Is there any option to compare mutual fund lump sum returns

Is there any option for me to compare lumpsum returns for a particular fund in the particular period. For example: fund name: Birla Sun Life MIP Wealth 25 Plan - Monthly Growth - Payment lumpsum amount is Rs 500,000. Invested in Jan 2007 and end period is december 2008?

Apr 26, 2017 by Vikram, Hyderabad  |   Mutual Fund

Though there are couple of research tools in our website to compare the lump sum returns of funds in one particular period or various periods, the returns can be shown only from scheme inception date till today. Whereas, you want to see return on your investments in Birla Sun Life MIP Wealth 25 Plan for a future period!

Please note that since mutual funds do not offer assured returns, it is difficult to predict exact amount which you can get after a certain period of time.

However, to see how any scheme has performed, or say how Birla Sun Life MIP Wealth 25 Plan has performed in the past, you can refer this tool https://www.advisorkhoj.com/mutual-funds-research/mutual-fund-lumpsum-returns-calculator (Type the scheme name and enter from and to periods to know the exact past returns based on your actual investment)

Based on how the fund has done in the past, you can estimate the return in future but you cannot predict the exact lump sum amount that you will get in December 20018 on the investment you made in January 2017 in this fund !

Hope the above helps! thanks for writing to Advisorkhoj !

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