Tools/SIP Calculator

SIP Calculator Nepal — Mutual Fund Returns

Simple SIP calculator for Nepal's open-ended mutual funds. Use the basic calculator for quick estimates, or switch to the Advanced tab for real DRIP calculations using actual dividend history sourced from ShareSansar.

SIP Calculator

Enter details to calculate your returns

Investment Period
Monthly Investment
रू
Expected Annual Return
%
1%
30%
Years
year(s)
1 yr
30 yr

Standard compound formula. For DRIP calculations with real fund dividend history, use the

Total Invested

रू 600,000

Est. Returns

रू 432,760

Total Value

रू 1,032,760

Return %

72.1%

7.2%/yr avg

Investing रू 5.0 K/mo for 10 years at 10%

रू 1,032,760

Your money grows

1.72×

in 10 years

Investment Growth

Gap between lines = profit from compounding ✨

Year-by-Year Breakdown

YearInvestedEst. ValueProfitReturn
1रू 60.0 Kरू 63.4 Kरू 3.4 K5.6%
2रू 1.20 Lरू 1.33 Lरू 13.3 K11.1%
3रू 1.80 Lरू 2.11 Lरू 30.7 K17.0%
4रू 2.40 Lरू 2.96 Lरू 56.1 K23.4%
5रू 3.00 Lरू 3.90 Lरू 90.4 K30.1%
6रू 3.60 Lरू 4.95 Lरू 1.35 L37.4%
7रू 4.20 Lरू 6.10 Lरू 1.90 L45.2%
8रू 4.80 Lरू 7.37 Lरू 2.57 L53.5%
9रू 5.40 Lरू 8.78 Lरू 3.38 L62.5%
10रू 6.00 Lरू 10.33 Lरू 4.33 L72.1%

SIP Calculator Nepal — How to Use

Use the Simple SIP tab for a quick estimate: enter your monthly investment, expected annual return %, and duration. The calculator uses the standard compound interest formula to show your portfolio value over time. For more accurate projections based on actual fund performance, switch to the Advanced (Fund Data) tab.

Open-Ended vs Closed-Ended Mutual Funds in Nepal

This calculator only includes open-ended mutual funds — funds you can buy and redeem at any time at the current NAV. Closed-ended schemes have a fixed maturity (typically 5–7 years), after which they expire. SIP (Systematic Investment Plan) is only suitable for open-ended funds where you can invest regularly without a fixed end date. All 14 SEBON-registered open-ended funds are included. Dividend history sourced from ShareSansar. Newer funds with no declared dividend yet show estimated returns only.

What is DRIP in Nepal Mutual Funds?

DRIP (Dividend Reinvestment Plan) automatically converts your annual cash dividend into bonus units instead of paying it out. Since Nepal's mutual funds pay dividends as a percentage of face value (NPR 10 per unit), your units compound annually. Over 10+ years, DRIP can significantly increase your total units held — this is the core compounding mechanism in the Advanced calculator.

Disclaimer

Past dividend history does not guarantee future returns. Mutual fund investments are subject to market risks. This calculator is for educational and planning purposes only. Consult a SEBON-registered investment advisor before investing.