Equity Fund Calculator
Equity funds invest in company stocks. An equity fund calculator estimates how much your investment could grow. You enter how much you'll invest, how long, and your expected return. It shows a potential future value, but remember, it's just an estimate, not a guarantee.
The total value of your investment would have become ₹0 i.e. CAGR of 0.00%
Disclaimer: The calculator alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. This tool is created to explain basic financial / investment related concepts to investors. The tool is created for helping the investor take an informed decision and is not an investment process in itself. Mutual Fund does not provide guaranteed returns. Investors are advised to seek professional advice from financial, tax and legal advisor before investing.
Make small investment for bigger returns
Invest small amount periodically in scheme of your choice
Top Performing Funds to Start your SIP
| Fund Name | AUM(Cr) | Min Investment | This Fund / BenchmarkSI  | Worth of Investment (₹ 10,000)SIP | Expense Ratio | |
|---|---|---|---|---|---|---|
Axis Nifty Energy Index FundIndex | 99.61 | ₹ 100 | N/A%/N/A% | N/A | 9.38 | |
Axis Multicap FundEquity | 11,984.67 | ₹ 100 | 17.46%/13.33% | 9,06,856.75 | 1.02 | |
Axis Nifty50 Equal Weight Index FundIndex | 98.21 | ₹ 100 | N/A%/N/A% | 20,023.57 | 1.53 | |
Axis Nifty Capital Markets Index FundIndex | 125.01 | ₹ 100 | N/A%/N/A% | 39,854.82 | 0.88 | |
Axis NIFTY 100 Index FundIndex | 2,100.74 | ₹ 100 | 12.62%/12.93% | 12,36,395.38 | 0.25 | |
Axis Gold FundFOF - Domestic | 3,190.80 | ₹ 100 | 11.12%/12.64% | 58,75,207.50 | 0.30 | |
Axis Small Cap FundEquity | 31,448.32 | ₹ 100 | 22.84%/18.78% | 65,58,138.50 | 0.71 | |
Axis Value FundEquity | 1,879.94 | ₹ 100 | 17.31%/10.59% | 9,55,329.50 | 0.93 | |
AXIS SILVER FUND OF FUNDFOF - Domestic | 1,280.60 | ₹ 100 | 42.17%/43.94% | 11,94,450.38 | 0.14 | |
Axis Nifty 500 Index FundIndex | 322.09 | ₹ 100 | 1.45%/1.72% | 2,70,882.56 | 0.16 | |
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AUM as on 31-08-2026 | Expense Ratio as on 11-09-2026
Disclaimer: Returns are calculated on standard investment of Rs 10,000. Click on Scheme Name to know more about Scheme Details.
Past performance may or may not be sustained in future. Please consult your financial advisor before investing. Different plans have different expense structure.
What is an Equity Fund Calculator?
An equity fund calculator is a tool that assists investors in estimating the potential gains generated by their investment in equity funds. Equity funds are subjected to market volatility since they primarily invest in stocks that meet the investment goals set forth by the fund. This calculator helps users easily understand how their investments grow over time based on various factors such as their monthly or lumpsum contributions, expected rate of returns, and tenure. This calculator further allows investors to plan their investments effectively, visualize growth potential, and set realistic financial growth. An equity fund calculator is useful for both, new and experienced investors due to its simple and easy-to-use design and allows them to understand the impact of various investment strategies.
How Equity Fund Calculator Works?
To understand the workings of an equity fund calculator, investors can refer to the pointers given below:
- Enter Investment Details: Enter the amount of capital you plan to invest. The mode of investment can either be via a Systematic Investment Plan (SIP) or lump sum, where you invest a large amount once.
- Select the Duration of the Investment and Expected Rate of Return: Specify the number of years you plan to stay invested in the particular fund and the estimated annual rate of return.
- The Calculation Process: Using the values provided by the user and the compounding formula, the calculator computes the future value of the investments.
- Results: The calculator will display various amounts such as estimated gains, total corpus, capital invested, and the growth achieved.
