What is the Investment Calculator?
The Investment Calculator helps you estimate the future value of your investment based on historical performance. It uses the 5-year Compound Annual Growth Rate (CAGR) to project returns using the adjusted Net Asset Value (NAV) of the fund.
How is the Return Calculated?
The calculator estimates the future value of your investment using the following formula:
Future Value=Investment Amount × (1+CAGR/100) ^ Years
Where:
💰 Investment Amount: The amount you plan to invest.
📈 CAGR: The 5-year Compound Annual Growth Rate of the selected fund.
⏳ Years: The number of years you plan to stay invested (default: 5 years).
📌 Example Calculation
If you invest Rs.100,000 in a fund with a 5-year CAGR of 12%, the estimated value after 5 years will be:
= 100,000×(1+12/100) ^ 5
= Rs 176,230
This means your investment could grow to Rs 176,230 in 5 years, assuming the CAGR remains consistent.
⚠️ Things to Keep in Mind
The CAGR is based on past performance and does not guarantee future returns.
Market conditions may impact actual investment growth.
The investment calculator provides an estimate and should be used for informational purposes only.