What Is a Mutual Fund Calculator?
The mutual fund calculator is a specialised tool created to determine the return on your mutual fund investments. It helps you choose how much money to invest in mutual funds to reach a particular objective over a certain period of time. It is a handy platform that is easy to use and empowers investors by quickly computing difficult computations. For the investment’s future value, it generates a precise and timely conclusion. Enter the amount you’ve put in, the estimated return, and the number of years you’ve made the investment. At the conclusion of the selected duration, the increased value of your investment will be visible in a matter of seconds.
How to Use a Mutual Fund Calculator to Make Informed Investment Decisions:
The mutual fund calculator aids in your analysis of the effects of a certain variable (such as the investment amount, time frame, and rate of return) on your overall gains and the value of your investment. It is tremendously convenient to undertake financial planning on the move because it is an online tool that you can access from anywhere, saving you important time by removing the need to perform the calculations manually.
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The mutual fund calculator saves you time and guards against mistakes that manual computation may have
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The mutual fund calculator provides an estimation of your return on investment that is reassuringly precise.
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The mutual fund calculator gives you an estimation of the returns on your mutual fund investments that is rather precise enough.
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The mutual fund calculator is straightforward and simple to use. You may find the total estimate for various investment horizons using a mutual fund calculator. Based on the predicted returns, you can utilise it to design your forthcoming investing strategy.
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The mutual fund calculator allows for mobile investment planning because it is a tool that can be accessed online from any location.
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The mutual fund calculator saves you time and prevents errors that could happen while making complicated calculations manually.
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The mutual fund calculator estimates your return on investment in a realistic manner.
The mutual fund calculator supports you in making well-informed investment choices based on your goal, the amount to be invested, and the time required to attain the goal, and the projected rate of return. Calculating the future value and returns of your investment is vital, but so is investing in reputable mutual fund schemes that are in line with your objectives and based on your suitability—risk tolerance and investment horizon.
For a wide range of investing needs and risk appetites, mutual funds are one of the best investment options. The mutual fund calculator supports you in making well-informed investment choices based on your goal, the amount to be invested, and the time required to attain the goal, and the projected rate of return. Calculating the future value and returns of your investment is vital, but so is investing in reputable mutual fund schemes that are in line with your objectives and based on your suitability—risk tolerance and investment horizon.
SHRIRAM BALANCED advantage fund:
The SHRIRAM BALANCED advantage fund is an open-ended, dynamic asset allocation fund that invests in debt, money market instruments, equity-related securities, and equity-related securities as well as equities. It also invests in debt and equity-related securities. The Scheme’s main goal is to produce capital appreciation with comparatively less volatility over a longer period of time. Accordingly, the Scheme will make investments in securities such as stocks, as well as in arbitrage opportunities, derivatives, debt, and money market instruments. Over a longer period of time, the SHRIRAM BALANCED advantage fund scheme aims to provide capital growth with substantially less volatility. In accordance with this, the Scheme will invest in stocks, arbitrage possibilities, derivatives, and debt and money market instruments.
A 17.86% portion of the fund is invested in debt, of which 4.01% are government securities and 13.85% are low-risk assets. As of April 19, 2023, the Shriram Balanced Advantage Fund – Regular Plan’s Current Net Asset Value for the Growth option is Rs. 13.18. In the SHRIRAM BALANCED advantage fund for units more than 12% of investments, 1% exit load is applied if redeemed within 365 days. Both the needed and supplementary investments must total at least Rs 5000. SIP investments must be at least Rs. 1000.
SHRIRAM BALANCED advantage fund product is appropriate for investors looking for long-term income creation, capital appreciation, and investments in equities, equity-related securities, debt, and money market instruments while actively managing risk. SHRIRAM BALANCED Advantage fund is choosing public companies, corporations with an AAA rating, and GSEC. 60.52% of the domestic equity holdings in the portfolio, or 66.08%, are large-cap stocks.
