Question 1

What is CAGR in mutual funds?

Accepted Answer

CAGR (Compound Annual Growth Rate) is the average annual growth rate of your mutual fund investment over a period, assuming it grows at a steady rate. It helps investors compare fund performance effectively.

Question 2

How can I use the CapitaGrow CAGR calculator for investments?

Accepted Answer

Enter your initial investment, final value, and investment duration in years. The CAGR calculator will compute the annualized return, helping you analyze portfolio growth.

Question 3

What is a SIP and why should I invest in mutual funds through it?

Accepted Answer

SIP (Systematic Investment Plan) allows you to invest a fixed amount regularly in mutual funds. It benefits from rupee cost averaging and compounding, helping build wealth steadily over time.

Question 4

How do I use the SIP calculator to estimate returns?

Accepted Answer

Provide the monthly SIP amount, expected annual return, and investment period. The SIP calculator projects your future corpus, showing how small regular investments grow over time.

Question 5

What is a lumpsum mutual fund investment?

Accepted Answer

A lumpsum investment is a one-time investment in a mutual fund, unlike SIP. It allows you to deploy a larger sum immediately and potentially benefit from long-term growth and compounding.

Question 6

How do I use the Lumpsum calculator to estimate corpus growth?

Accepted Answer

Enter your investment amount, expected annual return, and investment duration. The Lumpsum calculator estimates future value, helping you plan your financial goals effectively.

Question 7

What is a Target SIP calculator and how does it help achieve financial goals?

Accepted Answer

The Target SIP calculator determines the monthly SIP needed to reach a specific investment goal. It considers expected returns and investment duration to help you plan systematically.

Question 8

What is a SIP Top-up and why is it beneficial for corpus growth?

Accepted Answer

SIP Top-up lets you increase your monthly SIP amount periodically. It accelerates wealth creation and helps counter inflation, boosting the future corpus of your mutual fund investments.

Question 9

What is the Education Goal calculator for mutual fund planning?

Accepted Answer

The Education Goal calculator helps estimate the amount to invest for future education expenses, factoring in inflation and expected mutual fund returns, enabling disciplined goal-based investing.

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FY 2026-27

Income Tax Changes from April 1, 2026: What Actually Changes and What Doesn’t

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