Advantages of Equity Fund Calculator
Various benefits of using an equity fund calculator are:
- Easy to Use and Provides Swift Insights: The simple interface allows beginners and experienced investors to easily use this calculator to swiftly acquire an estimate of their potential gains.
- Analysing Various Scenarios: The calculator allows investors to experiment with different values of investment amount, duration of investment, and expected return rate and understand their impact on the final value. This helps investors strategically plan their investments.
- Highly Accessible and Educational Tool: Since this calculator is available online, users can access it anytime and gain knowledge about equity fund returns and the benefits of compounding.
Calculators: Your Path to Financial Freedom
SIP Calculator
Want to save for a big goal like a wedding or education? Enter your target amount and timeline to find the monthly SIP needed.
ELSS Calculator
Save on taxes with ELSS funds. Calculate your tax benefits and returns under Section 80C. Reductions is available only under old regime.
SWP Calculator
Want regular income later? Plan withdrawals to enjoy your savings without worry.
Retirement Calculator
Ready for a stress-free retirement? Estimate the savings you’ll need for your golden years.
Wealth Calculator
Dream of building wealth? See how your investments can grow over the long term.
Lumpsum Calculator
Got a chunk of money to invest? Check how your one-time investment could grow over time.
SIP Top Up Calculator
Boost your SIPs as your income grows. See how small increases can supercharge your savings.
Alpha Calculator
Wondering if your fund beats the market? This tool shows how your fund performs compared to benchmarks.
Sharpe Ratio Calculator
Curious about returns versus risk? Check if your fund gives you bang for your buck.
Sortino Ratio Calculator
Worried about losses? See how your fund handles downside risks for peace of mind.
EMI Calculator
Planning a loan? Find out your monthly EMIs and align them with your investment plans.
CAGR Calculator
Want to compare fund performance? This tool shows the annual growth rate of your investments.
Inflation Calculator
Worried about rising prices? Plan investments to stay ahead of inflation in India.
HRA Calculator
Renting a home? Calculate your HRA tax exemptions to save more money.
STP Calculator
Got a big sum to invest? Plan systematic transfers to spread your money wisely.
Treynor Ratio Calculator
Want to know how your fund fares in volatile markets? This tool measures returns against market swings.
Asset Allocation Calculator
Not sure how to split your money between stocks and bonds? Find the perfect mix for your goals.
SIP Calculator (Monthly SIP Amount Known)
Want to save for a big goal like a wedding or education? Enter your target amount and timeline to find the monthly SIP needed.
Lumpsum Calculator
Got a chunk of money to invest? Check how your one-time investment could grow over time.
SIP Top Up Calculator
Boost your SIPs as your income grows. See how small increases can supercharge your savings.
STP Calculator(I already have an investment)
Got a big sum to invest? Plan systematic transfers to spread your money wisely.
SWP Calculator(I wish to start my SWP immediately)
Want regular income later? Plan withdrawals to enjoy your savings without worry.
Debt Fund Calculator
Prefer playing it safe? Check returns from stable debt funds.
Hybrid Fund Calculator
Want growth and safety? Explore returns from funds mixing stocks and bonds.
Balanced Fund Calculator
Like a steady approach? See how balanced funds keep your portfolio stable.
Thematic Fund Calculator
Excited about sectors like tech or green energy? Estimate returns from thematic funds.
Large Cap Fund Calculator
Trust big companies? Calculate returns from stable large-cap funds.
Mid Cap Fund Calculator
Ready for growth with some risk? See how mid-cap funds can boost your wealth.
Small Cap Fund Calculator
Feeling adventurous? Explore returns from small-cap funds.
Multi Cap Fund Calculator
Want a bit of everything? Calculate returns from funds investing across all market sizes.
Index Fund Calculator
Prefer low-cost investing? See how index funds tracking the market perform.FAQs on Equity Fund Calculator
Various factors that affect the returns calculated by an equity fund calculator are investment amount, duration, expected rate of return, and the compounding effect.