Formula
Projected value uses monthly compounding and assumes contributions are made at each month-end.
Investment tools
Unit Trust Growth Calculator
Illustrate potential unit trust growth using your own initial amount, monthly contribution, return, and period.
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Your inputs
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Estimated results
How this calculator works
Unit Trust
The calculation is a general illustration and does not represent the fees, risks, or performance of any named unit trust fund.
Simple example
Test Rs. 250,000 initially, Rs. 15,000 monthly, 8% annually, and 10 years to explore a possible outcome.
FAQ
Frequently asked questions
Does this represent a specific unit trust?+
No. It is a general projection using only the return assumption you enter.
Are fees included?+
No. Reduce the return assumption if you want to model an approximate effect of fees, or use figures supplied by the fund.
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