Calculate Your Mutual Fund
Investment Returns

Monthly Investment
Expected rate of return (p.a.)
Time Period
  • Invested Amount
  • Total Value
Invested Amount
₹ 1,20,000
Estimated Returns
₹ 3,79,574
Total Value
₹ 4,99,574
Lumpsum Investment
Expected rate of return (p.a.)
Time Period
  • Invested Amount
  • Total Value
Invested Amount
₹ 10,000
Estimated Returns
₹ 96,463
Total Value
₹ 1,06,463
Monthly Investment
Lumpsum Investment
Expected rate of return (p.a.)
Time Period
  • Invested Amount
  • Total Value
Invested Amount
₹ 1,30,000
Estimated Returns
₹ 4,76,037
Total Value
₹ 6,06,037
Monthly Investment
Annual step up
Expected rate of return (p.a.)
Time Period
  • Invested Amount
  • Total Value
Invested Amount
₹ 3,43,650
Estimated Returns
₹ 5,87,919
Total Value
₹ 9,31,569

The AnbWealth Promise

We’ve helped 250+ clients become millionaires through
disciplined, research-based investing.

Goal Analysis

We start by understanding your life goals and map investments to them.

Review & Rebalancing

Regular portfolio reviews and timely adjustments to keep you on track.

Asset Allocation

A well-diversified mix of equity, debt, and other assets to manage risk and growth.

Fund Selection

Handpicked funds chosen through in-depth research for long-term performance.

Tax Efficiency

Smart structuring to reduce tax outgo and enhance your real returns.

Investment should be personalized

your portfolio should be tailored according to your goals and profile.
AnbWealth has a unique and personalized portfolio just for you.

Benefits of Investing in Mutual Funds

Why should you invest in mutual funds? Here are the key advantages

Diversification

Your money is spread across multiple companies and sectors.

Professional Management

Managed by expert fund managers with research-backed strategies.

Flexibility

Choose from equity, debt, hybrid, index funds, or international funds.

Liquidity

Withdraw funds easily when you need them.

SIP Advantage

Invest small amounts regularly through Systematic Investment Plans.

Our Mutual Funds Solutions

Not all mutual funds are the same. Here’s a quick guide to help you understand the options

List of Mutual Funds we offer

Frequently Asked Questions

Questions on your mind? Dont worry we have the answers!

A mutual fund is an investment vehicle that pools money from multiple investors and invests it in stocks, bonds, or other securities. It is managed by professional fund managers who make investment decisions on your behalf. You own “units” in the fund, and the value of your investment goes up or down based on the performance of the underlying assets

You don’t need a large amount to get started. Most mutual funds allow you to begin with as little as ₹500 through a Systematic Investment Plan (SIP). This makes mutual funds accessible for everyone, whether you are a beginner or an experienced investor.

Mutual funds are regulated by the Securities and Exchange Board of India (SEBI), which ensures transparency and investor protection. However, they are not risk-free. The risk depends on the type of fund — equity funds carry higher risk but higher return potential, while debt funds are lower risk but give more stable returns.

Mutual funds offer several benefits such as diversification (spreading your risk across many companies and sectors), professional fund management, liquidity (easy to buy and sell), and flexibility to start small. They are also transparent, as fund details are regularly published by the fund house.

Yes, most mutual funds are open-ended, which means you can redeem your units at any time and get the money in your bank account within a few days. However, some funds like ELSS (tax-saving funds) have a 3-year lock-in period, and certain funds may charge a small exit load if you withdraw too early.

In a SIP, you invest a fixed amount regularly (monthly/quarterly), which helps build discipline and reduces the risk of market timing. In lump sum, you invest a large amount at once, which can work well if markets are at attractive levels. Both methods are effective, and the choice depends on your financial situation and goals.

The right mutual fund depends on your financial goals, time horizon, and risk appetite. For long-term wealth creation, equity funds are better. For stability, debt or hybrid funds may be suitable. At AnbWealth, we help you by analyzing your goals, allocating assets properly, selecting funds through research, and reviewing your portfolio regularly.

Need Assistance?

We’re here to help you, Monday to Saturday, 9:30 AM – 6:30 PM.