAV value does not affect the number of units you can purchase.

You need to input three essential data points; namely, your investment amount, estimated ROI and the duration of your investment.

Frequently Asked Questions (FAQ)
Can there be negative returns on mutual funds?
Yes, with mutual funds, there is always a risk of negative returns. However, with some financial planning and expert assistance, such situations are quite easily avoidable.

How many mutual fund schemes are there in India?
According to data released by SEBI, there were 1,013 mutual fund schemes in India as of FY18.

#MutualFunds #Calculator #Excel #Calculator #FinCalCTV

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DISCLAIMER:
Examples and demo used are for Illustration purpose only and might not cover every detail of examples shown. It is advised to seek professional help before taking any financial decisions. The owner of this channel shall not be liable in any way.
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