Mutual Fund Calculator
FV = P(1+r)^n + C×((1+r)^n−1)÷rInitial grows to $31,722; contributions add $174,051; total ≈ $205,773
Free online tool
Mutual Fund Calculator
Enter initial investment, monthly contributions, expected return and years.
Instant calculation
Mutual Fund Calculator
Enter initial investment, monthly contributions, expected return and years.
Your result
Calculation
Your numbers stay in this browser. Nothing is uploaded or saved.
Three clear steps
How to use this calculator
- 01
Enter initial investment
Type your starting mutual fund balance.
- 02
Enter contributions
Type your monthly contribution amount.
- 03
Set return and years
Enter the expected annual return and investment period.
The formula
How this calculation works
Compounds the initial lump sum plus monthly contributions at the expected annual rate of return.
Check the method
Worked examples
Each example follows the same formula used by the calculator.
$10,000 + $500/month at 8% for 15 years — value?
Initial grows to $31,722; contributions add $174,051; total ≈ $205,773≈ $205,773Common questions
Questions about this calculation
What is the Mutual Fund Calculator?
The Mutual Fund Calculator helps you project the growth of a mutual fund investment with regular contributions. Enter your values and select Calculate to get an instant result.
How is the result calculated?
Compounds the initial lump sum plus monthly contributions at the expected annual rate of return.
Can you show an example?
Example: $10,000 + $500/month at 8% for 15 years — value? — ≈ $205,773.
Is my data saved when I use the Mutual Fund Calculator?
No. All calculations run locally in your browser. Your inputs and results are never uploaded, stored or shared with anyone.
Is the Mutual Fund Calculator free to use?
Yes. The Mutual Fund Calculator is completely free. No account, sign-up or payment is required. It works on mobile, tablet and desktop.
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