Calculate returns for different types of mutual funds. Compare equity, debt, hybrid funds and make informed investment decisions based on your risk profile and goals.
Select fund type and calculate potential returns
Historical average for Large Cap Equity: 10-12%
Choose the right fund type based on your risk appetite and investment goals
Invest primarily in stocks, suitable for long-term wealth creation
Invest in bonds and fixed income securities for stable returns
Balanced mix of equity and debt for moderate risk-return
Tax-saving equity funds with 3-year lock-in period
Different equity fund categories offer varying risk-return profiles
| Category | Risk Level | Expected Return | Description |
|---|---|---|---|
| Large Cap | Low | 10-12% | Stable large companies |
| Mid Cap | Medium | 12-15% | Growing mid-size companies |
| Small Cap | High | 15-18% | High growth potential small companies |
| Multi Cap | Medium | 11-14% | Diversified across market caps |
| Sectoral | Very High | 12-20% | Specific sector focused |
| Index Funds | Medium | 10-13% | Tracks market indices passively |
Spread investments across different fund categories to reduce risk and optimize returns.
Stay invested for longer periods to benefit from compounding and ride out market volatility.
Monitor fund performance regularly and rebalance portfolio based on changing goals and market conditions.